Flagstar Bank

Regional bank offering diversified financial services

Branch Banking Client Consultant 3 - Licensed

Retail & Commercial BankingConfirmed live in the last 24 hours

Full-timeBoca Raton, FL, USAIn-person

About the Job

Requirements

High school diploma or equivalent (GED, HiSET, TASC, or foreign equivalent).
At least five years of customer service and sales experience in the financial industry.
Ability to train and mentor others on products and platform procedures.
Experience participating in sales campaigns or promotions.
Experience using and demonstrating digital products and self-service technologies.
Life and Health Insurance licenses are required within the first 90 days in the role; failure to pass the exam or attempt it results in removal from the LBE program.
FINRA Securities Industry Essentials (SIE) is required within 90 days of passing the Life and Health Insurance exam; failure to pass the exam or attempt it results in removal from the LBE program.
FINRA Series 6 license is required within 90 days of passing the SIE exam; failure to pass the exam or attempt it results in removal from the LBE program.
FINRA Series 63 or Series 66 license is required within 90 days of passing the Series 6 exam.
Demonstrate knowledge of products and the sales process, and understand marketplace strategies and customer motivations.
Use rigorous logic and methods to solve difficult problems and identify less-obvious issues.
Manage priorities and time effectively to advance goals and remove obstacles.
Build and maintain effective stakeholder relationships through clear communication, proactive collaboration, and cross-functional insights aligned with enterprise goals.
Build trusted internal or external client relationships by identifying needs and delivering tailored solutions.
Meet the role’s physical demands, including standing, sitting, walking, driving, or infrequent lifting.

Responsibilities

Support branch growth by achieving financial performance targets for deposits, loans, and non-interest income.
Deliver client engagement and education using available tools and systems.
Meet behavioral activity goals set by retail leadership, including NextGen and marketing campaign lead calling, weekly appointments set and completed, and client needs met.
Execute sales, service, and banking transactions accurately and compliantly, while striving to prevent controllable losses.
Perform special projects requiring seasoned branch-process knowledge.
Complete additional duties and responsibilities as required.
Adhere consistently to regulatory and compliance policies and standards, complete required compliance training, and comply with applicable federal, state, and local laws and regulations.
Attain sales and referral goals through preset appointments and quality conversations that lead to recommendations supporting clients’ financial goals and objectives, using phone and in-person appointments.
Conduct discovery-based conversations and provide customized financial advice by referring clients to Financial Consultants.
Foster or support a positive work culture and productive work environment through effective relationships with customers and stakeholders.

Position Title

Branch Banking Client Consultant III - Licensed

Location

Boca Raton, FL 33498-6797

Job Summary

A Branch Banking Client Consultant III - Licensed leverages extensive knowledge in banking, investments, and lending to help clients achieve their financial goals. Individuals in this position typically hold applicable investment and mortgage licensing, and have a proven success in consultative sale. The Client Consultant III plays a significant role in the branch sales execution while maintaining strong operational standards.

Job Responsibilities:

JOBRESPONSIBILITIES

Sales Performance:support growth of branch by achieving growth targets in financial performance (deposits loans, and non-interest income.

Client Experience:deliver client engagement and education--usingthe tools and systems available.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.

RiskManagement: Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses.

ADDITIONALACCOUNTABILITIES

Performs special projectsrequiring a seasoned level ofexperiencebranch process knowledge.

Additionalduties and responsibilities asrequired.

Consistently adheresto regulatory and compliance policies and standards linked to the job as listedand complete required compliance trainings. Accountable tomaintaincompliance with applicable federal,stateand local laws and regulations.

Demonstrated ability toattainsales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial goals and objectives,leveragingphone, and in-person appointments.

Engage in discovery-based conversations andprovidecustomized financial advice by referring to Financial Consultants

JOB REQUIREMENTS

Required Qualifications:

Education levelrequired:High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.

Minimum experiencerequired:5+ Yearsof customer service and sales experiencein the financial industry.

Ability to train and mentor others, including products and platform procedures.

Experience inparticipatingin sales campaigns/promotions.

Experience with using anddemonstratingdigital products and self-service technologies.

Life and Health Insurance Licenses (requiredwithin the first90 daysinrole.  Failure to pass exam/or no attempt to take exam will result in removal from LBE program).

FINRA Security Industry Essentials (SIE) (requiredwithin90 daysof 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 (requiredwithin90 daysof passingSecurityIndustry 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 (requiredwithin90 daysof passing the Series 6 exam).

Job Competencies:

Action-oriented- Enjoys working hard, isaction orientedand full of energy for the things he/she sees as challenging. Not fearful of acting withminimum ofplanning. Seizes more opportunities than othersby aggressivelyandenthusiastically pursuing action to achieve results.Possesses a sense of urgency.

BusinessAcumen-Knowsproducts 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.Canbe warm, pleasant, and gracious. Is sensitive to and patient with the interpersonal anxieties ofothers.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 anddoesn'tstop at the first answers.Isa good listenerandearly knower,gatheringinformal and incomplete information in time to do something about it.

Priority Management-Spends his/her time and the time of others onwhat'simportant. Can quickly sense what will help or hinderaccomplishinga goal. Eliminatesroadblocksandcreates focus.Uses his/her time effectively and efficientlyandvalues time. Gets more done in less time than othersandcanattend toa broader range of activities.
Demonstrates a strong ability to build andmaintaineffective relationships with stakeholders by communicating clearly,engaging in proactive collaboration, andleveragingcross functionalinsights.Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.
Buildstrusted client relationships, whether internal or external, byidentifyingneeds and delivering tailored solutions to enhance the overall client experience.
Fosters orsupportsa positive work culture and productive work environment, displayingimportanceof effective relationships with customers and stakeholders.
Physical demands (ADA):The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting.

Flagstar is an Equal Opportunity Employer

We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. 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

Pay Range

$19.87 - $31.30

About the Company

Flagstar Bank

Regional bank offering diversified financial services

Flagstar Bank is a regional bank that offers a broad range of financial products and services through its 418 branches in 10 states, complemented by digital channels. It operates with a customer-first mindset, emphasizing local market expertise, personalized solutions, and community focus. Its products work through a combination of branch-based relationship banking and technology-enabled services to meet customers’ financial needs. What sets Flagstar apart is its emphasis on local knowledge, community involvement, and diverse, inclusive workplace culture, rather than solely relying on scale or standard products. The company’s goal is to deliver a new energy in banking that opens doors for customers’ financial and personal success while strengthening the communities it serves.

Company size: 1,001-5,000
Company stage: IPO
Headquarters: Troy, MI
Founded: 1987

Recently Posted Jobs

Explore more opportunities at Flagstar Bank

See more jobs