Branch Banking – Client Consultant II – Licensed
Flagstar Bank(3 months ago)
About this role
The Branch Banking Client Consultant II - Licensed at Flagstar Bank serves branch clients in North Olmsted, delivering product information and resolving account concerns to help clients meet their financial needs. The role supports client retention and connects clients to specialist teams (Mortgage, Business Banking) and involves greater lending and basic investment interactions and more complex banking conversations.
Required Skills
- Client Management
- Client Retention
- Sales
- Lending
- Investments
- Customer Service
- Compliance
- Risk Management
- Digital Products
- Appointment Setting
+2 more
Qualifications
- High School Diploma
- NMLS Registration
- Life And Health Insurance License
- FINRA SIE
- FINRA Series 6
- FINRA Series 63
- FINRA Series 66
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