Exploring the Role of a Branch Banking Client Consultant II-Float
As the financial industry continues to evolve, so do the roles within it. One such role is the Branch Banking Client Consultant II – Float, a position that offers a unique blend of customer service, sales experience, and financial expertise. The position, based in Newark, NJ 07105, provides an opportunity for individuals with a passion for finance and customer service to make a significant impact in the banking sector.
A Closer Look at the Role
The Branch Banking Client Consultant II-Float is a dynamic role that involves traveling between assigned branches to deliver high-quality financial services to clients. These professionals are committed to providing best in class experiences by efficiently resolving concerns and offering detailed product information tailored to meet the unique financial needs of each client.
The essence of this role goes beyond traditional banking services, extending to client management and retention. Consultants are expected to introduce clients to key bank partners, including mortgage and business banking experts, to help them achieve their financial goals. With a pay range of $21.71-$25.06, this position enables consultants to participate in complex banking conversations with clients and have greater lending and basic investment interactions.
Key Responsibilities
The responsibilities of a Branch Banking Client Consultant II-Float are varied and significant. They include:
- Sales Performance: These professionals are expected to support team efforts to achieve growth targets in financial performance. This includes outstanding deposits, loans, and non-interest income, as well as primary client acquisition.
- Client Experience: Ensuring a positive client experience is vital. Consultants are tasked with assisting with account inquiries, problems, and complaints, resolving them promptly and effectively. They are also required to meet behavioral activity goals, including NextGen and marketing campaign lead calling.
- Risk Management: The role involves executing all sales, service, and banking transactions accurately and compliantly, striving for zero controllable losses.
Additional Accountabilities
In addition to the primary responsibilities, Branch Banking Client Consultants II-Float are also expected to manage moderately complex projects, adhere to regulatory and compliance policies, and complete required compliance training.
Job Requirements
The role of a Branch Banking Client Consultant II-Float demands certain qualifications. Required qualifications include a high school diploma or its equivalent, 4-5 years of customer service and sales experience (preferably in the financial services industry), and the ability to train and mentor others on product and platform procedures. Some may also be required to register with the National Mortgage Licensing System (NMLS) under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
Preferred qualifications include experience in the financial services industry, proficiency in using and demonstrating digital products and self-service technologies, and the physical ability to perform tasks requiring moderate exertion and stamina.
As an Equal Opportunity Employer, Flagstar is committed to providing teammates with access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program.
For more detailed information about the role and its requirements, click here.
