Branch Banking Client Consultant II - Freehold, NJ
Flagstar Bank(2 months ago)
About this role
A Branch Banking Client Consultant II delivers best-in-class client service at a retail branch by resolving account concerns and providing product information to meet clients' financial needs. The role emphasizes client management and retention, making introductions to specialists (e.g., mortgage, business banking) and engaging in lending and basic investment conversations. This position supports branch growth through client acquisition and cross-referrals while ensuring compliance with banking policies.
Required Skills
- Client Management
- Client Retention
- Sales
- Lending
- Investments
- Risk Management
- Compliance
- Digital Banking
- Account Servicing
- Relationship Building
Qualifications
- High School Diploma or Equivalent
- NMLS Registration (Preferred)
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