Client Consultant II - Banking & Wealth Advisor

Flagstar Bank; Sedona (AZ); Hybrid; USD 23,000 - 36,000; Full time

Job summary

Flagstar Bank in Sedona, AZ seeks a Branch Banking Client Consultant II to deliver best-in-class service, resolve client concerns, and introduce clients to lending and investment experts. The role emphasizes client management, retention, and collaboration with Mortgage and Business Banking partners to help clients achieve financial goals.

The position involves more complex conversations with clients and greater lending and basic investment interactions within a dynamic retail banking environment.

Qualifications

• High School or equivalent required.
• 4–5 years of customer service and sales experience.
• Experience in financial services and with digital products is preferred.

Responsibilities

• Sales Performance: Support team efforts to meet growth targets and generate new client introductions to drive revenue.
• Client Experience: Resolve account questions and complaints, provide education and engage clients to meet needs.
• Risk Management: Execute transactions accurately and compliantly, minimize losses.
• Additional Accountabilities: Handle moderately complex projects and ensure compliance with laws and policies.

Skills

Customer service

Sales

Mentoring others

Education

High School or GED

Job description

Flagstar Bank in Sedona, AZ seeks a Branch Banking Client Consultant II to deliver best-in-class service, resolve client concerns, and introduce clients to lending and investment experts. The role emphasizes client management, retention, and collaboration with Mortgage and Business Banking partners to help clients achieve financial goals.

The position involves more complex conversations with clients and greater lending and basic investment interactions within a dynamic retail banking environment.