Client Service Rep, Banking

Branch Banking Client Consultant II - Licensed Location Deerfield Beach, FL 33442

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.

Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. 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. 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. 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.

4 – 5 years customer service and sales experience, including in the financial Services industry.

Ability to train and mentor others, including products and platform procedures.

Life and Health Insurance Licenses (required within the first 90 days in role. FINRA Security Industry Essentials (SIE) (required within 90 days of passing the Life and Health Insurance exam. Not fearful of acting with minimum of planning. Is aware of how strategies and tactics work in the marketplace and what motivates a customer. is excellent at honest analysis; Can quickly sense what will help or hinder accomplishing a goal. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results. Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders.

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.

Flagstar Bank, N.A. is based in Hicksville, NY, and at December 31, 2025, had $87.5 billion in assets, $60.7 billion in loans, $66 billion in deposits, and $8.1 billion in total stockholder equity. We are a leading regional bank with approximately 340 locations, and strong footholds in the greater New York/New Jersey metropolitan region and in the upper Midwest, along with a significant presence in fast-growing markets in Florida and the West Coast. We are driven by our commitment to partner with our clients to set and reach goals together, helping them to take charge and thrive. Our focus is on four core lines of business that include Personal, Private, Small Business and Corporate & Commercial Banking.

EEOC_KnowYourRights Member FDIC/Equal Housing Lender

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