Client Banking Advisor II – Lending & Solutions

Flagstar Bank

Victorville, Hesperia (CA, CA)

On-site

USD 23,000 - 37,000

Full time

7 days ago

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Job summary

Flagstar Bank in Victorville, CA is seeking a Branch Banking Client Consultant II to deliver best-in-class service, resolve client concerns, and provide product details that meet financial needs. The role emphasizes client management, retention, and introductions to Mortgage and Business Banking partners to connect clients with experts for goals.

The position involves engaging in lending and basic investment interactions, participating in more complex banking conversations, and upholding

Qualifications

Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
Minimum 4–5 years customer service and sales experience.
Ability to train and mentor others on products and platform procedures.
Preferred Qualifications: 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.
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.
Risk Management: Execute all sales, service, and banking transactions accurately and compliantly.
ADDITIONAL ACCOUNTABILITIES Performs 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.