Branch Banking Client Consultant II-PT: An Overview
Heading towards a career in finance? The position of Branch Banking Client Consultant II-PT in Brentwood, NY, might just be the perfect opportunity for you. This position is all about providing top-notch client experience, managing client retention, and introducing key banking partners to clients. The role is also focused on client management and participating in complex banking conversations. The pay range for this position is between $19.13 and $28.69 per hour. Here is where the opportunity lies.
Roles and Responsibilities
The role comes with a range of responsibilities that include sales performance, client experience, risk management, and more. Here’s a detailed breakdown:
- Sales Performance: As a Branch Banking Client Consultant II-PT, it is your duty to support the team in achieving growth targets in financial performance. This includes outstanding deposits, loans, and non-interest income. You will actively seek and deliver the right client introductions to the right team members to achieve growth targets and successful sales initiatives.
- Client Experience: Providing a positive client experience is a key aspect of this role. This includes assisting clients with their account queries, solving problems, handling complaints, and delivering client engagement and education. You will also be required to meet behavioral activity goals as defined by Retail Leadership.
- Risk Management: All sales, service, and banking transactions should be executed accurately and compliantly. The aim is to strive for no controllable losses.
- Additionally, you will be expected to perform more moderately complex special projects and additional duties as required. You will also need to consistently adhere to regulatory and compliance policies and standards linked to the job.
Job Requirements
Now, let’s talk about the requirements for this position:
- The minimum educational requirement is a High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
- You need to have 4 – 5 years of customer service and sales experience, preferably in the financial services industry.
- Registration under the National Mortgage Licensing System (NMLS) under the terms of the S.A.F.E. Act of 2008 and Regulation Z is preferred. However, NMLS registration can be completed after job entry date.
- You should also have the ability to train and mentor others, including on products and platform procedures.
- Experience with using and demonstrating digital products and self-service technologies is preferred.
Employer Benefits
Flagstar, the employer, is an Equal Opportunity Employer that provides teammates access to a variety of benefits. These include medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. For detailed information on the benefits provided by Flagstar Bank, click here.
This position offers not just a fulfilling career but also a chance to make a significant impact in the financial journeys of clients. If you meet the job requirements and are eager to take on the responsibilities, consider applying for the Branch Banking Client Consultant II-PT position in Brentwood, NY.
