Licensed Client Consultant II - Banking & Finance Guidance

Flagstar Bank; Euclid (OH); Hybrid; USD 25,000 - 38,000; Full time

Job summary

Flagstar Bank in South Euclid, OH, seeks a Branch Banking - Client Consultant II - Licensed to deliver best-in-class service and to deepen client relationships with Mortgage and Business Banking referrals.

The role combines client management, education, and compliant sales while supporting growth targets and licensing requirements. Strong communication and mentoring skills are essential.

Qualifications

• NMLS registration required within 90 days of start.
• Life and Health Insurance licenses required within 90 days.
• FINRA SIE license within 90 days of passing SIE.
• Initial FINRA Series 6 license within 90 days.
• Series 63/66 licenses within 90 days of Series 6.

Responsibilities

• Sales Performance: support growth targets in deposits and loans and generate client introductions.
• Client Experience: resolve questions and issues, deliver education, and meet engagement goals.
• Risk Management: perform transactions accurately and compliantly, manage risk of losses.
• Additional Accountabilities: assist with special projects and comply with regulatory trainings.

Skills

Customer service

Sales experience

Communication

Mentoring

Education

NMLS registration

Life and Health Insurance Licenses

FINRA SIE

FINRA Series 6

FINRA Series 63/66

Job description

Flagstar Bank in South Euclid, OH, seeks a Branch Banking - Client Consultant II - Licensed to deliver best-in-class service and to deepen client relationships with Mortgage and Business Banking referrals.

The role combines client management, education, and compliant sales while supporting growth targets and licensing requirements. Strong communication and mentoring skills are essential.