Licensed Branch Banking Client Advisor III

Flagstar Bank; Boca Raton (FL); On-site; USD 27,372 - 43,118; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Comprehensive leave program

Variable incentives and bonuses

Job summary

Flagstar Bank is seeking a Branch Banking Client Consultant III - Licensed in Boca Raton, FL. In this role, you will leverage your banking knowledge to help clients achieve their financial goals, while maintaining strong operational standards.

You will support branch sales execution, deliver exceptional client experiences, and ensure compliance with all regulations. Candidates should have 5+ years of financial industry experience and required licenses.

Qualifications

• 5+ years of customer service and sales experience in the financial industry.
• Ability to train and mentor others, including products and platform procedures.
• Life and Health Insurance Licenses required within first 90 days.

Responsibilities

• Support branch growth by achieving financial performance targets.
• Deliver client engagement and education while meeting behavioral activity goals.
• Execute all sales, service, and banking transactions accurately and compliantly.

Skills

Customer service experience

Sales experience

Consultative selling

Digital products

Education

High School / High School Equivalency

Job description

Flagstar Bank is seeking a Branch Banking Client Consultant III - Licensed in Boca Raton, FL. In this role, you will leverage your banking knowledge to help clients achieve their financial goals, while maintaining strong operational standards.

You will support branch sales execution, deliver exceptional client experiences, and ensure compliance with all regulations. Candidates should have 5+ years of financial industry experience and required licenses.