Client Consultant II Licensed

2 months ago

Hollywood, United States Flagstar Bank Full time

The 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 experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.

  • 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.

  • Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial goals and objectives, leveraging phone, and in-person appointments.

  • Engage in discovery-based conversations and provide customized financial advice by referring to Financial Consultants

Required Qualifications:

  • Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent 

  • Minimum experience required: 4 – 5 years customer service and sales experience, (including in the financial Services industry

  • Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z

  • Ability to train and mentor others, including products and platform procedures

  • Life and Health Insurance Licenses (required within the first 90 days in role.  Failure to pass exam/or no attempt to take exam will result in removal from LBE program) 

  • FINRA Security Industry Essentials (SIE) (required within 90 days of passing the Life and Health Insurance exam.  Failure to pass exam/or no attempt to take exam will result in removal from LBE program) 

  • FINRA License Series 6 (required within 90 days of passing Security Industry Essentials exam.  Failure to pass exam/or no attempt to take exam will result in removal from LBE program) 

  • FINRA License Series 63 or Series 66 (required within 90 days of passing the Series 6 exam)

Preferred Qualifications:

  • Experience in financial services industry preferred.

  • Experience with using and demonstrating digital products and self-service technologies

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.

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