Licensed Branch Banking Client Advisor II

Flagstar Bank

Bayside (WI)

On-site

USD 25,000 - 38,000

Full time

14 days+

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

Benefits package

Equal Opportunity Employer

Job summary

Flagstar Bank in Bayside, NY 11364 seeks a Branch Banking Client Consultant II-Licensed to resolve client concerns and provide product details. The role emphasizes client management, retention, and introductions to Mortgage and Business Banking partners to help clients meet financial goals.

The position includes increased lending and basic investment interactions, plus participation in more complex banking conversations with clients. Compliance and relationship-building are essential to success.

Qualifications

Minimum 4–5 years customer service and sales experience in financial services.
Requires NMLS registration and regulatory compliance.
Licenses for Life/Health Insurance and FINRA series are required within specified timelines.

Responsibilities

Sales Performance: support growth targets, drive deposits and loans, and facilitate client introductions to the right specialists.
Client Experience: resolve questions or complaints, deliver education, and meet activity goals.
Risk Management: process transactions accurately and compliantly with minimal losses.
Additional Accountabilities: perform moderately complex projects and ensure regulatory compliance.