Branch Banking Client Consultant II- Licensed Banker
$16.28 - $25.06 per hourFlagstar Bank
Branch Banking Client Consultant II- Licensed Banker### Branch Banking Client Consultant II- Licensed BankerApply: Roslyn/1400 Old Northern Boulevard/110301: Full time: Posted Today: 19782**Position Title**Branch Banking Client Consultant II- Licensed Banker**Location**Roslyn, NY 11576**Job Summary**Branch Banking Client Consultant II-Licensed 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.**Job Responsibilities:*** Sales Performance: 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.* Client Experience: 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.* Risk Management: 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.* Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial goals and objectives, leveraging phone, and in-person appointments.* Engage in discovery-based conversations and provide customized financial advice by referring to Financial Consultants**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* Ability to train and mentor others, including products and platform procedures* Life and Health Insurance Licenses (required within the first 90 days in role. Failure to pass exam/or no attempt to take exam will result in removal from LBE program)* FINRA Security Industry Essentials (SIE) (required within 90 days of passing the Life and Health Insurance exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program)* FINRA License Series 6 (required within 90 days of passing Security Industry Essentials exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program)* FINRA License Series 63 or Series 66 (required within 90 days of passing the Series 6 exam)**Preferred Qualifications:*** Experience in financial services industry preferred.* Experience with using and demonstrating digital products and self-service technologies**Job Competencies:*** Action-oriented - Enjoys working hard, is action oriented and full of energy for the things he/she sees as challenging. Not fearful of acting with minimum of planning. Seizes more opportunities than others by aggressively and enthusiastically pursuing action to achieve results. Possesses a sense of urgency.* Business Acumen - Knows products and understands our sales process. Is aware of how strategies and tactics work in the marketplace and what motivates a customer. Has courage and aspiration to do things differently in the marketplace.* Approachability - Is easy to approach and talk to. Spends the extra effort to put others at ease. Can be warm, pleasant, and gracious. Is sensitive to and patient with the interpersonal anxieties of others. Builds rapport well.* Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Is a good listener and early knower, gathering informal and incomplete information in time to do something about it.* Priority Management - Spends his/her time and the time of others on what's important. Can quickly sense what will help or hinder accomplishing a goal. Eliminates roadblocks and creates focus. Uses his/her time effectively and efficiently and values time. Gets more done in less time than others and can attend to a broader range of activities.* Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.* Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.* Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders.* Physical demands (ADA): No unusual physical exertion is involved.**Flagstar is an Equal Opportunity Employer - Vets/Disabled** We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: *Benefits | Flagstar Bank*Pay Range$16.28 - $25.06 #J-18808-Ljbffr Flagstar Bank
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$25 - $38.46 per hour
Licensed Private Client Banker# Key Careers## Licensed Private Client BankerApply: Brewster... ...Services, Private Bank, Mortgage or Business Banking... ...strong partnerships with branch teammates and line of... ...with clients, including tele-consulting, outside calling, prospecting...Hourly payFull timeWork experience placementFlexible hoursDay shift$20.25 - $22 per hour
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The Personal Banker SAFE Act is an entry level position responsible... ...sales to individual consumer clients. Responsibilities Work with... ...experience Provide Tellers and other branch staff with coaching and... ...relevant experience Previous banking, retail, or sales experience preferred...Full time- First National Bank Of Pennsylvania is seeking a Floating Relationship Banker to build proficiency in basic consumer banking transactions, account servicing, and lending. The role focuses on executing branch leads, handling customer requests, and identifying opportunities...Flexible hours
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$21.98 - $32.97 per hour
...build your career at a bank that's known for putting... ...The Universal Banker (UB) acts as a full service... ...and Teller, providing branch leadership with the ability... ...branch by acquiring new clients, offering suitable Bank... ...and may refer them to a licensed representative of ABS...Work at officeImmediate startRelocation packageWeekend work- U.S. Bank is seeking a Relationship Banker II at the Ketchum Main Street location in Idaho. You will build strong client relationships through in-person, appointment, and digital channels,... ...service tools, collaborating with the branch team for a smooth customer...
$250k
Personal Banker SAFE Act, Dublin Branch, Officer Job Req Id: 26972075 Location: Dublin, California, United... ...sales to individual consumer clients. Responsibilities Work with business... ...years of relevant experience. Previous banking, retail, or sales experience preferred...Full time- Apple Bank seeks a Universal Banker (UB) Supervisor in New York, NY to serve as a single point of contact for customers, handling transactions... ...responsibilities, and opportunities to drive branch sales by identifying client needs and referring suitable products. Weekend...Weekend work
$25 - $31 per hour
...At U.S. Bank were on a journey to do our best. Helping... ...Relationship Bankers build relationships with... ...first mindset. Strong client relationships are based... ...collaborative partnerships with branch team members and... ...requires National Mortgage Licensing System (NMLS) registration...Full timeTemporary workLocal area$17 - $22.55 per hour
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## Universal Banker - Madison/42nd BranchApply: On-Site: New York New... ...sales to individual consumer clients. **Responsibilities:*** Assist... ...in accordance with bank policies and procedures* Refer... ...service activities within the branch by participating in seminars,...Full timePart time- ...Qualifications: Universal Banker I: Transaction... ...Universal Banker II: Transaction and... ...of The Dime Bank’s Universal Banker... ...customer needs using the consultative approach to... ...environment between branches and partners within... ...Nationwide Mortgage Licensing System & Registry...Full timePart timeWork at officeImmediate startNight shift
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Overview The Universal Banker is an entry level position responsible... ...sales to individual consumer clients. Responsibilities Assist in basic... ...in accordance with bank policies and procedures Refer... ...service activities within the branch by participating in seminars,...Full time- Citi is hiring an Universal Banker in Somers, New York, to support customer service and drive... ..., and execute transactions following bank policies. The role emphasizes customer relations... ..., risk awareness, and collaboration with branch teams on seminars, campaigns, and product...Part time
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...38.46/hr The Universal Banker (UB) Supervisor acts as... ...point of contact for Apple Bank clientele by providing... ...and Teller, providing branch leadership with the... ...the acquisition of new clients, the offering of suitable... ...services and refers them to a licensed representative of ABS...Work at officeWeekend work
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