Branch Banking Client Consultant II-Licensed

Responsibilities

• Risk Management: Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses.
• Performs more moderately complex special projects, and additional duties and responsibilities as required.
• Consistently adheres 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 and regulations.
• Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial goals and objectives, leveraging phone, and in-person appointments.
• Engage in discovery-based conversations and provide customized financial advice by referring to Financial Consultants
• Job Requirements:
• 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)
• Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
• Ability to train and mentor others, including products and platform procedures
• Life and Health Insurance Licenses (required within the first 90 days in role. Failure to pass exam/or no attempt to take exam will result in removal from LBE program)
• FINRA Security Industry Essentials (SIE) (required within 90 days of passing the Life and Health Insurance exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program)
• FINRA License Series 6 (required within 90 days of passing Security Industry Essentials exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program)
• FINRA License Series 63 or Series 66 (required within 90 days of passing the Series 6 exam)
• Experience in financial services industry, preferred.
• Experience with using and demonstrating digital products and self-service technologies, preferred
• Flagstar is an Equal Opportunity Employer
• Pay Range
• $16.28 - $25.06

Benefits

Additional Information

Position Title Branch Banking Client Consultant II-Licensed Location Smithtown, NY 11787 Job Summary The Branch Banking Client Consultant II-Licensed 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. Pay Range: $19.13- $23.91 - $28.69 Hour Job Responsibilities:

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