Branch Banking Client Consultant II-Licensed
Flagstar Bank(1 month ago)
About this role
A Branch Banking Client Consultant II-Licensed at Flagstar provides client-facing support in a branch environment, helping clients with account inquiries and connecting them with specialist services like mortgage and business banking. The role supports clients' financial needs through deeper lending and basic investment interactions and helps drive client retention and relationship growth.
Required Skills
- Client Management
- Client Retention
- Sales Performance
- Lending
- Investments
- Risk Management
- Compliance
- Referrals
- Appointment Setting
- Digital Products
Qualifications
- High School Diploma or Equivalent
- NMLS Registration
- Life and Health Insurance License
- FINRA SIE
- FINRA Series 6
- FINRA Series 63 or Series 66
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