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Client Experience Specialist

2 months ago

Portage, Michigan, United States Flagstar Bank Full time

Job Summary: Flagstar Bank is seeking a highly skilled Branch Banking Client Consultant II to provide exceptional client experience and drive business growth. As a key member of our team, you will be responsible for resolving client concerns, providing product details, and introducing clients to key bank partners to meet their financial needs.

Key Responsibilities:

  • Client Management: Develop and maintain strong relationships with clients, understanding their financial goals and providing tailored solutions to meet their needs.

  • Sales Performance: Support team efforts 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. Deliver client engagement and education, meeting behavioral activity goals as defined by Retail Leadership.

  • Risk Management: Execute all sales, service, and banking transactions accurately and compliantly, striving for no controllable losses.

  • Special Projects: Perform moderately complex special projects and additional duties as required.

  • Compliance: Consistently adhere to regulatory and compliance policies and standards linked to the job, complete required compliance trainings, and maintain compliance with applicable federal, state, and local laws and regulations.

Requirements:

  • Education: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent, required.

  • Experience: 4 – 5 years customer service and sales experience, including in the financial services industry, required.

  • NMLS Registration: 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.

  • Training and Mentoring: Ability to train and mentor others, including products and platform procedures.

  • Financial Services Experience: Experience in the financial services industry, preferred.

  • Digital Products: Experience with using and demonstrating digital products and self-service technologies, preferred.