Branch Banking Client Consultant III - Licensed

Position Title:

Branch Banking Client Consultant III
- Licensed

Location:

Clarkston, MI 48346

A Branch Banking Client Consultant III
- Licensed leverages extensive knowledge in banking, investments and lending to help clients achieve financial goals. Individuals in this position typically hold applicable investment and mortgage licensing and have proven success in consultative sale. The Client Consultant III plays a significant role in the branch sales execution while maintaining strong operational standards.

• Sales Performance: support growth of branch by achieving growth targets in financial performance (deposits, loans, and non-interest income).
• Client
  
  Experience:
  
  deliver client engagement and education using the tools and systems available; 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.
• Additional Accountabilities: perform special projects requiring seasoned level of experience branch process knowledge; additional duties and responsibilities as required; consistently adhere to regulatory and compliance policies and standards; maintain compliance with applicable federal, state and local laws and regulations; demonstrate ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial goals and objectives, leveraging phone and in-person appointments;
  
  engage in discovery-based conversations and provide customized financial advice by referring to Financial Consultants.

• Education level required:
  High School / Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
• Minimum experience required: 5+ years of customer service and sales experience in the financial industry.
• Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
• Ability to train and mentor others, including products and platform procedures.
• Experience in participating in sales campaigns/promotions.
• Experience with using and demonstrating digital products and self-service technologies.
• Life and Health Insurance Licenses required within the first 90 days of the role.
• FINRA Security Industry Essentials (SIE) required within 90 days of passing the Life and Health Insurance exam.
• FINRA License Series 6 required within 90 days of passing the SIE exam.
• FINRA License Series 63 or Series 66 required within 90 days of passing the Series 6 exam.

• Action-oriented – enjoys working hard, action oriented and energetic for challenges, not fearful of acting with minimum planning.
• Business Acumen – knows products, understands sales process, aware of marketplace strategies, and motivated by customer needs.
• Approachability – easy to approach, warm, pleasant, gracious, patient, and builds rapport.
• Problem Solving – uses logic and rigorous methods, probes all sources for answers, sees hidden problems, excellent analysis, listens actively.
• Priority Management – focuses on what is important, eliminates roadblocks, creates focus, uses time effectively, achieves more in less time.
• Relationship Building – builds and maintains effective relationships with stakeholders, communicates clearly, collaborates proactively, aligns relationship building with enterprise goals, delivers tailored solutions, and supports a positive work culture.

The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving, or infrequent lifting.

Benefits include medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program.

Flagstar is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or any other protected status.