Experience in financial services industry preferred.
Experience with using and demonstrating digital products and self-service technologies
Job Competencies:
Business Acumen - Knows products and understands our sales process. Is aware of how strategies and tactics work in the marketplace and what motivates a customer. Has courage and aspiration to do things differently in the marketplace.
Approachability - Is easy to approach and talk to. Spends the extra effort to put others at ease. Can be warm, pleasant, and gracious. Is sensitive to and patient with the interpersonal anxieties of others. Builds rapport well.
Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.
Fosters or supports a positive work culture and productive work env
Additional Information
Position Title
Branch Banking Client Consultant II - Float - Boca Raton to West Palm Beach FL
Location
Wellington, FL 33414
Job Summary
Branch Banking-Client Consultant II-Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.
This position covers a territory from Boca Raton to West Palm Beach FL.
Job Responsibilities:
Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative.
Client Experience: Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner. Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met.
Risk Management: Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses.
ADDITIONAL ACCOUNTABILITIES
Performs more moderately complex special projects, and additional duties and responsibilities as required .
C onsistently adhere s to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings . Accountable to maintain compliance with applicable federal, state and local laws a n d regulations.
JOB REQUIREMENTS
Required Qualifications:
Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
Minimum experience required: 4 - 5 years customer service and sales experience, (including in the financial services industry
May require National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. NMLS registration can be completed after job entry date.
Ability to train and mentor others, including products and platform procedures
Flagstar · Wellington/2625 State Road 7/110654