Branch Banking Client Consultant II-PT

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. The role focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure 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.

Branch Banking Client Consultant II-PT

Brooklyn, NY 11228

$19.13 – $23.91 – $28.69

Local Minimum Wage – $0.00 – $0.00

• 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 initiatives.
• Provide positive client experience by assisting with account questions, problems and/or complaints, and resolving them in a timely and effective manner. Deliver client engagement and education. Meet behavioral activity goals as defined by Retail Leadership, including next‑gen and marketing campaign lead calling, weekly appointments set, weekly appointments completed, and needs met.
• Execute all sales, service, and banking transactions accurately and compliantly, striving for no controllable losses.
• Perform moderately complex special projects and additional duties and responsibilities as required.
• Consistently adhere to regulatory and compliance policies and standards linked to the job, completing required compliance trainings, and maintaining compliance with applicable federal, state, and local laws and regulations.

• High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent – required.
• 4–5 years of customer service and sales experience, including in the financial services industry – required.
• National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z – preferred; registration can be completed after job entry date.
• Ability to train and mentor others, including products and platform procedures.
• Experience in the financial services industry – preferred.
• Experience with using and demonstrating digital products and self‑service technologies – preferred.

Flagstar is an Equal Opportunity Employer.

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.