Floating Branch Banking Client Consultant

Flagstar; Novi (MI); Sur place; USD 42 000 - 62 000; Plein temps

Résumé du poste

Flagstar is seeking a Branch Banking Client Consultant II - Float based in Novi, MI who travels between branches to deliver high-quality financial services. You will resolve customer concerns, provide product details, and focus on client management and retention while connecting clients with mortgage and business banking experts to help meet financial goals.

The role involves sophisticated banking conversations, greater lending interactions, and basic investment discussions.

Qualifications

• Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
• Minimum experience required: 4 - 5 years customer service and sales experience, including in the financial services industry.
• Ability to train and mentor others, including products and platform procedures.

Responsabilités

• 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.

Connaissances

Customer service

Sales

Formation

High School/GED

Description du poste

Flagstar is seeking a Branch Banking Client Consultant II - Float based in Novi, MI who travels between branches to deliver high-quality financial services. You will resolve customer concerns, provide product details, and focus on client management and retention while connecting clients with mortgage and business banking experts to help meet financial goals.

The role involves sophisticated banking conversations, greater lending interactions, and basic investment discussions.