Branch Banking Client Consultant II - FLOAT - Sunrise FL
Listed on 2026-06-03
-
Sales
Financial Sales -
Finance & Banking
Financial Sales
Job Summary
Branch Banking-Client Consultant II-Float travels between assigned branches to provide customers with high quality, prompt, and professional financial services. 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 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, 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. Strives for no controllable losses. - Additional Accountabilities:
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.
- 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).
- May require National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. 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.
- Action-oriented – enjoys working hard, is action oriented and full of energy for challenging tasks.
- Business Acumen – knows products and understands the sales process, aware of market strategies and customer motivations.
- Approachability – easy to approach, warm, pleasant, and gracious, building rapport well.
- Problem Solving – uses rigorous logic and methods to solve difficult problems with effective solutions; listens and gathers information.
- Priority Management – manages time effectively, focuses on important goals, eliminates roadblocks.
- Relationship Building – builds and maintains effective relationships with stakeholders, aligns efforts with enterprise goals, builds trusted client relationships.
No unusual physical exertion is involved.
Benefits- Medical, dental, vision, life and disability insurance.
- Comprehensive leave program.
- Flagstar Bank Pay Range: $16.28 - $25.06.
Flagstar is an Equal Opportunity Employer.
Equal Opportunity Employer. For more Information: Member FDIC/Equal Housing Lender.
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