Branch Banking Specialist
3 weeks ago
Job Summary:
The Branch Banking Client Consultant II plays a critical role in delivering exceptional client experiences by resolving concerns and providing detailed information on various financial products that cater to the needs of our clients. This position focuses on client management, retention, and introductions to key bank partners to ensure our clients have access to experts who can help them achieve their financial goals.
Key Responsibilities:
- Provide best-in-class client experiences by addressing account questions, problems, and complaints in a timely and effective manner.
- Deliver client engagement and education through research and communication.
- Meet behavioral activity goals as defined by Retail Leadership, including NextGen and marketing campaign lead calling, weekly appointments set, and completed.
- Execute all 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
About Flagstar Bank:
Flagstar Bank is a leading financial institution dedicated to providing exceptional client experiences and delivering innovative financial solutions. We are committed to building long-term relationships with our clients and communities, and we are seeking talented professionals to join our team.
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