Branch Banking Client Consultant II- Float: A Unique Role in the Banking Industry
As the financial services landscape continues to evolve, the importance of experienced and knowledgeable professionals cannot be overstated. A unique role within this industry is the Branch Banking Client Consultant II- Float. This is a position designed for individuals who are adept at providing high-quality financial services, possess a deep understanding of various banking products, and have a passion for customer service. For those looking to further their career in the banking sector, a position has opened up in the Livonia, MI 48152 location.
Role Overview: Client-Centric Financial Services
As a Branch Banking Client Consultant II- Float, the primary responsibility is to travel between assigned branches to serve customers with prompt, professional, and high-quality financial services. The goal is to provide a best-in-class experience by resolving concerns promptly and providing detailed product information to meet the financial needs of clients. This role involves managing clients, retaining them, and introducing them to key bank partners, such as Mortgage and Business Banking, to ensure clients have access to experts who can help them achieve their financial goals. The role involves more lending and basic investment interactions and participating in complex banking conversations with clients.
Job Responsibilities
The Branch Banking Client Consultant II- Float plays a crucial role in various aspects of the bank’s operations. These include:
- Sales Performance: The consultant supports team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income), and primary client acquisition. They actively seek and deliver the right client introductions to the right team members to execute successful sales initiatives.
- Client Experience: One of the key responsibilities is to provide a positive client experience by assisting with account questions, problems, and complaints. Through research and communication, they resolve these in a timely and effective manner. They are responsible for client engagement and education, meeting behavioral activity goals as defined by Retail Leadership.
- Risk Management: They are tasked with executing all sales, service, and banking transactions accurately and compliantly, striving for no controllable losses.
Other duties include performing moderately complex special projects and adhering consistently to regulatory and compliance policies and standards linked to the job.
Job Requirements
For those interested in this position, certain qualifications and experience are necessary:
- High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent is required.
- 4 – 5 years of customer service and sales experience, preferably in the financial services industry.
- Ability to train and mentor others, including product and platform procedures.
- Potential requirement for National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
- Experience with using and demonstrating digital products and self-service technologies is preferred.
Flagstar is an Equal Opportunity Employer and provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, along with a comprehensive leave program.
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