Licensed Branch Banking Consultant III — Grow Clients' Wealth

Flagstar Bank; Mission Bay (FL); On-site; USD 60,000 - 85,000; Full time

Job summary

Flagstar Bank in Boca Raton, FL is seeking a Branch Banking Client Consultant III - Licensed to help clients reach financial goals through banking, investments, and lending guidance. The role requires licenses and a track record in consultative sales within a retail banking environment.

You will engage customers, execute branch sales with strong operational standards, and mentor teammates while adhering to regulatory requirements and risk controls.

Qualifications

• High School diploma or equivalent.
• 5+ years of customer service and sales experience in the financial industry.
• Licenses required within 90 days: Life and Health Insurance.
• FINRA SIE required within 90 days.
• FINRA Series 6 required within 90 days.
• FINRA Series 63 or 66 required within 90 days.

Responsibilities

• Sales Performance: support growth of branch by achieving growth targets in deposits, loans, and non-interest income.
• Client Experience: deliver client engagement and education using the tools and systems available. Meet behavioral activity goals as defined by retail leadership including NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met.

Skills

Customer service

Sales

Mentoring

Digital products

Regulatory compliance

Education

High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent

Job description

Flagstar Bank in Boca Raton, FL is seeking a Branch Banking Client Consultant III - Licensed to help clients reach financial goals through banking, investments, and lending guidance. The role requires licenses and a track record in consultative sales within a retail banking environment.

You will engage customers, execute branch sales with strong operational standards, and mentor teammates while adhering to regulatory requirements and risk controls.