Senior Branch Banking Advisor: Client Growth & Solutions

Flagstar Bank; Van Wert (OH); On-site; USD 23,000 - 37,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Disability insurance

Leave program

Job summary

Flagstar Bank in Van Wert, OH, is seeking a Branch Banking - Client Consultant II to help manage client relationships, introduce key bank partners, and engage in more complex lending conversations. The role emphasizes solving client needs and delivering tailored financial guidance.

The position involves more lending activity and basic investment interactions, with a focus on client retention, product detail explanations, and collaboration with Mortgage and Business Banking teams to meet

Qualifications

• 4–5 years customer service and sales experience.
• Ability to train and mentor others, including products and platform procedures.
• Experience in financial services preferred.

Responsibilities

• Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition.
• Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative.
• Client Experience: Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner.
• Delivers client engagement and Education.
• Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met.
• Risk Management: Execute all sales, service, and banking transactions accurately and compliantly.
• Strives for no controllable losses.
• ADDITIONAL ACCOUNTABILITIES Performs more moderately complex special projects, and additional duties and responsibilities as required.
• Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings.
• Accountable to maintain compliance with applicable federal, state and local laws and regulations.

Skills

Customer service

Sales experience

Communication

Education

High School Diploma or GED

Job description

Flagstar Bank in Van Wert, OH, is seeking a Branch Banking - Client Consultant II to help manage client relationships, introduce key bank partners, and engage in more complex lending conversations. The role emphasizes solving client needs and delivering tailored financial guidance.

The position involves more lending activity and basic investment interactions, with a focus on client retention, product detail explanations, and collaboration with Mortgage and Business Banking teams to meet