Licensed Branch Banking Consultant II — Client Growth

Flagstar Bank; New York; On-site; USD 39,000 - 58,000; Full time

Job summary

Flagstar Bank is seeking a Branch Banking Client Consultant II-Licensed who will resolve client concerns and provide product details to meet financial goals. The role emphasizes client management, retention, and introductions to Mortgage and Business Banking partners to connect clients with experts for complex needs.

This position involves enhanced lending and basic investment interactions and will engage in more advanced banking conversations with clients, supporting sales targets and compliant

Qualifications

• Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
• Minimum experience required: 4 – 5 years customer service and sales experience, (including in the financial Services industry]
• Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
• Life and Health Insurance Licenses (required within the first 90 days in role)
• FINRA SIE (required within 90 days of passing the Life and Health Insurance exam)
• FINRA Series 6 (required within 90 days of passing Security Industry Essentials exam)
• FINRA Series 63 or Series 66 (required within 90 days of passing the Series 6 exam)

Responsibilities

• Sales Performance: Support team efforts to achieve growth targets in financial performance and primary client acquisition.
• Client Experience: Provide positive client experience by assisting with account questions and resolving problems.
• Risk Management: Execute all sales, service, and banking transactions accurately and compliantly.
• ADDITIONAL ACCOUNTABILITIES: Performs more moderately complex projects and ensures compliance with laws and policies.

Skills

Customer service

Sales experience

Communication

Client relationships

Financial product knowledge

Education

High School or equivalent

Job description

Flagstar Bank is seeking a Branch Banking Client Consultant II-Licensed who will resolve client concerns and provide product details to meet financial goals. The role emphasizes client management, retention, and introductions to Mortgage and Business Banking partners to connect clients with experts for complex needs.

This position involves enhanced lending and basic investment interactions and will engage in more advanced banking conversations with clients, supporting sales targets and compliant