Licensed Branch Banking Consultant II — Grow Clients

Flagstar Bank; Hauppauge (NY); Sur place; USD 40 000 - 60 000; Plein temps

Avantages offerts par ce poste

Medical benefits

Dental benefits

Vision benefits

Life and disability insurance

Résumé du poste

Flagstar Bank seeks a Branch Banking Client Consultant II-Licensed in Smithtown, NY to resolve client concerns and provide product details that meet financial needs. The role emphasizes client management, retention, and referrals to mortgage and business banking partners, with increased lending and basic investment interactions.

The position requires NMLS licensing, Life/Health licenses within 90 days, and FINRA SIE, Series 6, and Series 63/66 within 90 days.

Qualifications

• High School diploma or GED required.
• 4–5 years of customer service and sales experience in financial services.
• NMLS registration under SAFE Act and Regulation Z required.
• Life and Health Insurance license required within 90 days.
• FINRA SIE required within 90 days.
• FINRA Series 6 required within 90 days.
• Series 63 or 66 required within 90 days.

Responsabilités

• Drive sales and contribute to growth targets through client introductions to the right bank team members.
• Provide excellent client experience by resolving questions and addressing concerns promptly.
• Execute banking transactions accurately and compliantly while managing risk.
• Engage clients with education and tailored financial advice through multiple channels.

Connaissances

Customer service

Sales experience

Regulatory compliance

Formation

High School diploma or GED

Description du poste

Flagstar Bank seeks a Branch Banking Client Consultant II-Licensed in Smithtown, NY to resolve client concerns and provide product details that meet financial needs. The role emphasizes client management, retention, and referrals to mortgage and business banking partners, with increased lending and basic investment interactions.

The position requires NMLS licensing, Life/Health licenses within 90 days, and FINRA SIE, Series 6, and Series 63/66 within 90 days.