Client Advisor II - Branch Banking & Financial Solutions

Socket.dev; Phoenix (AZ); On-site; USD 24,000 - 37,000; Full time

Job summary

Flagstar Bank seeks a Branch Banking Client Consultant II in Phoenix to resolve client inquiries, present product details, and guide customers toward financial solutions with Mortgage and Business Banking introductions. The role emphasizes client management, retention, and collaboration with bank partners.

The position includes more lending and basic investment conversations, along with compliance and risk management expectations, in a dynamic retail banking environment.

Qualifications

• Education level required: High School / High School Equivalency (GED) / Foreign Equivalent.
• Minimum experience required: 4–5 years customer service and sales experience.
• Ability to train and mentor others, including products and platform procedures.

Responsibilities

• Sales Performance: Support team efforts to achieve growth targets in financial performance and primary client acquisition.
• Client Experience: Provide positive client experience by assisting with account questions and resolving issues.
• Risk Management: Execute banking transactions accurately and compliantly to minimize losses.
• ADDITIONAL ACCOUNTABILITIES: Perform moderately complex special projects and other duties as required.
• Maintain compliance with applicable laws and complete required trainings.

Skills

Customer service

Sales

Training others

Financial services experience

Education

High School / GED

Tools

Digital products

Job description

Flagstar Bank seeks a Branch Banking Client Consultant II in Phoenix to resolve client inquiries, present product details, and guide customers toward financial solutions with Mortgage and Business Banking introductions. The role emphasizes client management, retention, and collaboration with bank partners.

The position includes more lending and basic investment conversations, along with compliance and risk management expectations, in a dynamic retail banking environment.