Client Consultant II, Branch Banking: Growth & Solutions

Flagstar; California; On-site; USD 24,000 - 37,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Leave program

Job summary

Flagstar’s Branch Banking – Client Consultant II position in Phelan, CA focuses on managing client relationships, expanding lending and basic investment conversations, and introducing clients to bank partners for tailored financial guidance.

The role emphasizes resolving client concerns, driving growth targets, and delivering a positive client experience through precise, compliant banking interactions with a focus on long-term client retention.

Qualifications

• Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.

Responsibilities

• Sales Performance: Support team efforts to achieve growth targets in financial performance and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets.
• 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.

Skills

Action oriented

Business acumen

Approachability

Problem solving

Priority management

Relationship building

Positive work culture

Education

High School / GED or foreign equivalent

Tools

N/A

Job description

Flagstar’s Branch Banking – Client Consultant II position in Phelan, CA focuses on managing client relationships, expanding lending and basic investment conversations, and introducing clients to bank partners for tailored financial guidance.

The role emphasizes resolving client concerns, driving growth targets, and delivering a positive client experience through precise, compliant banking interactions with a focus on long-term client retention.