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Client consultant
FlagStar Bank Three Rivers, MI
$46k-59k (estimate)
Full Time 1 Week Ago
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FlagStar Bank is Hiring a Client consultant Near Three Rivers, MI

Description

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.

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 with using and demonstrating digital products and self-service technologies, preferred

Last updated : 2024-04-23

Job Summary

JOB TYPE

Full Time

SALARY

$46k-59k (estimate)

POST DATE

04/24/2024

EXPIRATION DATE

07/10/2024

WEBSITE

connectity.com

SIZE

<25

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The following is the career advancement route for Client consultant positions, which can be used as a reference in future career path planning. As a Client consultant, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client consultant. You can explore the career advancement for a Client consultant below and select your interested title to get hiring information.