Position Title
Branch Banking – Client Consultant IILocation
Shaker Heights, OH 44122-3613Job 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.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
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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!
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