Branch Banking Client Consultant II - Boynton FL

Job Summary

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.

• 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 initiatives.
• 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. Deliver client engagement and education. Meet behavioral activity goals as defined by Retail Leadership including next‑gen 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. Strive for no controllable losses.
• Additional Accountabilities:
  Perform more moderately complex special projects, and additional duties and responsibilities as required. Consistently adhere to regulatory and compliance policies and standards and complete required compliance trainings. Maintain compliance with applicable federal, state and local laws and regulations.

• 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.
• Ability to train and mentor others, including products and platform procedures.
• Preferred Qualifications:
  
  Experience in the financial services industry. Experience with using and demonstrating digital products and self‑service technologies.

• Action‑oriented
  - Enjoys working hard, is action oriented and full of energy for the things he/she sees as challenging. Seizes more opportunities by aggressively pursuing action to achieve results.
• Business Acumen
  - Knows products and understands the sales process. Is aware of how strategies and tactics work in the marketplace and what motivates a customer.
• Approachability
  - Is easy to approach and talk to. Spends extra effort to put others at ease and can build rapport well.
• Problem Solving
  - Uses rigorous logic and methods to solve difficult problems with effective solutions. Gathers informal and incomplete information to act quickly.
• Priority Management
  - Uses time effectively and efficiently, eliminates roadblocks and creates focus, and can attend to a broader range of activities.

No unusual physical exertion is involved.

Flagstar is an Equal Opportunity Employer. We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience, and other non‑discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment.

Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Pay range: $17.12 – $26.97.