Client Services Consultant II

2 weeks ago

Woodbridge, New Jersey, United States Flagstar Bank Full time

JOB SUMMARY

A Client Consultant II in Branch Banking operates across designated branches to deliver exceptional, timely, and professional financial services to clients. This role emphasizes providing a premier customer experience by addressing inquiries and sharing product information tailored to meet the financial aspirations of our clientele. The position prioritizes client management, retention, and facilitating introductions to key banking specialists (such as Mortgage and Business Banking) to ensure clients have access to the expertise necessary for achieving their financial objectives. The role involves more extensive lending and fundamental investment interactions, engaging in more intricate banking discussions with clients.

PAY RANGE: $28.69

JOB RESPONSIBILITIES

  • Sales Performance (40% of time): Contribute to team efforts aimed at reaching growth objectives in financial performance (including deposits, loans, and non-interest income) and primary client acquisition. Proactively identify and connect clients with the appropriate team members to fulfill growth targets and execute successful sales initiatives.
  • Client Experience (30% of time): Ensure a positive client experience by addressing account inquiries, issues, and complaints, resolving them promptly and effectively through thorough research and communication. Drive client engagement and education, meeting behavioral activity goals set by Retail Leadership, including NextGen and marketing campaign lead calling, weekly appointments set, and needs addressed.
  • Risk Management (30% of time): Accurately and compliantly execute all sales, service, and banking transactions, striving for zero controllable losses.

ADDITIONAL ACCOUNTABILITIES

  • Engage in moderately complex special projects and undertake additional duties as necessary.
  • Adhere consistently to regulatory and compliance policies and standards relevant to the role, completing required compliance training and maintaining compliance with applicable federal, state, and local laws and regulations.

JOB REQUIREMENTS

Required Qualifications:

  • Education: High School diploma or equivalent (GED, HiSET, TASC) or foreign equivalent.
  • Experience: 4 to 5 years of customer service and sales experience, preferably in the financial services sector.
  • Licensing: May require National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, which can be completed post-hire.
  • Training Ability: Capability to train and mentor others on products and platform procedures.

Preferred Qualifications:

  • Experience in the financial services industry is preferred.
  • Familiarity with using and demonstrating digital products and self-service technologies.

JOB COMPETENCIES

  • Action-oriented: Exhibits a strong work ethic, is proactive, and thrives on challenges, acting decisively with minimal planning.
  • Business Acumen: Possesses a solid understanding of products and the sales process, aware of market strategies and customer motivations.
  • Approachability: Is friendly and easy to talk to, making an effort to ease interpersonal anxieties and build rapport.
  • Problem Solving: Employs logical methods to tackle complex issues, conducting thorough analyses and seeking innovative solutions.
  • Priority Management: Effectively prioritizes tasks, focusing on what is essential to achieve goals and eliminating obstacles.

Physical Demands (ADA): The role requires moderate physical exertion and stamina, including standing, sitting, walking, driving, and occasional lifting.

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