Branch Banking - Client Consultant II
$17.12 - $26.97 per hourFlagstar Bank
Position Title Branch Banking - Client Consultant II Location Beachwood, OH 44122-4230 Job Summary 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. 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.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. 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 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 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 $17.12 - $26.97- ...Heights OhioJob SummaryThe Private Client Advisor's focus will be on our... ...strong partnership with Retail Branch Managers, teams, and Centers of... ..., both investments as well as banking related, and referring accordingly.Utilize a consultative sales process and assessment...SuggestedBank staffWork at officeFlexible hoursNight shift
- ...Private Client Advisor II Cleveland, Ohio To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position....SuggestedWork at officeFlexible hoursShift workDay shift
- ...seeking a Personal Banker who will serve as a trusted advisor for clients and their financial wellness needs. Engaging in meaningful... .... The role includes opening accounts and ensuring compliance while working collaboratively with branch colleagues. #J-18808-Ljbffr...Suggested
$100k - $275k
...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place...SuggestedWork at officeFlexible hoursShift workDay shift$100k - $275k
...Job Description: This position is responsible for acquiring new clients, deepening client relationships, and building upon an internal and... ...ensuring client retention and providing a full array of Private Bank capabilities and services. Job expectations include the...SuggestedShift workDay shift- ...Bank of America is looking for a motivated individual for a role focused on engaging clients in the lobby to assist with banking transactions. Responsibilities include building relationships with clients, managing financial center activities, and ensuring compliance with...
$18.75 - $24.52 per hour
...part of a high-performing team, is responsible for commercial client support functions through telephone or written requests, the timely... ...& solve complex challenges Moderate knowledge of banking policies, procedures, government regulations Ability to perform...Hourly payWork experience placementWork at officeImmediate startMonday to FridayShift work2 days per week$175.3k - $322.9k
...focused on BankingSuite, a managed composable banking platform that helps regional, universal,... ...product capabilities into compelling client outcomes. The team also plays a central... ...Transformation is part of Deloitte Consulting Services and brings an engineering-, product...- ...daily payments received via ACH, wire, or check deposit to sponsor accounts into our database system. Prepares checks received for banking deposit. Makes bank deposits at various times throughout the month from checks received. Processes sponsor payment files....Contract workWork experience placementWork at officeRemote work
$16.78 - $20.97 per hour
...responsible for reviewing and interpreting invoices and various other financial documents such as purchase orders, inventory reports, banking records and other related accounting and fiscal documents. Essential Functions: The following duties are normal for this position....Hourly payContract workWork experience placementWork at office- ...Job Summary The Private Client Advisor's focus will be on our... ...strong partnership with Retail Branch Managers, teams, and Centers of... ...opportunities, both investments as well as banking related, and referring accordingly. Utilize a consultative sales process and assessment...Bank staffWork at officeImmediate startFlexible hoursNight shift
- ...Your positive, friendly disposition and eagerness to get things done make you the right person for our Customer Service Associate II position. Join our team today and let's create an inviting shopping experience for our customers. Your Role at Dollar Tree: As a...Contract workPart timeLocal area
$15 - $19.5 per hour
...~ Represent Coach as a brand ambassador, adhering to the Coach Guide to Style and Service standards. ~ Build lasting client relationships through personalized styling, product expertise, and fashion advice. ~ Drive sales through cross-selling, upselling...Minimum wageFlexible hoursShift workNight shift- Order Management and Customer Support Review and respond to daily customer service emails, including late-order updates and new due date communication. Manage customer inquiries related to order changes, cancellations, expedites, and order status requests. Process...
