Licensed Branch Banking Client Consultant II

flagstar

Livonia (MI)

On-site

USD 52,000 - 64,000

Full time

7 days ago
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Job summary

Flagstar Bank is seeking a Branch Banking Client Consultant II - Licensed in Livonia, MI to deliver best-in-class service, resolve client questions, and provide product details aligned with clients' financial goals. The role emphasizes client management, retention, and introductions to Mortgage and Business Banking partners to connect clients with experts who can help them achieve their financial goals.

The position involves more lending and basic investment interactions and requires compliance

Qualifications

  • Education level required: High School / GED or foreign equivalent.
  • Minimum 4-5 years customer service and sales experience, including financial services.
  • Ability to train and mentor others on products and procedures.
  • Licenses: Life and Health Insurance within 90 days; FINRA SIE within 90 days; FINRA Series 6 within 90 days; FINRA Series 63 or 66 within 90 days.

Responsibilities

  • Sales Performance: Support team efforts to achieve growth targets in deposits, loans, and non-interest income.
  • Client Experience: Resolve questions and issues promptly, deliver client engagement and education.
  • Risk Management: Execute transactions accurately and compliantly, aiming for no controllable losses.

Skills

Communication skills
Customer service
Sales skills
Mentoring others
Problem solving

Education

High School / GED or foreign equivalent

Job description

Flagstar Bank is seeking a Branch Banking Client Consultant II - Licensed in Livonia, MI to deliver best-in-class service, resolve client questions, and provide product details aligned with clients' financial goals. The role emphasizes client management, retention, and introductions to Mortgage and Business Banking partners to connect clients with experts who can help them achieve their financial goals.

The position involves more lending and basic investment interactions and requires compliance

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