Financial Consultant

Position Title Financial Consultant Location Grand Rapids, MI 49534-4546 Job Summary The financial consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment and Insurance business from prospective customers. Advise and assist Flagstar customers in optimizing their financial position by creating a customized investment strategy designed around their goals, time frame, and comfort level with market risk. Job Responsibilities: Job Responsibilities: Build and maintain excellent relationships with the retail bank branches. Direct the investment sales for an assigned group of retail bank licensed bankers through coaching, training, goal setting, marketing plans and daily support. Indirect talent management for licensed bank staff and responsible for the following: conduct team performance meetings, perform observations, maintain an action plan, ensure cross training is achieved, ensure that compliance requirements are met. Conducting phone calls to existing and prospective retail bank customers and Book of Business customers with the objective of scheduling appointments. Lead, establish priorities and prepare presentations for these calls and coach retail bank licensed bankers on conducting a successful prospect call. Documents calls and results and submits reports to superiors as required. Meets with customers or prospects to discuss their financial needs and outline appropriate financial products that meet the financial goals for customers. Process all paperwork in a timely manner. Stay current with all customer and partner communications and deadlines. Maintain and manage a highly compliant investment business. Ensure compliance with applicable federal, state and local laws and regulations. Complete all required compliance training. Maintain knowledge of and adhere to Flagstar's internal compliance policies and procedures. Take responsibility to keep up to date with changing regulations and policies. Job Requirements: 3 years in retail sales required, with some banking experience preferred 1 years of sales experience in the Investment / Insurance industry preferred. Proven success demonstrating sales results, exceeding sales expectations, adaptability, collaboration, relationship building, reliability and motivation to success. Desire and willingness to call on prospects and existing clients for sales opportunities. Proven sales execution. Proven leadership, business development and problem resolutions skills. Proven customer service skills and the ability to resolve problems and prevent customer dissatisfaction Service oriented and be able to work well with branch employees and bank customers. Excellent listening, verbal and written communication skills and demonstrated success communicating with various levels within an organization. Strong coaching skills. Demonstrated ability to work well in a team environment Demonstrated ability to follow company policies, guidelines and procedures 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. 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