Branch Banking Client Consultant II - Licensed
Flagstar BankJob Details
Job Description
Position Title Branch Banking Client Consultant II - Licensed Location Ozone Park, NY 11416 Job Summary 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 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.
- Demonstrated 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. Job
Requirements:
Education:
level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent. Minimum
experience:
required: 4 – 5 years customer service and sales
experience:
, (including in the financial Services 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. Life and Health Insurance Licenses (required within the first 90 days in role.
Failure to pass exam/or no attempt to take exam will result in removal from LBE program). FINRA Security Industry Essentials (SIE) (required within 90 days of passing the Life and Health Insurance exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program). FINRA License Series 6 (required within 90 days of passing Security Industry Essentials exam.
Failure to pass exam/or no attempt to take exam will result in removal from LBE program). FINRA License Series 63 or Series 66 (required within 90 days of passing the Series 6 exam).
Experience:
in financial services industry, preferred.
Experience:
with using and demonstrating digital products and self-service technologies, preferred. Flagstar is an Equal
Opportunity:
Employer Flagstar provides teammates access to a variety of
benefits:
including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program.
Please click the following link for detailed information:
Benefits:
| Flagstar Bank Who We Are Flagstar Bank is a diversified consumer and commercial bank grounded in building relationships to meet clients where they are on their financial journeys. Our History Our parent company, New York Community Bancorp, Inc., is based in Hicksville, NY, and has $116.3 billion in assets, $85.6 billion in loans, $81.4 billion in deposits, and $10.8 billion in total stockholder equity.
We are a leading regional bank with 420 banking branches, 134 private client banking teams, wholesale lending via approximately 3,000 third-party originators, retail mortgage lending, multifamily lending, mortgage servicing, and subservicing. We’re also the second largest mortgage warehouse lender nationally based on total commitments.
Flagstar has strong footholds in the Northeast and Midwest and exposure to high-growth markets in the Southeast and West Coast.
What We:
Do We are driven by our commitment to partner with our clients to set and reach goals together, helping them to take charge and thrive. Equal
Opportunity:
Employer For more information: flagstar.com/eeoc Member FDIC/Equal Housing Lender


