Financial Services Specialist

7 days ago


Grandville, Michigan, United States Flagstar Bank Full time

The Financial Consultant at Flagstar Bank plays a pivotal role in fostering and expanding relationships with existing clients and identifying new business opportunities. This involves creating personalized investment strategies tailored to each customer's unique goals, risk tolerance, and time horizon.

Key Responsibilities:

  • Develop and maintain strong relationships with retail bank branches, providing guidance and support to licensed bankers in their investment sales efforts.
  • Conduct phone calls to existing and prospective clients to schedule appointments, utilizing effective communication skills to build trust and rapport.
  • Meet with customers to discuss their financial needs and recommend suitable financial products that align with their goals.
  • Ensure timely processing of paperwork and stay up-to-date with customer and partner communications, maintaining a high level of compliance in the investment business.
  • Stay informed about and adhere to relevant federal, state, and local laws and regulations, completing required compliance training and maintaining knowledge of Flagstar's internal policies and procedures.

Requirements:

  • Minimum 3 years of retail sales experience, with some banking experience preferred.
  • 1+ year of sales experience in the Investment/Insurance industry preferred.
  • Proven track record of sales success, adaptability, collaboration, relationship building, reliability, and motivation to achieve results.
  • Ability to call on prospects and existing clients for sales opportunities, with a proven sales execution record.
  • Strong leadership, business development, and problem-resolution skills.
  • Excellent customer service skills and ability to resolve problems and prevent customer dissatisfaction.
  • Service-oriented and able to work well with branch employees and bank customers.
  • Strong coaching skills and ability to work effectively in a team environment.
  • Ability to follow company policies, guidelines, and procedures.


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