Talent.com
Branch Banking Client Consultant II

Branch Banking Client Consultant II

Flagstar BankBoca Raton, FL, US
3 days ago
Job type
  • Full-time
Job description

Branch Banking Client Consultant II

Location : Boca Raton, FL 33498-6797

Job Summary : The Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients. Pay Range : $19.13 - $23.91 - $28.6

Job Responsibilities :

  • Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative.
  • Provide positive client experience by assisting with account questions, problems and / or complaints and through research and communication resolve in a timely and effective manner. Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met.
  • Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses.

Additional Accountabilities :

  • Performs more moderately complex special projects, and additional duties and responsibilities as required.
  • Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
  • Job Requirements :

    Required Qualifications :

  • Education level required : High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
  • Minimum experience required : 4 5 years customer service and sales experience, (including in the financial services industry)
  • Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. NMLS registration can be completed after job entry date.
  • Ability to train and mentor others, including products and platform procedures
  • Preferred Qualifications :

  • Experience in financial services industry preferred.
  • Experience with using and demonstrating digital products and self-service technologies
  • Flagstar is an Equal Opportunity Employer

    Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program.

    Create a job alert for this search

    Client Consultant Ii • Boca Raton, FL, US

    Related jobs
    • Promoted
    Billing Representative II Authorizations Boynton Beach Florida

    Billing Representative II Authorizations Boynton Beach Florida

    NYU Langone HealthBoynton Beach, FL, United States
    Full-time
    We have an exciting opportunity to join our team as a Billing Representative II.Under general direction submits claims.Follows-up on unpaid balances (insurance or patient), corrects errors, enters ...Show moreLast updated: 20 days ago
    • Promoted
    Personal Banker Associate I (North Palm)

    Personal Banker Associate I (North Palm)

    Fifth Third Bank, N.A.Boynton Beach, FL, United States
    Full-time
    Make banking a Fifth Third better®We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Selected candidates are intend...Show moreLast updated: 2 days ago
    • Promoted
    Client Relations Manager - Fully Remote Position

    Client Relations Manager - Fully Remote Position

    Globe Life : American Income DivisionPompano Beach, FL, United States
    Remote
    Full-time
    The Manager-in-Training (MIT) position is crafted for ambitious individuals who are motivated to take on leadership roles within the organization. This role is a key part of our leadership developme...Show moreLast updated: 30+ days ago
    • Promoted
    Managing Director Relationship Manager-Middle Market Banking

    Managing Director Relationship Manager-Middle Market Banking

    First Citizens BankFort Lauderdale, FL, US
    Full-time
    The business offers deposit solutions, loans, treasury services and other banking products to manufacturers, distributors and a wide variety of service industries. The Managing Director Relationship...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Regional Banker Teller

    Regional Banker Teller

    PNC Financial Services GroupWest Palm Beach, FL, US
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show moreLast updated: 15 hours ago
    • Promoted
    Teller

    Teller

    PNCMiami Lakes, FL, United States
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show moreLast updated: 1 day ago
    • Promoted
    US Prv Banker I SAFE Act

    US Prv Banker I SAFE Act

    BMO Financial GroupWest Palm Beach, FL, United States
    Part-time
    Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers.P...Show moreLast updated: 5 days ago
    • Promoted
    Asst Mgr, Mortgage Underwriting

    Asst Mgr, Mortgage Underwriting

    SCCUMiramar, FL, United States
    Full-time
    Space Coast Credit Union (SCCU), the 3rd largest credit union in Florida, is looking for a Full Time.Assistant Manager, Mortgage Underwriting. ONESCCU team in our Miramar Operations Center! SCCU has...Show moreLast updated: 20 days ago
    • Promoted
    • New!
    Branch Banking Client Consultant I - Coral Springs, FL

    Branch Banking Client Consultant I - Coral Springs, FL

    Flagstar BankCoral Springs, FL, United States
    Full-time
    Branch Banking Client Consultant I - Coral Springs, FL.A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services.Responsible for interac...Show moreLast updated: 19 hours ago
    • Promoted
    Remote Equity / Option Trader

    Remote Equity / Option Trader

    Maverick CurrenciesHialeah, FL
    Remote
    Full-time +1
    Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...Show moreLast updated: 30+ days ago
    • Promoted
    Teller

    Teller

    PNC Financial Services GroupHialeah, FL, United States
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show moreLast updated: 1 day ago
    • Promoted
    Head Universal Banker - Oakland Park Branch

    Head Universal Banker - Oakland Park Branch

    Citigroup IncFort Lauderdale, FL, United States
    Full-time
    The Head Universal Banker is a leadership role responsible for providing exceptional service delivery to our internal and external customers while guiding and supporting the branch team.This role n...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Branch Seasonal Associate - Boca Raton, FL 33Z

    Branch Seasonal Associate - Boca Raton, FL 33Z

    USA JobsBoca Raton, FL, US
    Full-time
    The Branch Seasonal Associate role offers college students an opportunity to learn about the wealth management industry and branch operations. Branch Seasonal Associates will assist with administrat...Show moreLast updated: 9 hours ago
    • Promoted
    Mortgage Loan Originator

    Mortgage Loan Originator

    Fifth Third BankBoca Raton, FL, United States
    Full-time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Performs a wide range of dutie...Show moreLast updated: 30+ days ago
    • Promoted
    Personal Banker Associate I

    Personal Banker Associate I

    Fifth Third Bank, N.A.Fort Lauderdale, FL, United States
    Full-time
    Make banking a Fifth Third better®We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Selected candidates are intend...Show moreLast updated: 16 days ago
    • Promoted
    Personal Banker Associate I (North Palm)

    Personal Banker Associate I (North Palm)

    Fifth ThirdBoynton Beach, FL, United States
    Full-time
    Make banking a Fifth Third better®.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Selected candidates are inten...Show moreLast updated: 3 days ago
    • Promoted
    Associate Transaction Services

    Associate Transaction Services

    NewmarkBoca Raton, FL, United States
    Full-time
    The Associate – Transactions provides ongoing management of real estate transaction activities in a defined market.The Associate – Transactions responsibilities will include, but not be limited to,...Show moreLast updated: 11 days ago
    • Promoted
    • New!
    Treasury Management Associate

    Treasury Management Associate

    Florida StaffingHialeah, FL, US
    Full-time
    Location : Miami Lakes, FL, US, 33016 Company : Popular Workplace Type : On-site.Responsible for maintaining a high level of expertise in the products and services designed for business customers and ...Show moreLast updated: 20 hours ago