Branch Banking Client Advisor II

2 weeks ago


Woodbridge, New Jersey, United States Flagstar Bank Full time

JOB SUMMARY

A Client Consultant II in Branch Banking serves as a vital resource, traveling among designated branches to deliver exceptional, timely, and professional financial services to our clients. This role emphasizes providing a superior customer experience by addressing inquiries and offering detailed information on various products tailored to meet the financial aspirations of our clientele. The position is focused on client management, retention, and facilitating introductions to essential bank partners (such as Mortgage and Business Banking) to ensure clients have access to the expertise necessary for achieving their financial objectives. The role involves engaging in lending and basic investment discussions, as well as participating in more intricate banking dialogues with clients.

PAY RANGE: $28.69


JOB RESPONSIBILITIES

  • Sales Performance (40% of time): Collaborate with team members to meet growth targets in financial performance, including deposits, loans, and non-interest income. Proactively identify and connect clients with the appropriate team members to drive successful sales initiatives.
  • Client Experience (30% of time): Ensure a positive client experience by addressing account-related inquiries, issues, and complaints through effective research and communication. Deliver client engagement and education while meeting activity goals set by Retail Leadership.
  • Risk Management (30% of time): Accurately and compliantly execute all sales, service, and banking transactions, striving for zero controllable losses.

ADDITIONAL ACCOUNTABILITIES

  • Engage in moderately complex special projects and undertake additional responsibilities as required.
  • Adhere consistently to regulatory and compliance policies and standards relevant to the role, completing necessary compliance training.

JOB REQUIREMENTS

Required Qualifications:

  • Education: High School diploma or equivalent (GED, HiSET, TASC) or foreign equivalent.
  • Experience: 4 to 5 years of customer service and sales experience, preferably in the financial services sector.
  • Licensing: May require National Mortgage Licensing System (NMLS) registration as per the S.A.F.E. Act of 2008 and Regulation Z, which can be completed post-hire.
  • Skills: Ability to train and mentor others on products and platform procedures.

Preferred Qualifications:

  • Experience in the financial services industry is preferred.
  • Familiarity with digital products and self-service technologies.

JOB COMPETENCIES

  • Action-oriented: Demonstrates a proactive approach, embracing challenges with enthusiasm and urgency.
  • Business Acumen: Possesses a strong understanding of products and sales processes, with insight into market strategies and customer motivations.
  • Approachability: Maintains a welcoming demeanor, making it easy for others to engage and communicate.
  • Problem Solving: Employs logical methods to identify and resolve complex issues, actively listening and gathering information to inform decisions.
  • Priority Management: Effectively allocates time and resources to focus on critical tasks, eliminating obstacles to achieve goals.

Physical Demands (ADA): This role requires a moderate level of physical activity, including standing, sitting, walking, driving, and occasional lifting.


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