Branch Banking Client Consultant III - Licensed

Flagstar Bank; Town of Florida (NY); On-site; USD 56,936,000 - 89,687,000; Full time

Benefits offered by this job

Medical, dental, vision, life, anddisb

Job summary

Flagstar Bank in Coral Springs, FL is seeking a Branch Banking Client Consultant III - Licensed to help clients reach financial goals through licensed investments and mortgages. The role emphasizes sales execution, client education, and strong compliance, with required FINRA/licensing within 90 days.

The position expects extensive banking knowledge and ability to mentor others while delivering a high quality client experience in a fast-paced branch setting.

Qualifications

• High School diploma or equivalent required.
• 5+ years in customer service and sales in financial industry.
• Life and Health Insurance Licenses within 90 days of start.
• FINRA SIE within 90 days of passing the Life/Health exam.
• FINRA Series 6 within 90 days of passing SIE.
• FINRA Series 63 or 66 within 90 days of passing Series 6.

Responsibilities

• Support growth targets in deposits, loans, and non-interest income.
• Deliver client engagement and education using available tools and systems.
• Meet behavioral activity goals defined by leadership, including setting and completing appointments.
• Execute sales, service, and banking transactions accurately and compliantly; minimize losses.
• Performs special projects requiring seasoned branch process knowledge.
• Adhere to regulatory and compliance policies and complete trainings.
• Develop relationships to meet client financial goals and refer to Financial Consultants.

Skills

Client service

Sales

Financial products

Licensing knowledge

Regulatory compliance

Education

High School diploma or equivalent

Job description

Position Title Branch Banking Client Consultant III - Licensed

Location Coral Springs, FL 33065-5042

Job Summary

A Branch Banking Client Consultant III - Licensed leverages extensive knowledge in banking, investments, and lending to help clients achieve their financial goals. Individuals in this position typically hold applicable investment and mortgage licensing, and have a proven success in consultative sale. The Client Consultant III plays a significant role in the branch sales execution while maintaining strong operational standards.

Job Responsibilities

JOB RESPONSIBILITIES

• Sales Performance: support growth of branch by achieving growth targets in financial performance (deposits loans, and non-interest income.
• Client Experience: deliver client engagement and education--using the tools and systems available.
• Meet behavioral activity goals as defined by retail leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met.
• Risk Management: Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses.
• ADDITIONAL ACCOUNTABILITIES
• Performs special projects requiring a seasoned level of experience branch process knowledge.
• Additional duties and responsibilities as required.
• Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings.
• Accountable to maintain compliance with applicable federal, state and local laws and regulations.
• Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial goals and objectives, leveraging phone, and in-person appointments.
• Engage in discovery-based conversations and provide customized financial advice by referring to Financial Consultants

Job Requirements

Required Qualifications:

• Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
• Minimum experience required: 5+ Years of customer service and sales experience in the financial industry.
• Ability to train and mentor others, including products and platform procedures.
• Experience in participating in sales campaigns/promotions.
• Experience with using and demonstrating digital products and self-service technologies.
• Life and Health Insurance Licenses (required within the first 90 days in role. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
• FINRA Security Industry Essentials (SIE) (required within 90 days of passing the Life and Health Insurance exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
• FINRA License Series 6 (required within 90 days of passing Security Industry Essentials exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
• FINRA License Series 63 or Series 66 (required within 90 days of passing the Series 6 exam).

Job Competencies

• Action-oriented - Enjoys working hard, is action oriented and full of energy for the things he/she sees as challenging. Not fearful of acting with minimum of planning. Seizes more opportunities than others by aggressively and enthusiastically pursuing action to achieve results. Possesses a sense of urgency.
• Business Acumen - Knows products and understands our sales process. Is aware of how strategies and tactics work in the marketplace and what motivates a customer. Has courage and aspiration to do things differently in the marketplace.
• Approachability - Is easy to approach and talk to. Spends the extra effort to put others at ease. Can be warm, pleasant, and gracious. Is sensitive to and patient with the interpersonal anxieties of others. Builds rapport well.
• Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Is a good listener and early knower, gathering informal and incomplete information in time to do something about it.
• Priority Management - Spends his/her time and the time of others on what's important. Can quickly sense what will help or hinder accomplishing a goal. Eliminates roadblocks and creates focus. Uses his/her time effectively and efficiently and values time. Gets more done in less time than others and can attend to a broader range of activities.
• Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results. Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience. Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders.

Physical demands (ADA)

The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting.

Flagstar is an Equal Opportunity Employer

We are committed to providing clear and accurate compensation information in accordance with applicable laws.

Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law.

Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment.

Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program.

Benefits | Flagstar Bank Pay Range $19.87 - $31.30

Flagstar Bank, N.A. is based in Hicksville, NY, and at December 31, 2025, had $87.5 billion in assets, $60.7 billion in loans, $66 billion in deposits, and $8.1 billion in total stockholder equity.

We are a leading regional bank with approximately 340 locations, and strong footholds in the greater New York/New Jersey metropolitan region and in the upper Midwest, along with a significant presence in fast-growing markets in Florida and the West Coast.

We are driven by our commitment to partner with our clients to set and reach goals together, helping them to take charge and thrive.

Our focus is on four core lines of business that include Personal, Private, Small Business and Corporate & Commercial Banking.

Flagstar Bank is committed to ensuring that you can successfully engage inour recruitingprocess.

If you need assistance completing your employment application or if you would like to request a reasonable accommodation, please contact our team at [e-mail].

Equal Opportunity Employer

For more Information: EEOC_KnowYourRights Member FDIC/Equal Housing Lender