Client Relationship Consultant II

2 weeks ago


Lawrence, Kansas, United States Flagstar Bank Full time

Position Overview:

The Licensed Client Consultant for Branch Banking plays a pivotal role in delivering outstanding customer service and comprehensive product insights to fulfill the financial aspirations of clients. This position emphasizes client relationship management, retention strategies, and facilitating connections with other bank specialists for enhanced support. Responsibilities include managing lending activities, basic investment discussions, and engaging in intricate banking dialogues with clients.

  • Sales Objectives: Contribute to team efforts aimed at achieving financial growth targets and attracting new clientele. Enable client introductions to relevant team members to foster successful sales endeavors.
  • Client Satisfaction: Address client inquiries, issues, and complaints promptly to ensure a favorable customer experience. Attain specified behavioral activity objectives established by Retail Leadership.
  • Compliance and Risk Management: Execute all transactions with precision and adherence to regulations to mitigate potential losses.
  • Undertake special projects and additional responsibilities as required. Comply with regulatory and compliance standards consistently.
  • Meet sales and referral targets through quality interactions and scheduled appointments. Provide tailored financial guidance to clients and make suitable referrals.

Qualifications:

  • Education: High School diploma or equivalent
  • Experience: 4-5 years in customer service and sales, ideally within the financial services sector
  • Licenses: NMLS registration, Life and Health Insurance, FINRA SIE, Series 6, Series 63 or 66
  • Prior experience in the financial services field and familiarity with digital products is preferred


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