Branch Banking - Client Consultant II
Company: Flagstar Bank
Location: Phelan
Posted on: October 27, 2024
Job Description:
The Branch Banking Client Consultant II provides best in class
experience by resolving concerns and providing various product
details that focus on meeting the financial needs of our clients.
Focuses on client management, client 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 position will have greater lending and basic
investment interactions and will participate in more complex
banking conversations with clients. Pay Range: $19.13 - $23.91 -
$28.69
- 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 initiative.
- Client Experience: Provide positive client experience by
assisting with account questions, problems and/or complaints and
through research and communication resolve in a timely and
effective manner. Delivers client engagement and Education. Meet
behavioral activity goals as defined by Retail Leadership
including, but not limited to, 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. Strives for no
controllable losses.
- 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.
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 in financial services industry, preferred
- Experience with using and demonstrating digital products and
self-service technologies, preferred
Keywords: Flagstar Bank, Pasadena , Branch Banking - Client Consultant II, Accounting, Auditing , Phelan, California
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