$13.75 per hour
...any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with... ...our team in a store, specialty wholesale branch, floorcovering facility or delivery... ...identification numbers, date of birth, or bank account numbers during the application process...Hourly payContract workPart timeFor contractorsWork experience placementLocal areaRelocation packageAfternoon shift- ...records, and related billing support using electronic tools. • Verify that billing information is complete, accurate, and aligned with client-specific invoicing guidelines. • Distribute finalized invoices to clients or designated payors within required turnaround times....Long term contractWork at office
- ...high-volume call center. Resolve customer inquiries related to banking products and services. De-escalate and manage challenging... ...company policies. Collaborate with internal teams to resolve client issues. Requirements: Minimum 1 year of customer service...Remote workWork from homeHome officeFlexible hoursShift work
$15 - $19.5 per hour
...Responsibilities Represent Coach as a brand ambassador, adhering to the Coach Guide to Style and Service standards. Build lasting client relationships through personalized styling, product expertise, and fashion advice. Drive sales through cross‑selling, upselling,...Minimum wageFlexible hoursNight shift$1,000 per month
...accounting of all currency transactions as well as timely delivery of deposits to the bank with scanned documentation in agency management system. Connects very quickly; builds and leverages client relationships. Ability to educate and advise the customer on which products...Immediate startRelocation package$18 - $19 per hour
...from the Rock and Roll Hall of Fame, Great Lakes Science Center and Cleveland Convention Center. For sports lovers, the Huntington Bank Field and Rocket Mortgage Field House Arena are less than a mile away. This beautiful property features refined spaces highlighting...Hourly payTemporary workLocal areaImmediate start$24 - $32 per hour
...ensure a smooth flow of customer information and requirements throughout the organization. This position is responsible for building client relationships, project management, and developing sales opportunities and must be able to recognize growth opportunities and...Bi-weekly payHourly payFull time- ...a full time Financial Service Representative to join our Parma Branch! At Firefighters Community Credit Union, we believe people are... ...as IRAs, share certificates, electronic funds transfer, online banking, etc. Qualifications We are looking for candidates who...Full timeLocal areaImmediate start
- ...Job Description Job Description Responsibilities Code and post vendor invoices Post daily receipts Reconcile all banks accounts monthly Process and post accounts payable runs each week Deposit customer receipts weekly Maintain and analyze fixed asset...Work at officeWorldwideFlexible hours
$17 - $19.98 per hour
...POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative... ...with financial reporting including daily sales, close-outs and bank deposits Follows FedEx Office standard operating procedures...Full timeWork at officeLocal areaShift work$2,810.31 - $4,178.86 per month
Job Description Summary As a member of a sales team, the sales development rep is responsible for prospecting net new business within a defined geographic territory in the small and medium market. The role involves finding and vetting new business opportunities and developing...Night shift$2,810.31 - $4,178.86 per month
Sales Development Representative As a member of a sales team, the sales development rep is responsible for prospecting net new business, within a defined geographic territory in the small and medium market. Responsible for finding and vetting new business opportunities...Night shift$4,001 - $6,300 per week
...We are hiring Remote Financial Sales Consultants. In this role, you will help families find... ...insurance carriers so you can match every client with the right fit Clear path to team... ...: Real estate, mortgage, or banking Retail, hospitality, or customer service...Weekly payFull timePart timeRemote workWork from homeFlexible hours$13 - $15 per hour
...convenient financial products and services to help them manage their day-to-day financial needs. Although many of our customers have banking relationships, we believe that our customers use our financial services because they are convenient, transparent, and frequently...Local areaFlexible hoursAfternoon shiftEarly shift$15 - $18.25 per hour
...and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements. What We're... ...Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview...Hourly payFull timeTemporary workCasual workWork at officeLocal area- Are you experienced in delivering exceptional customer service? Join a team where your friendly disposition and problem-solving skills will create a welcoming shopping experience. You'll manage daily operations, assist customers, and ensure a clean environment while enjoying...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Branch Banking - Client Consultant II. Be the first to apply!
- insurance customer service advisor Beachwood, OH
- customer service representative hiring Beachwood, OH
- customer service representative data entry Beachwood, OH
- customer associate Beachwood, OH
- customer advisor Beachwood, OH
- customer success associate Beachwood, OH
- part time customer service representative work from home Beachwood, OH
- customer service administrator Beachwood, OH
- warehouse customer service representative Beachwood, OH
- client service specialist Beachwood, OH



