Skip to main content

You will need to login before you can apply for a job.

Branch Banking Client Consultant II -Float

Employer
Flagstar Bank
Location
Commack, USA
Salary
Competitive
Closing date
Jul 30, 2024

View more

Job Function
Accounting/Audit/Tax
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Position Title
Branch Banking Client Consultant II -Float

Location
Commack/2225 Jericho Turnpike/110341

Job Summary
A Branch Banking-Client Consultant II- Float travels between assigned branches in order 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.

Pay Range: $19.13 - $23.91 - $28.69

Pay Range: Local Minimum Wage - $0.00 - $0.00

Job Responsibilities:
  • 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, NextGen 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.
  • 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.

Job Requirements:
  • High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent, required
  • 4 - 5 years customer service and sales experience, (including in the financial services industry, required
  • 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, required
  • Experience in financial services industry, preferred
  • Experience with using and demonstrating digital products and self-service technologies, preferred

Sign in to create job alerts

Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.

Create alert