Licensed Branch Banking Client Advisor III

Flagstar Bank; Town of Florida (NY); Hybrid; USD 28,000 - 43,000; Full time

Job summary

Flagstar Bank is seeking a Branch Banking Client Consultant III - Licensed in Coral Springs, FL to drive branch growth through consultative selling and financial guidance. You will engage clients, educate on products, and execute transactions while maintaining strong compliance and service quality.

The role requires licensing within 90 days, 5+ years of customer service and sales experience in financial services, and the ability to mentor colleagues in a fast-paced environment.

Qualifications

• Education level required: High School / GED or foreign equivalent.
• Life and Health Insurance Licenses required within 90 days in role.
• FINRA SIE required within 90 days of passing Life/Health exam.
• FINRA Series 6 required within 90 days of passing SIE exam.
• FINRA Series 63 or Series 66 required within 90 days of Series 6 exam.

Responsibilities

• Sales performance: help branch grow by achieving targets in deposits, loans, and non-interest income.
• Client experience: engage and educate clients using available tools and systems.
• Risk management: execute transactions accurately and compliantly with regulatory standards.
• Additional accountabilities: participate in special projects leveraging experience and branch knowledge.

Skills

Customer service

Sales experience

Training others

Communication

Financial products

Education

High School / GED

Life and Health Insurance Licenses

FINRA SIE

FINRA Series 6

FINRA Series 63/66

Job description

Flagstar Bank is seeking a Branch Banking Client Consultant III - Licensed in Coral Springs, FL to drive branch growth through consultative selling and financial guidance. You will engage clients, educate on products, and execute transactions while maintaining strong compliance and service quality.

The role requires licensing within 90 days, 5+ years of customer service and sales experience in financial services, and the ability to mentor colleagues in a fast-paced environment.