Branch Banking-Client Consultant II-Licensed
Flagstar Bank(1 month ago)
About this role
A licensed, branch-based Client Consultant II serving retail banking customers at a Flagstar branch. The role supports clients' financial needs by providing guidance and coordinating access to mortgage, business banking, and investment specialists while engaging in more advanced lending and investment conversations.
Required Skills
- Customer Service
- Sales
- Client Management
- Client Retention
- Lending
- Investments
- Compliance
- Risk Management
- Financial Advice
- Digital Tools
+2 more
Qualifications
- High School Diploma or Equivalent
- NMLS Registration
- Life and Health Insurance License
- FINRA SIE
- FINRA Series 6
- FINRA Series 63
- FINRA Series 66
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