Branch Banking - Client Consultant II

Job Summary

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. The role focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure clients have access to experts who can help them achieve their financial goals. This position encompasses additional lending and basic investment interactions and participates in more complex banking conversations with clients.

Branch Banking - Client Consultant II

Hesperia, CA 92345

• 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 reach growth targets and execute successful sales initiatives.
• Client
  
  Experience:
  
  Provide a positive client experience by assisting with account questions, problems, and/or complaints, and by researching and communicating solutions 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.

• Perform more moderately complex special projects and additional duties and responsibilities as required.
• Consistently adhere to regulatory and compliance policies and standards. Complete required compliance trainings and 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 of customer service and sales experience, including in the financial services industry.
• Ability to train and mentor others on products and platform procedures.

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

• Action‑oriented:
  Enjoys working hard, takes initiative, and pursues action enthusiastically to achieve results.
• Business Acumen:
  Knows products, understands the sales process, and appreciates market strategies and customer motivation.
• Approachability:
  Is easy to approach, conversational, and builds rapport quickly with clients and colleagues.
• Problem Solving:
  Uses rigorous logic and thorough analysis to solve difficult problems and identify hidden issues.
• Priority Management:
  Manages time effectively, eliminates roadblocks, and focuses on what matters most.
• Relationship Building:
  Builds and maintains effective relationships with stakeholders, aligning efforts with enterprise goals to accelerate performance.
• Client Relationship:
  Delivers tailored solutions to enhance the overall client experience.
• Work Culture:
  Supports a positive work environment by fostering effective customer and stakeholder relationships.
• Physical Demands (ADA):
  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 include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. Flagstar provides teammates with 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