Find Jobs
Find Jobs Near You – Available Work in Your Location
Skip to job details
FB
Flagstar Bank N.A
Branch Banking Client Consultant II - Float
Career Insights for Personal Financial Advisor (General)
See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.
Scorecard
Based on New York data
Review key factors to help you decide if this role fits your goals. How is this calculated?
What they do
A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.
$111,552 / year median in New York
+9% projected growth
Job Description
Position Title Branch Banking Client Consultant II
- Float Location Bellmore, NY 11710 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.
Job Responsibilities:
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.
Preferred Qualifications:
Experience in financial services industry preferred. Experience with using and demonstrating digital products and self-service technologies.Job Competencies:
Action-oriented- Enjoys working hard, is action oriented and full of energy for the things he/she sees as challenging. Not fearful of acting with minimum of planning. Seizes more opportunities than others by aggressively and enthusiastically pursuing action to achieve results. Possesses a sense of urgency. 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. Problem Solving
- Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Is a good listener and early knower, gathering informal and incomplete information in time to do something about it. Priority Management
- Spends his/her time and the time of others on what's important.
- $26.