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Branch Banking Client Consultant II - Licensed
full-time•United States
About this role
Position Title
Branch Banking Client Consultant II - Licensed
Location
Grosse Pointe Woods, MI 48236
Job Summary
Job Description SummaryThe 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.
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.
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
Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: Benefits | Flagstar Bank
What you'll do
- The Branch Banking Client Consultant II-Licensed focuses on providing an exceptional client experience by resolving concerns and offering product details to meet financial needs. This role involves client management, retention, and facilitating introductions to key bank partners for comprehensive financial support.
About Flagstar Bank
Thank you for visiting Flagstar Bank, N.A. on LinkedIn, and we look forward to being part of your financial journey. Today, Flagstar Bank, N.A., is one of the largest regional banks in the country. The company is headquartered in Hicksville, New York. At September 30, 2025, the company had assets of $91.7 billion. We operate approximately 340 locations across nine states, with strong footholds in the greater New York/New Jersey metropolitan region and in the upper Midwest, along with a significant presence in fast-growing markets in Florida and the West Coast. We believe in cultivating a diverse, inclusive, and respectful workplace that engages employees, broadens perspectives, and encourages teamwork. We hire people who represent the talents, experiences, backgrounds, and diversity of the communities we serve. Together our goal is to deliver a new energy in banking to our customers, opening new doors for financial and personal success. Customers will have access to a broad spectrum of technology, products and services—all with a shared customer-first approach. Relationships are at the center of all that we do, enhanced by our commitment to delivering local market expertise, personalized solutions, and a long-standing focus on strengthening our communities. Follow us on LinkedIn to stay up to date on news and updates, new hires, community initiatives, access to our collective insights, and banking industry updates that you need to know.
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Frequently Asked Questions
What does a Branch Banking Client Consultant II - Licensed do at Flagstar Bank?
As a Branch Banking Client Consultant II - Licensed at Flagstar Bank, you will: the Branch Banking Client Consultant II-Licensed focuses on providing an exceptional client experience by resolving concerns and offering product details to meet financial needs. This role involves client management, retention, and facilitating introductions to key bank partners for comprehensive financial support..
Is the Branch Banking Client Consultant II - Licensed position at Flagstar Bank remote?
The Branch Banking Client Consultant II - Licensed position at Flagstar Bank is based in United States, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Branch Banking Client Consultant II - Licensed position at Flagstar Bank?
You can apply for the Branch Banking Client Consultant II - Licensed position at Flagstar Bankdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.