Licensed Branch Banking Consultant II - Client Growth

Flagstar Bank; New York (NY); On-site; USD 52,551,000 - 79,314,000; Full time

Job summary

Flagstar Bank in Little Neck, NY, is seeking a Branch Banking Client Consultant II - Licensed to resolve client concerns and share product details that meet clients' financial goals. The role focuses on client management, retention, and introductions to Mortgage and Business Banking experts.

It involves more lending and basic investment conversations with clients. Requires 4–5 years of customer service and sales experience in financial services, plus Life and Health Insurance licenses.

Qualifications

• 4–5 years customer service and sales experience in the financial services industry.

Responsibilities

• Support sales and client acquisition targets through appointments and targeted conversations.
• Resolve client questions, problems, and complaints with timely, compliant service.
• Advise on product details and cross-sell with partners (Mortgage, Business Banking).
• Maintain compliance with applicable laws and internal policies.

Skills

Customer service

Sales

Financial services knowledge

Education

High School Diploma or GED

Job description

Flagstar Bank in Little Neck, NY, is seeking a Branch Banking Client Consultant II - Licensed to resolve client concerns and share product details that meet clients' financial goals. The role focuses on client management, retention, and introductions to Mortgage and Business Banking experts.

It involves more lending and basic investment conversations with clients. Requires 4–5 years of customer service and sales experience in financial services, plus Life and Health Insurance licenses.