Licensed Client Consultant II

2 weeks ago

Boca Raton, Florida, United States Flagstar Bank Full time

Position Overview

The Licensed Client Consultant II at Flagstar Bank is dedicated to delivering exceptional service by addressing client inquiries and providing comprehensive product information tailored to meet their financial objectives. This role emphasizes client relationship management, retention strategies, and facilitating connections with essential banking partners (such as Mortgage and Business Banking) to ensure clients have access to specialized financial expertise.


Key Responsibilities

  • Sales Performance: Collaborate with the team to meet growth targets in financial metrics (including deposits, loans, and non-interest income) while driving client acquisition. Proactively connect clients with the appropriate team members to foster successful sales initiatives.
  • Client Experience: Enhance client satisfaction by resolving account-related inquiries and issues promptly and effectively. Deliver engaging client education and meet activity benchmarks as established by Retail Leadership, which includes marketing outreach and appointment management.
  • Risk Management: Ensure all sales, service, and banking transactions are executed accurately and in compliance with regulations, striving for zero controllable losses.

Additional Responsibilities

  • Engage in moderately complex projects and perform additional duties as required.
  • Adhere to all regulatory and compliance standards associated with the role, completing necessary training to maintain compliance with applicable laws.
  • Demonstrate the ability to achieve sales and referral objectives through effective client interactions, both over the phone and in person.
  • Conduct discovery-based discussions to provide tailored financial advice, collaborating with Financial Consultants as needed.

Job Requirements

  • Educational Requirement: High School Diploma or equivalent (GED, HiSET, TASC).
  • Experience: 4 to 5 years in customer service and sales, preferably within the financial services sector.
  • Licensing: Must possess National Mortgage Licensing System (NMLS) registration in accordance with the S.A.F.E. Act and Regulation Z.
  • Training Ability: Capable of mentoring others in product knowledge and platform procedures.
  • Licenses: Life and Health Insurance Licenses required within the first 90 days; failure to comply may result in removal from the program.
  • FINRA Licenses: Series 6 and Series 63 or Series 66 must be obtained within specified timeframes.

Preferred Qualifications

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

Core Competencies

  • Action-Oriented: Demonstrates a proactive approach and enthusiasm for tackling challenges.
  • Business Acumen: Understands products and sales processes, with insight into market strategies and customer motivations.
  • Approachability: Creates a welcoming environment, fostering open communication and rapport with clients.
  • Problem Solving: Employs logical methods to identify and resolve complex issues effectively.
  • Priority Management: Focuses on essential tasks, optimizing time and resources to achieve goals efficiently.

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