Branch Banking Client Consultant II
1 month ago
- 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.
- 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.
Job Requirements:
- High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent, required
- 4 – 5 years customer service and sales experience, (including in the financial services industry, required
- National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z, preferred. NMLS registration can be completed after job entry date
- Ability to train and mentor others, including products and platform procedures
- Experience in financial services industry, preferred
- Experience with using and demonstrating digital products and self-service technologies, preferred
Flagstar is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identify, or national origin.
-
Branch Banking Client Consultant II
1 month ago
Prescott, AZ, United States Flagstar Bank Full timeThe Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can...
-
Branch Banking Client Consultant I
1 month ago
Comstock Park, MI, United States Flagstar Bank Full timeA Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. 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...
-
Branch Banking
2 months ago
Granger, IN, United States Flagstar Bank Full timeA Branch Banking-Client Consultant I - Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. 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...
-
Branch Banking
1 month ago
Peru, IN, United States Flagstar Bank Full timeA Branch Banking-Client Consultant I - Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. 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...
-
Client Relationship Consultant
4 weeks ago
Seattle, WA, United States Banner Bank Full timePlease take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital...
-
Branch Banking
2 months ago
Stephenson, MI, United States Flagstar Bank Full timeResponsible for leading, managing and coaching a team of sales and service professionals to meet and exceed sales goals, ensure the operational excellence of the branch and create an excellent customer experience. The Branch Manager will oversee all branch functions including taking full responsibility for the branch's performance - both sales and...
-
Branch Banking
1 month ago
Comstock Park, MI, United States Flagstar Bank Full timeThe Branch Banking Assistant Leader drives branch revenue growth, operational integrity, and client experience excellence, with a focus on reputational success in the community.Business Performance: Drive market growth of primary client relationships and achieve growth targets in financial performance (deposits loans, and non-interest income). Actively...
-
Client Relationship Consultant
4 weeks ago
Seattle, WA, United States Banner Corp. Full timeMore than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the...
-
Client Consultant II Licensed
4 weeks ago
Boca Raton, FL, United States Flagstar Bank Full timeThe Branch Banking Client Consultant II-Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to...
-
Banking Consultant
4 weeks ago
Honolulu, HI, United States International Executive Service Corps Full timeJoin the First Hawaiian Bank ‘ohana, where our culture flourishes with purpose. We prioritize the 3 C's – Caring, Character, and Collaboration – ensuring a workplace that is not only rewarding but deeply fulfilling. Consistently recognized as one of the 'Best Places to Work in Hawaii' for 13 consecutive years, we take pride in our longstanding...
-
Client Relationship Consultant
4 weeks ago
Washington, DC, United States Banner Corp. Full timeMore than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the...
-
Business Banking Relationship Manager II
4 weeks ago
Dallas, TX, United States Veritex Team Full timeBusiness Banking Relationship Manager II Friday, July 12, 2024 Job Summary: The Veritex Business Banking Relationship Manager II is responsible for driving customer growth through the overall attraction, expansion, and retention including servicing of small business relationships. In this role you will support multiple banking centers in a given geographic...
-
Client Relationship Consultant
4 weeks ago
Friday Harbor, WA, United States Banner Bank Full timeMore than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the...
-
Sr Branch Manager
4 weeks ago
Everett, WA, United States Pacific Premier Bank Full timeAs a top-performing financial institution, Pacific Premier Bank is dedicated to taking care of our customers and employees and making all feel welcomed and valued through building long-lasting relationships, doing the right thing, exceeding expectations, and strongly committing to diversity and inclusion. Using the latest banking solutions combined with the...
-
Financial Center Consultant II
1 month ago
Granbury, TX, United States EECU Full timeInterested in joining EECU? This could be an opportunity. Ready to make your application Please do read through the description at least once before clicking on Apply. EECU is looking for a Financial Center Consultant II that will create energy and excitement around EECU products and services, providing the right solutions and the right products for our...
-
Sales Consultant
4 weeks ago
Philadelphia, PA, United States Paychex Deutschland GmbH Full timeOverview Work with assigned bank partners to earn business referrals and sell Paychex products and services to prospects with 1-49 employees to achieve revenue results. Responsibilities Weekly minimum requirement of 3 field days (60%) in a local territory, where you will cultivate referral relationships with external partners and existing clients for net...
-
Bank Branch Manager
4 weeks ago
Colorado Springs, CO, United States Adams Bank and Trust Full timeWe're looking for an initiative driven and dynamic manager to add to our retail banking team in Colorado Springs! Adams Bank & Trust is a family owned regional bank with locations in Nebraska, Colorado, and Kansas. We provide Commercial, Agriculture, Retail, Trust, and Financial Advising services, as well as online and app capabilities. This position...
-
Investment Consultant II
4 weeks ago
, MD, United States Bank of America Full timeInvestment Consultant II - Merrill Premium 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. We’re devoted to being a diverse and inclusive...
-
Assistant Branch Manager
4 weeks ago
Seattle, WA, United States Banner Bank Full timePlease take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital...
-
Client Relationship Consultant 1-3
4 weeks ago
Oak Lawn, IL, United States US Bank Full timeAt U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...