Branch Banking Client Consultant II

Position Title

Branch Banking Client Consultant II

New Hudson, MI 48165

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. The role will involve 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 a positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve 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.
• Risk Management: Execute all sales, service, and banking transactions accurately and compliantly, striving for no controllable losses.
• Additional Accountabilities: Perform moderately complex special projects and additional duties 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: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
• Experience: 4–5 years of customer service and sales experience, including in the financial services industry
• Licensing: 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 the financial services industry
• Experience with using and demonstrating digital products and self‑service technologies

• Action‑oriented – enjoys working hard, is full of energy for challenging tasks, and seeks opportunities aggressively and enthusiastically.
• Business Acumen – knows products, understands our sales process, and knows how strategies and tactics work in the marketplace.
• Approachability – easy to approach and talk to, warm, pleasant, gracious, and patient with others’ interpersonal anxieties.
• Problem Solving – uses rigorous logic and methods to solve difficult problems, probes all sources, shows honest analysis, and looks beyond obvious answers.
• Priority Management – spends time on what is important, eliminates roadblocks, creates focus, and values time.
• Relationship Building – builds and maintains effective relationships with stakeholders, aligns efforts with enterprise goals, and delivers tailored solutions.
• Work Culture – fosters a positive work environment, displays importance of effective relationships with customers and stakeholders.

No unusual physical exertion is involved.

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

$17.12 – $26.97 hourly.

Flagstar is an Equal Opportunity Employer.  Member FDIC/Equal Housing Lender.