Financial Services Consultant II

2 weeks ago


Newark, New Jersey, United States Flagstar Bank Full time
Position Title
Branch Banking Client Consultant II - Float

Location
Not Specified

Job Summary
The Branch Banking Client Consultant II - Float is responsible for traveling between designated branches to deliver exceptional, timely, and professional financial services to customers. This role emphasizes providing a premier client experience by addressing inquiries and offering comprehensive product information tailored to meet the financial aspirations of our clients. The consultant will concentrate on client management, retention strategies, and facilitating introductions to essential bank partners (such as Mortgage and Business Banking) to ensure clients have access to specialists who can assist them in reaching their financial objectives. This position involves increased lending responsibilities and basic investment interactions, engaging in more intricate banking discussions with clients.

Compensation:
Pay Range: $28.69

Job Responsibilities:
  • Sales Performance: Collaborate with team members to meet growth objectives in financial performance (including deposits, loans, and non-interest income) and client acquisition. Proactively identify and connect clients with the appropriate team members to achieve sales goals and implement successful initiatives.
  • Client Experience: Ensure a positive client experience by addressing account inquiries, resolving issues, and providing timely communication. Engage clients through education and meet activity targets as defined by leadership, including marketing initiatives and appointment metrics.
  • Risk Management: Conduct all sales, service, and banking transactions with accuracy and compliance, striving for zero controllable losses.
  • Undertake moderately complex special projects and additional responsibilities as needed.
  • Consistently adhere to regulatory and compliance standards associated with the role and complete required training. Maintain compliance with applicable laws and regulations.
Job Requirements:
  • High School Diploma or equivalent (GED, HiSET, TASC) required.
  • 4 - 5 years of customer service and sales experience, preferably in the financial services sector.
  • National Mortgage Licensing System (NMLS) registration may be required under the S.A.F.E. Act of 2008; registration can be completed post-hire.
  • Ability to train and mentor others on products and procedures is essential.
  • Experience in the financial services industry is preferred.
  • Familiarity with digital products and self-service technologies is advantageous.


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