Senior Banking Consultant

4 weeks ago


Austin, Texas, United States Flagstar Bank, N.A. Full time

Job Title: Senior Small Business Banking Consultant

Job Summary:

A Senior Small Business Banking Consultant is responsible for meeting the needs of Small Business clients that are domiciled in the Consumer Bank. This involves a team approach, working directly with clients, branch bankers, underwriters, and product specialists through telephone contact.

Key Responsibilities:

  • Manage and grow Small Business client relationships, including sole proprietors, non-profits, and employer firms.
  • Act as an expert advisor to the Small Business owner on financial management, covering a full range of financial products and services.
  • Perform application and fulfillment process directly on some solutions.
  • Make referrals to product and fulfillment experts as required.
  • Manage/solve complex servicing issues for clients.
  • Proactively contact targeted clients, sharing the impact Flagstar can have on their Small Business.
  • Facilitate credit requests within Consumer Bank thresholds and refer larger credit opportunities to the Commercial Bank.
  • Meet individual performance goals of revenue/profit growth matrix on a quarterly basis.

Requirements:

  • Undergraduate Degree, required.
  • 7 years of sales/client relationship management experience in banking/financial products, including significant experience with small business clients, required.
  • 7 years as a Small Business Banker, Business Banking Relationship Manager, or Branch Leader/Manager, preferred.
  • 7 years phone-based sales experience of banking/financial products or solutions, preferred.
  • Formal credit training and small business banking sales training, preferred.

Equal Opportunity Employer: minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity



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