Client-Centric Branch Banking Consultant II

Flagstar Bank; Estero (FL); On-site; USD 26,000 - 34,000; Full time

Job summary

Flagstar Bank's Estero branch seeks a Branch Banking Client Consultant II to resolve client concerns, provide product details, and drive financial solutions. The role emphasizes client management, retention, and warm introductions to Mortgage and Business Banking partners to help clients reach their goals.

You will handle more lending conversations and basic investments, and participate in complex banking discussions with clients, while ensuring accurate, compliant sales and service transactions.

Qualifications

• High School diploma or equivalent (GED, HiSET, TASC) or foreign equivalent.
• 4–5 years of customer service and sales experience.
• Ability to train and mentor others on products and procedures.

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.

Skills

Customer service experience

Sales experience

Mentoring

Financial services experience

Digital products experience

Education

High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent

Job description

Flagstar Bank's Estero branch seeks a Branch Banking Client Consultant II to resolve client concerns, provide product details, and drive financial solutions. The role emphasizes client management, retention, and warm introductions to Mortgage and Business Banking partners to help clients reach their goals.

You will handle more lending conversations and basic investments, and participate in complex banking discussions with clients, while ensuring accurate, compliant sales and service transactions.