Branch Banking Client Consultant II - Licensed - Boynton Beach, FL
Flagstar Bank(2 months ago)
Boynton Beach, FLOnsiteFull TimeMedior$71,516 - $96,605 (estimated)Branch Banking
Apply NowAbout this role
A Branch Banking Client Consultant II is a licensed, client-facing banking professional based in Boynton Beach who delivers financial services and guidance within a retail branch. The role supports clients’ financial needs, coordinates with mortgage and business banking partners, and engages in lending and basic investment conversations. It requires regulatory registrations and industry exams and draws on several years of customer service and sales experience in financial services.
Required Skills
- Client Management
- Client Retention
- Sales
- Lending
- Investments
- Referrals
- Compliance
- Risk Management
- Customer Service
- Digital Banking
Qualifications
- High School Diploma or Equivalent
- NMLS Registration
- Life and Health Insurance License
- FINRA SIE
- FINRA Series 6
- FINRA Series 63
- FINRA Series 66