Licensed Branch Banking Consultant II — Client Growth

Flagstar Bank; North Babylon (NY); Sur place; USD 25 000 - 39 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Paid leave

Résumé du poste

Flagstar Bank in North Babylon, NY is seeking a Branch Banking Client Consultant II-Licensed to deliver best-in-class service and guidance on lending and basic investments. You will focus on client management, retention, and referrals to Mortgage and Business Banking partners to help clients achieve financial goals.

This role handles more complex conversations and tailored financial advice. Demonstrates a commitment to compliance and sales-driven outcomes, supporting growth targets, meeting

Qualifications

• Minimum 4–5 years customer service and sales experience in financial services.
• Requires NMLS registration under SAFE Act.
• Life and Health Insurance licenses needed within 90 days.
• FINRA SIE required within 90 days of passing Life/Health exam.
• FINRA Series 6 required within 90 days; Series 63/66 required within 90 days.

Responsabilités

• Sales Performance: support growth targets in deposits, loans, and non-interest income.
• Client Experience: resolve questions and complaints, provide education and tailored financial advice.
• Risk Management: execute transactions accurately and compliantly, minimize losses.
• Compliance: adhere to regulatory policies and complete required trainings.
• Engage with clients to arrange appointments and referrals to Financial Consultants.

Connaissances

Customer service

Sales experience

Formation

High School diploma or GED

Outils

NMLS registration

Life and Health Insurance Licenses

FINRA SIE

FINRA Series 6

FINRA Series 63/66

Description du poste

Flagstar Bank in North Babylon, NY is seeking a Branch Banking Client Consultant II-Licensed to deliver best-in-class service and guidance on lending and basic investments. You will focus on client management, retention, and referrals to Mortgage and Business Banking partners to help clients achieve financial goals.

This role handles more complex conversations and tailored financial advice. Demonstrates a commitment to compliance and sales-driven outcomes, supporting growth targets, meeting