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Financial Services Representative

2 months ago

Hewlett, New York, United States Flagstar Bank Full time
Job Summary

The Branch Banking Client Consultant II plays a pivotal role in delivering exceptional client experiences by addressing concerns and providing detailed information on various financial products tailored to meet clients' 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. The role involves greater lending and basic investment interactions and participation in more complex banking conversations with clients.

Key Responsibilities
  • Sales Performance: Collaborate with the team to achieve growth targets in financial performance, including outstanding deposits, loans, and non-interest income. 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. Resolve issues in a timely and effective manner, delivering client engagement and education. Meet behavioral activity goals, including NextGen and marketing campaign lead calling, weekly appointments set, and completed.
  • Risk Management: Execute sales, service, and banking transactions accurately and compliantly, striving 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. 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