Branch Banking Client Consultant II

2 weeks ago


Warren, United States Flagstar Bank, N.A. Full time

Position Title Branch Banking Client Consultant II Location Warren/31061 Hayes Road/112071 Job Summary The 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 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. Job 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. 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 Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity Please see job description for required skills.



  • Warren, United States New York Community Bank Full time

    Job SummaryThe 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...


  • Warren, United States Flagstar Bank Full time

    The 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).  Reinforce...


  • Warren, United States Flagstar Bank Full time

    The 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...


  • Warren, United States Flagstar Bank Full time

    The 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...


  • Warren, Ohio, United States Webster Bank Full time

    Job SummaryWe are seeking a highly skilled Banking Center Manager to lead our team and drive business growth. As a key member of our leadership team, you will be responsible for implementing our banking center network strategy, achieving sales and customer service goals, and contributing to the achievement of district goals.Key ResponsibilitiesDevelop and...

  • Part-Time Bank Teller

    3 weeks ago


    Warren, Illinois, United States Apple River State Bank Full time

    Job SummaryWe are seeking a highly skilled Part-Time Teller to join our team at Apple River State Bank. As a Part-Time Teller, you will be responsible for providing exceptional customer service to our clients by conducting various transactions, answering questions, and promoting our bank's products and services.Key Responsibilities:Process deposits,...


  • Warren, United States Citizens Full time

    Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial...


  • Warren, United States Farmers National Full time

    Description SUMMARY: The purpose of this role is to provide support to the Retail Support Manager and retail employees regarding reporting, auditing, processes and procedures. ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following: Support branch staff - phone and email post training in all areas of the retail branch Serve as...


  • Warren, United States Farmers National Bank of Canfield Full time

    DescriptionSUMMARY: The purpose of this role is to provide support to the Retail Support Manager and retail employees regarding reporting, auditing, processes and procedures. ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following:Support branch staff - phone and email post training in all areas of the retail branchServe as a...


  • Warren, United States Circana Full time

    Client Insights Consultant Let’s be unstoppable together! Circana (formerly IRI and NPD) is the leading advisor on the complexity of consumer behavior. Through unparalleled technology, advanced analytics, cross-industry data, and deep expertise, we provide clarity that helps almost 7,000 of the world’s leading brands and retailers take action and...


  • Warren, United States Northwest Bank Full time

    Job Title: BSA/AML Senior InvestigatorThe BSA/AML Senior Investigator plays a critical role in implementing Northwest Bank's enterprise-wide financial crime prevention efforts. This position is responsible for coordinating day-to-day activities, developing policies and procedures, and maintaining best practices to prevent and detect financial fraud and...

  • Cloud Consultant

    4 weeks ago


    Warren, United States LTIMindtree Full time

    JR : 1301430RR : 421808-1Role : Amazon Connect ConsultantLocation : Remote w/ TravelRemote w/ 10% travelSalary Base– 170k – 185kDuration : 6 monthsMode of Hiring: FTEMust have skills : About US:LTIMindtree is a global technology consulting and digital solutions company that enables enterprises across industries to reimagine business models, accelerate...


  • Warren, United States Bohler Full time

    Overview At Bohler, we empower the ambitious to become the accomplished.  This greater purpose connects us with like-minded professionals, fosters meaningful relationships, and generates the alignment necessary to produce an unrivaled consulting and employment experience. Our New Jersey Region is looking for a Business Development Manager who embodies this...


  • Warren, Michigan, United States Farmers National Full time

    Job Summary:This role is responsible for the review and modification of Defined Contribution plans. Additional responsibilities include plan testing, preparation and filing of various IRS and DOL forms, participation in client consultation meetings and Plan terminations. Additionally, this role will conduct research, analysis and audits of various plans and...


  • Warren, Michigan, United States Welcome Wagon Full time

    About the RoleWe are seeking a highly motivated and experienced sales professional to join our team as a Community Marketing Executive. As an independent contractor, you will be responsible for selling consultative advertising services to local small businesses in your assigned territory.Your primary objective will be to identify potential clients, align...


  • Warren, Michigan, United States People Driven Credit Union Full time

    Enhance Member ExperiencesPeople Driven Credit Union is seeking a dedicated Senior Member Service Representative to join our team at our Warren, MI branch. As a key member of our team, you will be responsible for providing exceptional service to our valued members, ensuring every interaction meets our high standards of excellence. With a competitive starting...


  • Warren, United States People Driven Credit Union Full time

    Join People Driven Credit Union as a Full Time Senior Member Service Representative at our branch in Warren, MI, where your commitment to exemplary service will truly shine! Immerse yourself in a vibrant, member-centric culture that values empathetic problem-solving and forward-thinking ideas. You'll engage directly with our valued members, offering friendly...

  • Retail Banker I

    6 months ago


    Warren, United States TD Bank, N.A. Full time

    Description : The Retail Banker I is a Customer liaison that is integral to delivering TD’s Brand promise by utilizing financial expertise and consultative advice in advising Customers regarding banking solutions/needs. This role contributes to the achievement of business objectives that enable growth through identifying appropriate TD solutions that...


  • Warren, Ohio, United States Wells Fargo Full time

    About this role:Wells Fargo is looking for a talented Teller to join our Consumer, Small & Business Banking division in Trumbull, Connecticut. As a key member of our National Branch Network, you will play a vital role in providing exceptional customer service and financial solutions to individuals and businesses in the local community.As a Teller, you will...

  • Eft Processor

    1 week ago


    Warren, United States Northwest Bank Full time

    DescriptionAn EFT Processor l is responsible for processing all daily reports. This individual replies to e-mails on assigned days, processes incoming and outgoing mail, process responses to FISERV for disputes, completes work queues from CARE/Nautilus, and assists in completing thresh disputes.Essential Functions* Process all incoming and outgoing Mail...