Branch Banking Client Consultant II-Licensed: A Comprehensive Overview
The banking industry is ever-evolving, necessitating the need for qualified and experienced professionals to serve clients effectively. One such crucial role is the Branch Banking Client Consultant II-Licensed, a position available at Flagstar Bank in Amityville, NY 11701. This position is instrumental in providing excellent client service, managing client relationships, and introducing clients to key bank partners such as Mortgage and Business Banking experts. The role is also charged with maintaining regulatory compliance and achieving growth targets. This article provides an in-depth look at the responsibilities, accountabilities, and requirements of this position.
Sales Performance and Client Experience
One of the major responsibilities (40% of time) of the Branch Banking Client Consultant II-Licensed is to support team efforts in achieving financial performance targets. This involves outstanding deposits, loans, non-interest income, and primary client acquisition. The incumbent actively seeks and delivers the right client introductions to the right team members, executing successful sales initiatives.
A significant portion of the role (30% of time) is also dedicated to ensuring a positive client experience. This involves resolving account queries, problems, and complaints effectively and timely. The role also requires the delivery of client engagement and education, meeting behavioral activity goals as defined by Retail Leadership.
Risk Management and Additional Accountabilities
The holder of this position will also spend 30% of their time managing risks. This involves executing all sales, service, and banking transactions accurately and compliantly, striving for no controllable losses.
Additional accountabilities of the role include performing moderately complex special projects and adhering to regulatory and compliance policies. The position also requires the ability to attain sales and referral goals through preset appointments and quality conversations. The incumbent is also expected to engage in discovery-based conversations and provide customized financial advice by referring to Financial Consultants.
Job Requirements
The position requires a minimum education level of High School or equivalent. A minimum of 4-5 years of customer service and sales experience, including in the financial services industry, is also required. The role requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. The incumbent is also expected to train and mentor others, including product and platform procedures.
The individual is also expected to earn Life and Health Insurance Licenses and FINRA Security Industry Essentials (SIE) within the first 90 days in role. Further, they are required to earn the FINRA License Series 6 within 90 days of passing the SIE exam. Failure to meet these requirements may result in removal from the program.
Flagstar Bank is an Equal Opportunity Employer, providing teammates 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, check out the original job posting here.
