Branch Banking - Client Consultant II - Licensed
Company: Flagstar Bank
Location: Boynton Beach
Posted on: April 28, 2024
Job Description:
The Branch Banking Client Consultant II - Licensed 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.
- (40% of time) 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.
- (30% of time) 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.
- (30% of time) 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.
Additional Accountabilities:
- 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.
- Demonstrated ability to attain sales and referral goals through
preset appointments and quality conversations leading to
recommendations that support clients' financial goals and
objectives, leveraging phone, and in-person appointments.
- Engage in discovery-based conversations and provide customized
financial advice by referring to Financial Consultants.
Job Requirements:
- Education level required: High School / High School Equivalency
(GED, HiSET, TASC)/Foreign Equivalent
- Minimum experience required: 4 - 5 years customer service and
sales experience, (including in the financial Services
industry
- Requires National Mortgage Licensing System (NMLS) registration
under the terms of the S.A.F.E. Act of 2008 and Regulation Z
- Ability to train and mentor others, including products and
platform procedures Life and Health Insurance Licenses (required
within the first 90 days in role. Failure to pass exam/or no
attempt to take exam will result in removal from LBE program).
- FINRA Security Industry Essentials (SIE) (required within 90
days of passing the Life and Health Insurance exam. Failure to pass
exam/or no attempt to take exam will result in removal from LBE
program)
- FINRA License Series 6 (required within 90 days of passing
Security Industry Essentials exam. Failure to pass exam/or no
attempt to take exam will result in removal from LBE.
Keywords: Flagstar Bank, Jupiter , Branch Banking - Client Consultant II - Licensed, Accounting, Auditing , Boynton Beach, Florida
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