Financial Services Specialist

4 weeks ago


Fort Wayne, Indiana, United States Flagstar Bank Full time

The Financial Services Specialist at Flagstar Bank plays a pivotal role in delivering exceptional client experiences by addressing concerns and providing in-depth product information that cater to the unique financial needs of our clients.

This position focuses on client management, retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.

This role involves greater lending and basic investment interactions and participation in more complex banking conversations with clients.


Sales Performance:

Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition.

Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiatives.


Client Experience:

Provide positive client experiences by assisting with account questions, problems, and/or complaints and through research and communication resolve in a timely and effective manner.

Deliver client engagement and education.

Meet behavioral activity goals as defined by Retail Leadership, including NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed, and needs met.


Risk Management:
Execute all sales, service, and banking transactions accurately and compliantly. Strive for no controllable losses.

Job Requirements:
~ High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent, required
~ 4 – 5 years customer service and sales experience, including in the financial services industry, required
~ National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z, preferred. NMLS registration can be completed after job entry date
~ Ability to train and mentor others, including products and platform procedures
~ Experience with using and demonstrating digital products and self-service technologies, preferred
~ Performs more moderately complex special projects, and additional duties and responsibilities as required. Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state, and local laws and regulations.
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