Licensed Banking Client Advisor II

Flagstar Bank; Macedonia (OH); On-site; USD 22,427 - 34,522; Full time

Job summary

Flagstar Bank in Macedonia, OH is hiring a Branch Banking Client Consultant II - Licensed to deliver best-in-class service, handle concerns, and provide detailed product information to help clients meet their financial goals. This role emphasizes client management, retention, and collaboration with Mortgage and Business Banking partners to connect clients with the right experts.

The position involves greater lending and basic investment interactions, enabling more complex banking conversations

Qualifications

• Education level required: High School / GED or foreign equivalent.
• 4–5 years of customer service and sales experience in financial services.
• Requires NMLS registration and Life/Health licenses within 90 days.
• Ability to mentor others and train for product and procedures.
• FINRA SIE, Series 6, and Series 63/66 licenses required within stated windows.

Responsibilities

• Support sales targets by generating client introductions to the right team.
• Provide positive client experiences, resolve questions and concerns promptly.
• Accurately and compliantly process banking transactions and referrals.

Skills

Customer service

Sales experience

Mentoring

Communication

Problem solving

Time management

Education

High School / GED

Job description

Flagstar Bank in Macedonia, OH is hiring a Branch Banking Client Consultant II - Licensed to deliver best-in-class service, handle concerns, and provide detailed product information to help clients meet their financial goals. This role emphasizes client management, retention, and collaboration with Mortgage and Business Banking partners to connect clients with the right experts.

The position involves greater lending and basic investment interactions, enabling more complex banking conversations