Branch Banking Client Consultant II

2 days ago


Howell Township, New Jersey, United States Flagstar Bank Full time

Job Summary:

The Branch Banking Client Consultant II is a key role in providing exceptional client experiences by resolving concerns and offering product details that cater to clients' financial needs. This position focuses on client management, retention, and introductions to key bank partners to ensure clients have access to experts who can help them achieve their financial goals.

Key Responsibilities:

  • Sales Performance: Support team efforts to achieve growth targets in financial performance and primary client acquisition. Actively seek and deliver client introductions to the right team members to achieve growth targets and execute successful sales initiatives.
  • Client Experience: Provide positive client experiences by assisting with account questions, problems, and complaints. Deliver client engagement and education, meeting behavioral activity goals as defined by Retail Leadership.
  • Risk Management: Execute all sales, service, and banking transactions accurately and compliantly. Strive for no controllable losses.
  • Perform moderately complex special projects and additional duties as required.
  • Consistently adhere to regulatory and compliance policies and standards linked to the job, completing required compliance trainings.

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
  • 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

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