![Flagstar Bank](https://contents.bebee.com/companies/us/flagstar-bank/avatar-835zv.png)
Branch Banking-Client Consultant II
2 weeks ago
JOB SUMMARY A Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals.
This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.
JOB RESPONSIBILITIES
(40% of time)
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(30% of time)
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 referrals.(30% of time)
Risk Management:
Deliver timely and accurate daily financial transactions; striving for no controllable preventable losses. Understand and adhere to all applicable bank policies and regulations.
ADDITIONAL ACCOUNTABILITIES
Performs 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.JOB REQUIREMENTS
Required Qualifications:
Education level required:
High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
Minimum experience required: 0 – 3 years of customer service and sales experience
Preferred Qualifications:
Experience in financial services industry.
Job Competencies:
Action-oriented - Enjoys working hard, is action oriented and full of energy for the things he/she sees as challenging. Not fearful of acting with minimum of planning. Seizes more opportunities than others by aggressively and enthusiastically pursuing action to achieve results. Possesses a sense of urgency.
Business Acumen - Knows products and understands our sales process. Is aware of how strategies and tactics work in the marketplace and what motivates a customer. Has courage and aspiration to do things differently in the marketplace.
Approachability - Is easy to approach and talk to. Spends the extra effort to put others at ease. Can be warm, pleasant, and gracious. Is sensitive to and patient with the interpersonal anxieties of others. Builds rapport well.
Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers.
Is a good listener and early knower, gathering informal and incomplete information in time to do something about it.Priority Management - Spends his/her time and the time of others on what's important. Can quickly sense what will help or hinder accomplishing a goal. Eliminates roadblocks and creates focus. Uses his/her time effectively and efficiently and values time. Gets more done in less time than others and can attend to a broader range of activities.
Physical demands (ADA): The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting.
-
Community Mortgage Bank Consultant
4 weeks ago
Scottsdale, Arizona, United States Wells Fargo Full timeAbout this role:Wells Fargo is seeking a...In this role, you will: Sit within assigned bank branches and originate mortgage loans; collaborate with branch leadership, participate in branch huddles, mentor and coach employees to increase knowledge of mortgage products and processes; perform miscellaneous duties as needed and required Exercise some...
-
Private Client Manager II
1 month ago
Scottsdale, Arizona, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
Chase Wealth Management
2 weeks ago
Scottsdale, Arizona, United States PSG Global Solutions Full timeAs part of Consumer Banking, the branch-based Chase Wealth Management Private Client Advisor offers comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting Client, Management, Advisor, Wealth, Financial, Investment, Banking, Staffing
-
Salesforce Functional Consultant
2 weeks ago
Scottsdale, Arizona, United States LTIMindtree Full timeHi,Hope you're doing good. We have an opening for the below role. Kindly let me know your thoughts.Title: Salesforce Functional ConsultantLocation: Scottsdale, AZ (Hybrid - 3 Days Onsite/week)ContractMandatory: Salesforce Financial Service CloudJob Description:Collaborate with team to understand project requirements and translate those requirements into...
-
SAP FICO AMS Consultant
2 weeks ago
Scottsdale, Arizona, United States NR Consulting Full timeTitle: SAP FICO AMS Consultant Location: Scottsdale, AZ (3 days a week) Type: Contract Duration: Long Term Must Have:At least 8 years of experience in SAP Finance & Controlling Educational Background with Accounting Must be very strong on below General ledger accounting New asset accounting. Accounts payable/accounts receivable Bank account setup/EBS/APP....
-
Workday Integration Consultant
2 weeks ago
Scottsdale, Arizona, United States TCS USAAvance Consulting Full timeJob Title: Workday Technical/Integration ConsultantCompany: Not specified10+ years of experience as a Workday Technical/Integration consultantExperienced in at least 2 end-to-end implementation of Workday (WD) IntegrationsIdentify Business Requirements for inbound and outbound Workday Integrations, driving towards decisions and recommending best practices in...
-
Actuarial Consultant
4 weeks ago
Scottsdale, Arizona, United States CBIZ, Inc. Full timeWith over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the...
