Branch Banking Client Consultant II-Licensed
Flagstar Bank(1 month ago)
About this role
The Branch Banking Client Consultant II-Licensed is a licensed, client-facing retail banking representative based in Amityville, NY who supports clients with product information and serves as a primary point of contact within a branch. The role requires licensing for mortgage and securities products and functions as a conduit to specialized bank partners to help clients meet their financial objectives.
Required Skills
- Client Management
- Sales
- Risk Management
- Compliance
- Lending
- Investments
- Client Experience
- Referrals
- Relationship Building
- Communication
Qualifications
- High School Diploma
- NMLS Registration
- Life and Health Insurance License
- FINRA SIE
- FINRA Series 6
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