Branch Banking Client Consultant II-PT
3 weeks ago
- 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 I-PT
1 month ago
East Northport, 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 Leader
2 weeks ago
East Northport, United States Disability Solutions Full timeBranch Banking Leader coaches a high-performing branch team to meet and exceed performance targets by teaching, training, and modeling sales behaviors while ensuring operational excellence. In addition, this role has a large focus on coaching to sales, revenue growth, and operational integrity with a focus on successful sales and client experience behaviors...
-
Financial Consultant
1 month ago
East Meadow, United States Flagstar Bank Full timeThe financial consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment and Insurance business from prospective customers. Advise and assist Flagstar customers in optimizing their financial position by creating a customized investment strategy designed around their goals, time frame, and...
-
Branch Director
3 weeks ago
East Troy, Wisconsin, United States Citizens Bank - WI Full timeCitizens Bank - WI is seeking an experienced professional to fill the role of Branch Manager. This position offers a competitive salary and a comprehensive benefits package.Job Description:The Branch Manager is responsible for overseeing the daily operations of a bank branch, ensuring a strategic focus on deposit growth through consultative selling,...
-
Financial Service Advisor Senior
3 days ago
East Meadow, New York, United States Flagstar Bank Full timeAbout the RoleWe are seeking a Financial Service Advisor Senior to join our team. As a Client Consultant II-Licensed, you will play a critical role in providing exceptional customer service, resolving client concerns, and offering tailored financial solutions to meet their needs. Your expertise will drive client relationships, manage risk, and contribute to...
-
Relationship Banking Specialist
10 hours ago
East Moline, Illinois, United States Old National Bank Full timeOverview:As a Relationship Banker at Old National Bank, you will play a critical role in building and maintaining strong relationships with our clients. You will be responsible for providing personalized financial solutions, insight, and advice to help clients achieve their goals and objectives. This is a unique opportunity to join a growing,...
-
Leadership Role in Branch Banking
3 weeks ago
East Northport, New York, United States Flagstar Bank Full timeAbout This OpportunityThis is an exciting opportunity to lead a high-performing branch team and drive market growth of primary client relationships.Main Responsibilities:Financial Performance: Achieve growth targets, drive financial results, and make informed business decisions.Coaching and Leadership: Develop sales strategies, provide coaching and guidance,...
-
Client Services Representative II
2 days ago
East Providence, United States Disability Solutions Full timeAt Bank of America, we are committed to helping our clients achieve their financial goals. As a Client Services Representative II, you will play a key role in providing exceptional customer service and resolving client requests in a timely and professional manner.This is an IN-OFFICE position that requires strong communication and problem-solving skills. You...
-
Citizens Branch Manager
4 weeks ago
EAST BOSTON, United States Citizens Full timeDescriptionAs a Branch Manager you will drive branch performance, sales growth, and colleague and customer experience through inspirational leadership, highly collaborative partnerships, and sound operational practices. The Branch Manager is directly responsible for creating and maintaining a strong customer-centric culture and is the primary mentor and...
-
Citizens Branch Manager
4 weeks ago
East Boston, United States Citizens Full timeJob DescriptionDescriptionAs a Branch Manager you will drive branch performance, sales growth, and colleague and customer experience through inspirational leadership, highly collaborative partnerships, and sound operational practices. The Branch Manager is directly responsible for creating and maintaining a strong customer-centric culture and is the...
-
Associate Client Consultant
6 months ago
East Hampton, United States Total System Services LLC Full timeDescription Summary The Associate Client Consultant will have responsibility for driving client and product optimization across the TSYS Product Ecosystem for revenue expansion and deepened client engagement opportunities. Individuals will work closely with clients to optimize business processes using TSYS products. This consultative approach will...
-
Banking Operations Manager
3 weeks ago
East Syracuse, New York, United States Pathfinder Bank Full timeAbout Us:Pathfinder Bank is a community-focused financial institution committed to building lasting connections in Central New York. We take pride in being more than just a financial institution, actively contributing to the growth and prosperity of the local community we serve.Our Vision:We strive to create a collaborative environment where our employees...
-
Client Service Associate
2 months ago
East Bernard, United States BankTalent HQ Full timeAt Amegy Bank, people and culture are at the heart of everything we do. Everyone counts isn't just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who...
-
Retail Banking Manager
1 week ago
East Syracuse, New York, United States Pathfinder Bank Full timeAbout Our TeamWe're a community-focused bank dedicated to building lasting connections in Central New York. Our team thrives on collaboration and celebrates innovative ideas.Job DescriptionThis Customer Service Specialist role involves coordinating and supervising all aspects of CSR operations within the branch. The ideal candidate will have 3+ years of bank...
-
Banking Operations Coordinator
1 week ago
East Syracuse, New York, United States Pathfinder Bank Full timePathfinder Bank offers an exciting opportunity for a skilled professional to join our team as a Customer Service Specialist. As a CSS, you will play a vital role in providing exceptional customer service and ensuring the smooth operation of our branch.**Key Highlights:Opportunity to work in a fast-paced, collaborative environmentChance to develop...
-
Market Relationship Banker
10 hours ago
East Moline, Illinois, United States Old National Bank Full timeJob Summary:We are seeking a skilled Market Relationship Banker to join our team at Old National Bank. This role involves developing and cultivating long-term client relationships by providing personalized financial solutions, insight, and advice. The ideal candidate will have experience in relationship-based client consultation and/or consultative sales,...
-
Financial Services Representative
3 weeks ago
East Northport, New York, United States Flagstar Bank Full time**Overview of Flagstar Bank**Flagstar Bank is a leading provider of financial services, dedicated to delivering exceptional customer experiences and building long-lasting relationships.**Job Summary:**We are seeking a highly motivated Financial Services Representative - Client Acquisition Specialist to join our team. As a key member of our branch network,...
-
Physical Therapist
2 months ago
East Orange, United States Brookhaven Center for Rehabilitation and Healthcare Full timePhysical Therapist (PT)Rate: $47- $55 Per HourBENEFITS:• Same Day Pay!!• Refer a friend Bonus!!• Weekly Employee Appreciation Event- “Thankful Thursday”• Monthly Gift Giveaways!!• Exciting Attendance Program!!• Medical, Dental & Vision Insurance• Life Insurance• Disability Insurance• 401K• Holiday Pay• Paid Time Off• Overtime...
-
Physical Therapist
3 weeks ago
East Orange, United States Brookhaven Center for Rehabilitation and Healthcare Full timePhysical Therapist (PT) Rate: $47- $55 Per Hour BENEFITS: • Same Day Pay!! • Refer a friend Bonus!! • Weekly Employee Appreciation Event- “Thankful Thursday” • Monthly Gift Giveaways!! • Exciting Attendance Program!! • Medical, Dental & Vision Insurance • Life Insurance • Disability Insurance • 401K • Holiday Pay • Paid...
-
Physical Therapist
4 weeks ago
East Orange, United States Brookhaven Center for Rehabilitation and Healthcare Full timePhysical Therapist (PT) Rate: $47- $55 Per Hour BENEFITS: • Same Day Pay!!• Refer a friend Bonus!!• Weekly Employee Appreciation Event- "Thankful Thursday"• Monthly Gift Giveaways!!• Exciting Attendance Program!!• Medical, Dental & Vision Insurance • Life Insurance • Disability Insurance • 401K • Holiday Pay • Paid Time Off •...