Flagstar Bank West Hempstead , NY 11552
Posted 3 weeks ago
Position Title
Branch Banking Client Consultant II-Licensed
Location
West Hempstead - 302 (West Hempstead, NY)
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-$23.92-$28.60
Pay Range: Local Minimum Wage - $0.00 - $0.00
Job Responsibilities:
Additional Accountabilities:
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
Flagstar Bank