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Branch Banking – Client Consultant II

Position Title

Branch Banking – Client Consultant II

Location

Shaker Heights, OH 44122-3613

Job Summary

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.

Hourly Range: $19.13 - $23.91 - $28.69

Pay Range: Local Minimum Wage - $0.00 - $0.00

Job Responsibilities:

  • 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 with using and demonstrating digital products and self-service technologies, preferred

Flagstar is an Equal Opportunity Employer.

Average salary estimate

$49750 / YEARLY (est.)
min
max
$39700K
$59800K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Branch Banking – Client Consultant II, Flagstar Bank

Are you ready to take your career to new heights? At Flagstar Bank, the Branch Banking – Client Consultant II position in Shaker Heights is your opportunity to shine! In this role, you'll be the go-to expert, providing a best-in-class experience for our clients by addressing their concerns and detailing the various products that cater to their financial needs. You'll focus on client management, improve client retention, and introduce clients to our trusted bank partners in Mortgage and Business Banking, ensuring they have the right experts at their fingertips to achieve their financial goals. This isn't just another job; it's a chance to engage in complex banking conversations and have lending and investment interactions. Picture yourself resolving client inquiries, contributing to sales performance by supporting your team’s growth targets, and building strong relationships that lead to financial success for your clients. We are looking for enthusiastic team players with a solid customer service background who are ready to embrace the challenges ahead. If you thrive in a dynamic environment, have a knack for problem-solving, and are passionate about helping people, then this role may be the perfect fit for you. Join us at Flagstar Bank, where we prioritize compliance, customer satisfaction, and top-tier training for our team. The journey towards your next career milestone begins here – apply now to become part of our innovative and supportive team!

Frequently Asked Questions (FAQs) for Branch Banking – Client Consultant II Role at Flagstar Bank
What are the key responsibilities of a Branch Banking – Client Consultant II at Flagstar Bank?

As a Branch Banking – Client Consultant II at Flagstar Bank, you'll be responsible for delivering outstanding client experiences by resolving concerns, managing client relationships, and driving sales performance. You'll also facilitate introductions to bank partners, assist clients with inquiries and complaints, and ensure compliance with regulatory policies, all while striving to meet the financial needs of our clients.

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What qualifications are needed for the Branch Banking – Client Consultant II position at Flagstar Bank?

For the Branch Banking – Client Consultant II role at Flagstar Bank, candidates should have a high school diploma or equivalent and 4-5 years of customer service and sales experience, preferably in the financial services industry. While National Mortgage Licensing System (NMLS) registration is preferred, it can be completed after starting the job. A strong ability to mentor others and familiarity with digital products are also beneficial.

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How does Flagstar Bank support the career growth of a Branch Banking – Client Consultant II?

At Flagstar Bank, career growth is a priority for the Branch Banking – Client Consultant II role. The company provides comprehensive training and development opportunities, emphasizes mentorship, and encourages team members to enhance their skills through continuous education and product training to ensure they succeed in helping clients achieve their financial goals.

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What is the expected salary range for a Branch Banking – Client Consultant II at Flagstar Bank?

The hourly pay range for the Branch Banking – Client Consultant II at Flagstar Bank is between $19.13 and $28.69, depending on experience and performance. This competitive compensation reflects the value of exceptional client service and the expertise necessary to perform in this impactful role.

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What type of customer interactions can a Branch Banking – Client Consultant II expect at Flagstar Bank?

As a Branch Banking – Client Consultant II at Flagstar Bank, you can expect to engage in a range of customer interactions, including resolving account-related questions, addressing financial concerns, and facilitating conversations around lending and investment options. Your role will involve both direct engagements with clients and collaborative efforts with various banking partners, all aimed at enhancing the client experience.

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Common Interview Questions for Branch Banking – Client Consultant II
How do you ensure a positive client experience in a banking role?

To ensure a positive client experience, I actively listen to client concerns, provide timely and effective resolutions, and communicate clearly. I believe in fostering trust and transparency, which encourages clients to return for future banking needs.

Join Rise to see the full answer
Can you describe your experience with sales performance in a previous position?

In my previous role, I consistently met and exceeded sales targets by cultivating strong client relationships and understanding their needs. I also actively sought opportunities for product introductions to enhance client satisfaction and drive revenue.

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What strategies do you use for effective client management?

I use a combination of proactive communication, regular follow-ups, and personalized service to manage client relationships effectively. Understanding clients' unique needs helps me tailor solutions and build long-term loyalty.

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How do you handle difficult client situations?

When faced with difficult client situations, I remain calm and empathetic. I listen carefully, address their concerns with urgency, and work towards a solution that aligns with both the client's needs and the bank's policies.

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What role does compliance play in your daily activities?

Compliance is crucial in my daily activities as it ensures that all transactions and interactions adhere to regulatory standards. I prioritize compliance in every action to protect both the bank and our clients.

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How do you keep up with changes in banking regulations?

I keep up with changes in banking regulations by regularly attending training sessions, participating in industry webinars, and reading relevant publications. Staying informed allows me to maintain compliance and provide accurate information to customers.

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What is your approach to teamwork in a banking environment?

My approach to teamwork involves clear communication, collaboration, and supporting one another's goals. I believe in leveraging each team member's strengths to achieve collective success and foster a positive workplace culture.

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How do you prioritize your tasks in a busy banking branch?

In a busy banking branch, I prioritize tasks by assessing their urgency and impact on client satisfaction. I often create a daily to-do list, allowing me to focus on high-impact activities while remaining adaptable to any changes that arise.

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What customer service skills do you possess that would benefit Flagstar Bank?

I possess strong interpersonal communication skills, empathy, problem-solving abilities, and a solid understanding of financial products. These skills enable me to provide outstanding customer service, which is vital for the Branch Banking – Client Consultant II role.

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Can you give an example of how you've successfully resolved a client complaint in the past?

Yes, in a previous position, I encountered a client frustrated with a transaction error. I listened to their concerns, apologized for the inconvenience, and quickly investigated the issue. After resolving it, I followed up with the client to ensure their satisfaction, turning a negative experience into a positive one.

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To create a one-of-a-kind banking experience grounded in relationships, nurtured through service, and measured by results. Our STAR Values of Service, Trust, Accountability and Results are reflected in our daily work, our recognition programs, an...

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Full-time, on-site
DATE POSTED
April 18, 2025

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