Branch Banking - Client Consultant II-Licensed
$19.13 - $28.69 per hourFlagstar
Position Title Branch Banking - Client Consultant II-Licensed Location Brooklyn, NY 11229 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. Hourly Range: $19.13 - $28.69 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. 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: 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). Experience in financial services industry, preferred. Experience with using and demonstrating digital products and self-service technologies, preferred. 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 $18.34 - $27.68 #J-18808-Ljbffr Flagstar
$18.34 - $27.68 per hour
## Branch Banking Client Consultant II-LicensedApply: Little Neck/25131 Northern Boulevard/110003: Full time: Posted Today: 21594**Position Title**Branch Banking Client Consultant II-Licensed**Location**Little Neck, NY 11362**Job Summary**Branch Banking Client Consultant...SuggestedFull timeLocal area$17.12 - $26.97 per hour
Position Title Branch Banking Client Consultant II - Float-PT Location Staten Island, NY 10312 Branch Banking Client Consultant II - Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Provides...SuggestedLocal area£25k per year
Customer Service Consultant | S1 | Branch Banking | Bristol | 12 Month FTC Country: United Kingdom IT STARTS HERE Santander ( is evolving from a global, high-impact brand into a technology-driven organisation, and our people are at the heart of this journey. Together,...SuggestedFixed term contractWork at officeLocal areaWork from homeFlexible hoursShift work- M&T Bank Corporation in Canastota, NY is seeking a branch Teller who delivers exceptional customer service while enabling sales and digital banking solutions. You will educate customers, process transactions, and support daily branch operations, with opportunities to refer...Suggested
$90k - $110k
...business development and managing the relationship with the branch's Global Corporate Clients assigned, structuring of products and services to meet... ...corrective actions; ollaborate with the RM in structuring the Bank’s products and services to meet customer needs and...SuggestedWork experience placement- ...an enthusiasm for helping our clients, taking care of our employees,... ...community where the community branch is located. Your expertise will... ...success and the goals of the bank, while fostering a culture of... ...and active Series 66 (63/65) license is required or must be obtained...Local area
- ...Resources located in New York City is seeking candidates to support Relationship Managers in promoting banking products and services to Financial Institutions clients. Candidates will assist in establishing business relationships and evaluating transactions. The ideal candidate...
$60 - $80 per hour
Introduction Established in 1912, Bank of China is one of the... ...and global breadth provide our clients with a stable and reliable financial... ...business transactions of the Branch including performing QA on... ...policies and procedures, consulting and communicating with outside...Part timeWork at office- ...analytics solutions to existing and new clients. Key performance dimensions in this role... ...experience with buy-side coverage, data licensing constructs, and technical or analytical... ...and today we are a leader in investment banking, consumer and small business banking, commercial...
$16 - $18 per hour
...across sales, collections, tax services, and branch operations, with opportunities for... ...and balance cash, and complete required bank runs to deliver depositsFollow company policies... ...diploma or equivalentValid driver’s license, reliable transportation, and current insuranceMust...Hourly payWork at officeLocal areaShift work- HSBC in Scarsdale, NY seeks a Client Experience Associate to... ...operational soundness of the branch and deliver outstanding service... ...steps. The role requires prior banking experience, including operations... ...service, and may involve licensing requirements to maintain a Notary...
- ..., and speaking to internal and external clients and management teams about the stocks and... ...experience.Corporate and Investment Banking - ResearchOne of the world’s most highly... ...research productRequired Qualifications:FINRA licenses Series 86 and Series 87Two to three...
$97.7k - $135k
...Description Peapack Private Bank & Trust is a well-recognized,... ...services designed to help our clients establish, maintain, and grow... ...goals, fee income generation (Non-II), cross sales and referrals.... ...partners (i.e. commercial lending, branches, wealth management, etc.), as...Full time- ...Responsibilities: Supports the Relationship Managers and other team members to promote banking products and services to Financial Institutions clients. Assist RM to establish business relationships and promote bank products and services to prospective clients based...
