Branch Banking Client Consultant II - Float at Flagstar Bank, N.A. in Delray Beach, Florida

Posted in General Business 25 days ago.

Type: Full-Time





Job Description:

Position Title
Branch Banking Client Consultant II - Float

Location
Delray Beach, FL 33446-1395

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.

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 deli ver 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.

ADDITIONAL ACCOUNTABILITIES

  • Performs more moderately complex special projects, and additional duties and responsibilities as required .

  • C onsistently adhere s 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 a n d regulations.

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 s ervices industry

  • 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

Preferred Qualifications :

  • Experience in financial services industry preferred.

Flagstar is an Equal Opportunity Employer.





More jobs in Delray Beach, Florida

Other
about 2 hours ago

Walmart
$14.00 - $26.00 per hour
Other
about 3 hours ago

Walmart
$14.00 - $26.00 per hour
Other
about 3 hours ago

Walmart
$14.00 - $26.00 per hour
More jobs in General Business

General Business
30+ days ago

Manpower Group
General Business
30+ days ago

Manpower Group
General Business
6 minutes ago

Manpower Group