Senior Branch Banking Client Consultant (Lending)

Flagstar Bank; Phelan (CA); On-site; USD 24,000 - 37,000; Full time

Job summary

Flagstar Bank in Phelan, CA is seeking a Branch Banking Client Consultant II to deliver best-in-class service, resolve client concerns, and introduce clients to Mortgage and Business Banking partners to help them reach their financial goals. The role focuses on client management, retention, and facilitating access to experts for lending and basic investment interactions.

The ideal candidate will participate in more complex conversations with clients and maintain high standards of compliance,

Qualifications

• Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
• Minimum experience: 4–5 years customer service and sales experience.
• Ability to train and mentor others, including products and platform procedures.

Responsibilities

• Sales Performance: Support team efforts to achieve growth targets in financial performance and primary client acquisition.
• Client Experience: Provide positive client experience by assisting with account questions, problems, and complaints and resolving them promptly.

Skills

Sales experience

Customer service

Communication

Mentoring others

Education

High School diploma or equivalent

Job description

Flagstar Bank in Phelan, CA is seeking a Branch Banking Client Consultant II to deliver best-in-class service, resolve client concerns, and introduce clients to Mortgage and Business Banking partners to help them reach their financial goals. The role focuses on client management, retention, and facilitating access to experts for lending and basic investment interactions.

The ideal candidate will participate in more complex conversations with clients and maintain high standards of compliance,