-
Actuarial Consultant
1 month ago
Scottsdale, Arizona, United States CBIZ, Inc. Full timeWith over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the...
-
Actuarial Consultant
1 month ago
Scottsdale, Arizona, United States CBIZ, Inc. Full timeWith over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the...
-
Actuarial Consultant
4 weeks ago
Scottsdale, Arizona, United States CBIZ, Inc. Full timeWith over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the...
-
Consulting Director
2 weeks ago
Scottsdale, Arizona, United States Cardone Ventures Full timePOSITIVE SUMMARYThe Consulting Strategy Director oversees client operations in specific verticals at Cardone Ventures, focusing on meeting client growth targets. This key role drives revenue growth and maximizes the value of the partner ecosystem. The ideal candidate blends strategic vision and business acumen to ensure sustainable growth and mutual value...
-
Health Engagement Consultant
4 weeks ago
Scottsdale, Arizona, United States The Cigna Group Full timeJob DescriptionThe Engagement Consultant is responsible for driving consistent wellness program development, guidelines, and delivery to the Select & Middle Market Buyer Group Clients. In working with Clients with diverse employee populations, this role identifies the right wellness program mix and the program setting to educate, engage and activate...
-
Health Engagement Consultant
1 month ago
Scottsdale, Arizona, United States The Cigna Group Full timeJob DescriptionThe Engagement Consultant is responsible for driving consistent wellness program development, guidelines, and delivery to the Select & Middle Market Buyer Group Clients. In working with Clients with diverse employee populations, this role identifies the right wellness program mix and the program setting to educate, engage and activate...
-
Actuarial Consultant
2 weeks ago
Scottsdale, Arizona, United States Optumas Full timeStatus Category: Full-Time Exempt/Non-Exempt: Exempt Scheduled Hours Per Week: 40 Job Code: AA0202 With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise...
-
Social Worker Ii
2 weeks ago
Scottsdale, Arizona, United States Salt River Pima-Maricopa Indian Community Full timeDefinition: Under general supervision from the Social Services Manager, performs professional social services casework and case management duties within the Social Services Department. Ensures quality, effective and efficient social services are provided to clients with a focus on case management services. Performs oncall duties and makes direct referrals to...
-
Actuarial Consultant
2 weeks ago
Scottsdale, Arizona, United States Optumas Full timeStatus Category:Full-Time Exempt/Non-Exempt:Exempt Scheduled Hours Per Week: 40 Job Code:AA0202 With over 120 offices and nearly 7,000 associates throughout the US CBIZ (NYSE:CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with...
-
Merrill Financial Solutions Advisor
2 weeks ago
Scottsdale, Arizona, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
Client Relationship Rep
4 weeks ago
Scottsdale, Arizona, United States Randstad USA Full timeTraining hours: Monday through Friday 8:30am-5:00pm Post training hours: Monday through Friday 9:30am-6:00pm Location: Hybrid, remote Monday/ Friday, on site Tuesday/Wednesday/Thursday Seeking experienced customer service professionals in Scottsdale, AZ for a large investment/financial company. What you'll be doing: Working as a Randstad Associate...
-
Client Relationship Rep
1 month ago
Scottsdale, Arizona, United States Randstad USA Full timeTraining hours: Monday through Friday 8:30am-5:00pm Post training hours: Monday through Friday 9:30am-6:00pm Location: Hybrid, remote Monday/ Friday, on site Tuesday/Wednesday/Thursday Seeking experienced customer service professionals in Scottsdale, AZ for a large investment/financial company. What you'll be doing: Working as a Randstad Associate...
-
Managing Consultant, Environmental Compliance
2 weeks ago
Scottsdale, Arizona, United States The ERM International Group Limited Full timeERM is hiring a Managing Consultant, Environmental Compliance for supporting clients primarily based in the Scottsdale area. In this position, the successful candidate will participate in and lead a variety of projects covering the full spectrum of ERM's services, including auditing and environmental program development. The ideal candidate will have...