Branch Banking - Client Consultant II

Position Title

Branch Banking - Client Consultant II

Van Wert, OH 45891

Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing 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.

• 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.
• Provide positive client experience by assisting with account questions, problems and/or complaints and resolving issues 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.
• Execute all sales, service, and banking transactions accurately and compliantly, striving for no controllable losses.
• Perform moderately complex special projects and additional duties 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:
  High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
• Minimum 4–5 years of 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 (registration can be completed after job entry date).
• Ability to train and mentor others, including products and platform procedures.

• Experience in financial services industry.
• Experience with using and demonstrating digital products and self‑service technologies.

• Action‑oriented – enjoys working hard, energy, urges action.
• Business Acumen – knows products, understands sales process, aware of strategies and tactics.
• Approachability – easy to approach and talk to, builds rapport.
• Problem Solving – uses logic to solve difficult problems.
• Priority Management – manages time effectively, eliminates roadblocks.
• Relationship Building – builds and maintains effective relationships with stakeholders.

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. Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program.