Branch Banking Client Consultant II - Licensed - Naples, FL
Flagstar Bank(1 month ago)
About this role
A Branch Banking Client Consultant II - Licensed is a licensed, client-facing banking professional based in the Naples branch who provides comprehensive banking guidance and connects clients with specialized bank partners. The role supports client relationships and works with licensed lending and basic investment products to help clients pursue their financial goals. It operates within the branch environment under Flagstar Bank's regulatory and compliance framework.
Required Skills
- Client Management
- Client Retention
- Sales
- Referrals
- Lending
- Investments
- Compliance
- Risk Management
- Appointment Setting
- Mentoring
Qualifications
- High School Diploma or GED
- NMLS Registration
- Life and Health Insurance License
- FINRA SIE
- FINRA Series 6
- FINRA Series 63
- FINRA Series 66
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