Licensed Branch Banking Consultant II - Client Growth

Flagstar

North Babylon (NY)

On-site

USD 25,000 - 39,000

Full time

14 days+

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Job summary

Flagstar’s Branch Banking Client Consultant II-Licensed in North Babylon, NY focuses on delivering best-in-class client experiences by resolving questions and sharing product details to meet clients' financial needs. The role emphasizes client management, retention, and introductions to Mortgage and Business Banking partners to help clients access banking experts who can support their goals.

This position will have greater lending and basic investment interactions and participate in more complex

Qualifications

Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
Minimum 4–5 years customer service and sales experience in financial services
Requires NMLS registration under 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 SIE exam
FINRA Series 63 or Series 66 required within 90 days of passing Series 6 exam

Responsibilities

Sales Performance: Support team efforts to achieve growth targets in financial performance and primary client acquisition; deliver right client introductions to the right team members.
Client Experience: Provide positive client experience by resolving questions/complaints and through research and timely communication; meet activity goals.
Risk Management: Execute sales, service, and banking transactions accurately and compliantly; strive for no controllable losses.