Branch Banking --- Client Consultant II
Company: Flagstar Bank
Location: Staten Island
Posted on: October 26, 2024
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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, Stratford , Branch Banking --- Client Consultant II, Accounting, Auditing , Staten Island, Connecticut
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