$120k - $210k
...is seeking an experienced Vice President II Financial Institutions, to join our Global... ...while continuing to expand across client segments and distribution channels.As a Vice... ...base through proactive prospect engagement, consultative outreach, and strategic use of market intelligence...Full timeTemporary workFlexible hours$150k - $175k
...role focuses purely on sales origination, client acquisition, and pipeline growth,... ...or coordination with the Institutional Banking team.ResponsibilitiesSales Strategy & Origination... ...role which will be communicated to you.Licensing: Obtain and maintain all registrations/...Full time- ...passionate about delivering solutions to clients, and have experience in business development... ...As a Payments Sales Sr Associate in the Branch, Digital, Partner channel you will be... ...and medium-size business clients through banking, payments, and value-added services. We take...Remote work
$42k - $150k
...Introduction Established in 1912, Bank of China is one of the largest banks in the... ...institutional weight and global breadth provide our clients with a stable and reliable financial... ..., is required. Valid U.S. Driver License required. Pay Range Actual salary...Temporary workFixed term contractWork experience placementWork at office- ...practice, develop meaningful client relationships, and create a level... ...business builders, trusted consultants, and long-term partners to... ...for exceptional candidate Licensing: If you do not already have... ...such as credit card numbers or banking PIN numbers as part of our...Full time
- PNC Financial Services Group, Inc. is seeking a Personal Banker in Smyrna, GA. The role focuses on acquiring and deepening the branch customer base through proactive sales and service activities, while delivering a premier customer experience and growing wallet share with...Work at office
- ...Chase & Co. is seeking a Relationship Banker in a branch setting to represent the brand with... ...guidance. You will acquire, manage, and retain client relationships, offering thoughtful solutions with the latest banking technology. The role emphasizes building trust...
- Established in 1998 in Medford, Oregon, People’s Bank of Commerce was formed to provide a community business bank for the southern Oregon... ..., courteous, and friendly customer service. The CSS I supports branch efforts through active service conversations, deepening customer...Work at officeRemote workFlexible hoursNight shift
- ...Co. in New York seeks a Relationship Banker at a Chase Branch to represent our brand with hospitality, service, and technology-powered banking solutions. You will lead in acquiring, managing, and retaining client relationships, using financial knowledge to tailor solutions...
- ...brand with hospitality, helping clients with financial solutions and building... ...leverage technology and conduct consultative conversations to meet client needs and drive branch success. The role requires strong sales experience in retail banking, solid communication skills, and...Weekend workAfternoon shift
- ...is seeking a Relationship Banker for a Chase Branch in New York. You will represent the brand, acquire, manage, and retain client relationships using financial knowledge to... ...weekends and some evenings, with exposure to digital banking tools and #J-18808-Ljbffr JPMorganChaseWeekend workAfternoon shift
- Job Description At Bank of America, we are guided by a common purpose to help make financial... ...Growth and delivering for our clients, teammates, communities and shareholders... ...candidates may be considered if willing to obtain licenses within 90 days of start date 12+ years...Work at officeFlexible hoursShift workDay shift
- ...global investment solutions are delivered to clients through mutual funds, as well as,... ...services. This role requires earning regulatory licenses and working closely with external... ...and strengthen internal relationships with bank partners (TS, GCB, CB, IS, IB), JPMAM Portfolio...Temporary work
- JPMorganChase is seeking a Relationship Banker in New York to deliver relationship-based banking services within a branch setting. You will engage clients, assess financial needs, and provide thoughtful product recommendations while leveraging digital tools such as Chase...
- ...& Co. in New York seeks a Relationship Banker at a Chase Branch to foster lasting client relationships with hospitality and financial insight. You... ...acquire, manage, and retain clients, recommending appropriate banking solutions using technology and in‑branch service. You...
- ...Large Banking Client Position: Client Center Receptionist Location: New York, NY (Full-time onsite) Duration: 6+ Months; Strong... ...and IIBA. Apex has a dedicated customer service team for our consultants that can address questions around benefits and other...Full timeLocal areaNight shift
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