Branch Banking Client Consultant II - Licensed - Garden City, NY
Flagstar Bank(2 months ago)
About this role
A Branch Banking Client Consultant II - Licensed at Flagstar supports retail branch clients by addressing their financial needs and ensuring a high-quality client experience. The role focuses on managing client relationships, facilitating introductions to specialized partners (e.g., mortgage, business banking), and participating in lending and basic investment conversations. It is a licensed position based in the branch that helps clients access appropriate bank experts to achieve their financial goals.
Required Skills
- Client Management
- Sales
- Risk Management
- Lending
- Investment Advice
- Compliance
- Customer Service
- Digital Products
- Referrals
- Mentoring
Qualifications
- High School Diploma
- NMLS Registration
- Life And Health Insurance License
- FINRA SIE
- FINRA Series 6
- FINRA Series 63
- FINRA Series 66
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