Client Relationship Consultant II

1 week ago

Berkeley Twp, United States Flagstar Bank Full time

Job Summary: The Branch Banking Client Consultant II delivers exceptional service by addressing client inquiries and providing comprehensive product information tailored to meet their financial objectives. This role emphasizes client management, retention, and facilitating connections with essential bank partners (such as Mortgage and Business Banking) to ensure clients receive expert guidance in achieving their financial aspirations. The position involves more advanced lending and investment interactions, as well as engaging in intricate banking discussions with clients.

Pay Range: $28.69

  • Sales Performance: Contribute to team goals by driving growth in financial metrics (including deposits, loans, and non-interest income) and acquiring primary clients. Proactively identify and facilitate appropriate client introductions to relevant team members to meet growth objectives and implement effective sales strategies.
  • Client Experience: Ensure a positive client experience by assisting with account inquiries, resolving issues, and addressing complaints through thorough research and communication. Promote client engagement and education while meeting behavioral activity targets as established by Retail Leadership, including NextGen initiatives and marketing campaign follow-ups.
  • Risk Management: Accurately and compliantly execute all sales, service, and banking transactions, striving for zero controllable losses.
  • Engage in moderately complex special projects and undertake additional responsibilities as necessary.
  • Consistently comply with regulatory and compliance standards associated with the role, completing all required training and adhering to applicable federal, state, and local laws.

Job Requirements:

  • High School diploma or equivalent (GED, HiSET, TASC) required.
  • 4 to 5 years of customer service and sales experience, preferably in the financial services sector.
  • National Mortgage Licensing System (NMLS) registration is preferred but can be obtained post-employment.
  • Ability to train and mentor colleagues on products and operational procedures.
  • Experience in the financial services industry is preferred.
  • Familiarity with digital products and self-service technologies is preferred.

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