Financial Services Professional

5 days ago


Grandville, Michigan, United States Flagstar Bank Full time
Job Title: Financial Consultant

Job Summary:
The Financial Consultant will be responsible for building and maintaining relationships with retail bank branches, directing investment sales, and coaching licensed bankers. The ideal candidate will have 3+ years of retail sales experience, with some banking experience preferred. They will be responsible for meeting with customers to discuss their financial needs, outlining appropriate financial products, and processing paperwork in a timely manner. The Financial Consultant will also ensure compliance with applicable laws and regulations, complete required compliance training, and maintain knowledge of Flagstar's internal compliance policies and procedures.

Key Responsibilities:
  • Build and maintain relationships with retail bank branches and direct investment sales for assigned groups of licensed bankers.
  • Conduct phone calls to existing and prospective customers to schedule appointments and lead presentations.
  • Meet with customers to discuss their financial needs and outline appropriate financial products.
  • Process paperwork in a timely manner and stay current with customer and partner communications.
  • Ensure compliance with applicable laws and regulations and complete required compliance training.

Requirements:
  • 3+ years of retail sales experience, with some banking experience preferred.
  • 1+ years of sales experience in the Investment/Insurance industry preferred.
  • Proven success in sales, leadership, and customer service.
  • Excellent communication and coaching skills.
  • Ability to work well in a team environment and follow company policies and procedures.


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