Financial Services Consultant II

2 weeks ago


Orange, California, United States Flagstar Bank Full time

Client Relationship Consultant II - Float

Position Overview

The Client Relationship Consultant II - Float is responsible for traveling among designated branches to deliver exceptional financial services to clients. This role emphasizes client management, retention strategies, and facilitating connections with essential banking partners. Engages in intricate banking discussions with clients to address their needs.

Compensation: $28.69 per hour

Key Responsibilities:

  • Sales Objectives: Collaborate with the team to meet growth targets in financial performance and client acquisition. Facilitate introductions to team members to enhance successful sales efforts.
  • Client Engagement: Address account inquiries, resolve issues, and manage complaints to ensure a positive client experience. Achieve behavioral activity goals established by Retail Leadership.
  • Compliance and Risk Management: Ensure all sales, service, and banking transactions are conducted accurately and in accordance with regulations.
  • Undertake moderately complex special projects as needed.
  • Comply with all regulatory and compliance policies and standards.

Qualifications:

  • High School diploma or equivalent is required.
  • 4-5 years of experience in customer service and sales is required.
  • NMLS registration may be necessary.
  • Proven ability to train and mentor others is required.
  • Experience in the financial services sector is preferred.
  • Familiarity with digital products and self-service technologies is preferred.


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