Branch Banking - Client Consultant II

Overview

Branch Banking Client Consultant II provides a best‑in‑class experience by resolving concerns and offering product details to meet clients’ financial needs. This role focuses on client management, retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure clients have access to experts who can help achieve financial goals. The position involves lending, basic investment interactions, and complex banking conversations with clients.

• Sales Performance
  :
  Support team efforts to achieve growth targets in financial performance (deposits, loans, non‑interest income) and primary client acquisition. Actively seek and deliver client introductions that achieve growth targets and execute successful sales initiatives.
• Client Experience
  :
  Provide a positive experience by assisting with account questions, problems, and complaints, researching and communicating to resolve matters timely and effectively. Deliver client engagement and education. Meet behavioral activity goals such as 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. Execute required compliance trainings and adhere to federal, state, and local laws.
• Additional Accountabilities
  :
  Perform moderately complex projects and additional duties as required.

• Education:
  
  High School / GED / HiSET / TASC / Foreign Equivalent.
• Experience:
  
  4–5 years customer service and sales experience, including within the financial services industry.
• Licensing:
  National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z (registration can be completed after the job entry date).
• Other:
  Ability to train and mentor others on products and platform procedures.

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

• Action‑oriented:
  Enjoys hard work, is proactive, and pursues results with urgency.
• Business Acumen:
  Understands products, sales processes, and market motivations.
• Approachability:
  Easy to approach, warm, pleasant, and builds rapport.
• Problem‑Solving:
  Uses rigorous logic to solve difficult problems and finds hidden issues.
• Priority Management:
  Focuses on important tasks, eliminates roadblocks, and uses time efficiently.
• Relationship Building:
  Builds and maintains effective relationships with stakeholders to align with enterprise goals.

No unusual physical exertion is involved.

Flagstar is an Equal Opportunity Employer. The company is committed to providing clear and accurate compensation information in accordance with applicable laws. While the actual starting base pay will be determined based on location, experience, and permissible factors, total compensation may include variable incentives, bonuses, commissions, or other awards. Flagstar provides a comprehensive benefits package including medical, dental, vision, life, and disability insurance, as well as a leave program.

The bank complies with the EEOC, FDIC, and Equal Housing Lender requirements.

Pay Range: $17.12 – $26.97 per hour.