Branch Banking Client Consultant II-Licensed
Flagstar Bank(1 month ago)
About this role
The Branch Banking Client Consultant II-Licensed delivers exceptional in-branch client service by resolving account concerns, providing product information, and supporting clients’ financial needs. The role focuses on client management and retention while referring clients to specialists (Mortgage, Business Banking, Financial Consultants) and engaging in lending and basic investment conversations. It supports sales growth through client acquisition, referrals, and appointment-driven interactions.
Required Skills
- Client Management
- Client Retention
- Sales
- Lending
- Investments
- Customer Service
- Compliance
- Risk Management
- Digital Literacy
- Mentoring
+2 more
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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