Understanding the Role of a Branch Banking Client Consultant II-Float
With the ever-evolving financial market dynamics, the role of a Branch Banking Client Consultant II-Float is becoming increasingly significant. When it comes to providing customers with top-notch, prompt, and professional financial services, these consultants are at the forefront. This position, based in Bellerose, NY, involves traveling between assigned branches to cater to the financial needs of clients.
Beyond just providing essential services, a Branch Banking Client Consultant II-Float also plays an instrumental role in client retention, management, and introducing clients to key bank partners. The ultimate goal is to ensure clients have access to experts who can guide them towards achieving their financial goals. This position also entails a higher level of interaction with lending and basic investment operations, along with participation in more complex banking conversations with clients.
Responsibilities and Requirements
Job Responsibilities:
- Sales Performance: These professionals are expected to support team efforts to achieve financial performance targets such as outstanding deposits, loans, and non-interest income, as well as primary client acquisition. They are also responsible for executing successful sales initiatives.
- Client Experience: Providing a positive client experience is a key aspect of this role. This includes assisting with account queries, resolving problems, and ensuring overall client satisfaction.
- Risk Management: A Branch Banking Client Consultant II-Float is also responsible for managing risks. They are expected to execute all sales, service, and banking transactions accurately and compliantly, striving for no controllable losses.
- Additional duties include undertaking moderately complex special projects, adhering to regulatory and compliance policies, and maintaining compliance with applicable federal, state, and local laws and regulations.
Job Requirements:
- A high school diploma or equivalent is required, along with 4-5 years of experience in customer service and sales, preferably in the financial services industry.
- May require 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, is required.
- Experience with using and demonstrating digital products and self-service technologies is preferred.
Remuneration and Benefits
The pay range for this position is $19.13 – $28.69 per hour. Flagstar also provides employees with a comprehensive benefits package, including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program.
Flagstar is an Equal Opportunity Employer, fostering diversity and inclusion in the workplace. This opportunity offers a dynamic and rewarding career path for those passionate about the financial services industry.
For more detailed information about this position, visit the official job posting here.
