Licensed Banker Branch Banking Client II
Company: Flagstar Bank
Location: Plainview
Posted on: September 13, 2024
Job Description:
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
- 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
Keywords: Flagstar Bank, Lubbock , Licensed Banker Branch Banking Client II, Accounting, Auditing , Plainview, Texas
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