Branch Banking Consultant II – Client Growth & Lending

Flagstar Bank; Plainview (TX); On-site; USD 23,000 - 37,000; Full time

Job summary

Flagstar Bank in Plainview, NY is seeking a Branch Banking Client Consultant II to resolve client concerns, detail products, and help meet clients' financial goals. You will focus on client management, retention, and introductions to Mortgage and Business Banking partners to broaden access to experts.

This role involves greater lending and basic investment conversations, plus participation in more complex banking discussions with clients. A strong track record in service and sales is ideal.

Qualifications

• Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
• Minimum experience required: 4 – 5 years customer service and sales experience.
• Ability to train and mentor others, including products and platform procedures.
• Experience in financial services industry preferred.
• Experience with using and demonstrating digital products and self-service technologies

Responsibilities

• Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition.
• Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative.
• Client Experience: Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner.
• Delivers client engagement and Education. 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.
• Perform s more moderately complex special projects, and 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.

Job description

Flagstar Bank in Plainview, NY is seeking a Branch Banking Client Consultant II to resolve client concerns, detail products, and help meet clients' financial goals. You will focus on client management, retention, and introductions to Mortgage and Business Banking partners to broaden access to experts.

This role involves greater lending and basic investment conversations, plus participation in more complex banking discussions with clients. A strong track record in service and sales is ideal.