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Client Service Rep, Banking

$17.12 - $26.97 per hour

Flagstar Bank

Branch Banking - Client Consultant II
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.
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.

4 - 5 years customer service and sales experience.

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

Experience in financial services industry preferred.

~ Experience with using and demonstrating digital products and self-service technologies

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. Benefits | Flagstar Bank

Vacancy posted 1 day ago
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