Branch Banking Client Consultant II
Share job link
Position Title
Branch Banking Client Consultant II
Location
Novi, MI 48375
Job Summary
The 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. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.
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
- National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z, preferred. 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, preferred
Flagstar is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identify, or national origin.
Get notified for similar jobs
Failure!
Get tailored job recommendations based on your interests.
Profile recommendations
Similar Jobs
-
Branch Banking Client Consultant II
Job Id 16843 Category Consumer Banking Location Berkley, Michigan, United States of America
The 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. 4 – 5 ye...
-
Branch Banking Client Consultant II
Job Id 16834 Category Consumer Banking Location Berkley, Michigan, United States of America
The 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. 4 – 5 ye...
-
Branch Banking Client Consultant II
Job Id 17102 Category Consumer Banking Location Chelsea, Michigan, United States of America
The 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. 4 – 5 ye...
-
Branch Banking Client Consultant II
Job Id 16964 Category Consumer Banking Location Mountain, Wisconsin, United States of America
The 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. 4 – 5 ye...
-
Branch Banking – Client Consultant II
Job Id 17072 Category Consumer Banking Location Fort Wayne, Indiana, United States of America
The 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. 4 – 5 ye...
-
Branch Banking – Client Consultant II (Part-Time)
Job Id 16974 Category Consumer Banking Location Cleveland, Ohio, United States of America
The 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. 4 – 5 ye...
-
Branch Banking Client Consultant I (Part Time)
Job Id 16390 Category Consumer Banking Location Mentor, Ohio, United States of America
A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by gr...
-
Branch Banking Client Consultant I
Job Id 16659 Category Consumer Banking Location Dearborn, Michigan, United States of America
A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by gr...
Jobseekers Also Viewed
-
Branch Banking Client Consultant II
Job Id 16834 Category Consumer Banking Location Berkley, Michigan, United States of America
The 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. 4 – 5 ye...
-
Branch Banking-Client Consultant II-Licensed
Job Id 16792 Category Consumer Banking Location Plantation, Florida, United States of America
The Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our client...
-
Branch Banking Client Consultant I (Float)
Job Id 16884 Category Consumer Banking Location Iron River, Michigan, United States of America
A Branch Banking-Client Consultant I - Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Responsible for interacting...
-
Branch Banking Leader (Float)
Job Id 16872 Category Consumer Banking Location Gillett, Wisconsin, United States of America
A Branch Banking Float Leader travels between assigned branches to provide clients with high quality, prompt, and professional financial services. The Float Leader helps to drive branch revenue growth...
-
Financial Consultant
Job Id 16449 Category Consumer Banking Location Grand Rapids, Michigan, United States of America
The financial consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment and Insurance business from prospective customers. Direct...