Banking Product Consultant

Banking Product Consultant

The role of a Banking Product Consultant requires strong communication skills and the ability to effectively address clients' concerns and inquiries.

A Banking Product Consultant provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.

Job Responsibilities:

• Support the team's initiatives to achieve growth objectives in financial performance and primary client acquisition by delivering suitable client referrals and assisting with sales strategies.
• Offer exceptional assistance to customers by addressing account questions, resolving problems, and managing complaints in a timely and effective manner. Create a positive client experience through informative engagement and educational support. Strive to achieve and exceed behavioral activity targets as defined by Retail Leadership, including soliciting referrals and promoting customer education.
• Administer daily financial transactions accurately and promptly, striving to prevent controllable losses. Ensure compliance with all relevant bank policies and regulations for accuracy and adherence.
• Performs special assignments and supplementary responsibilities as needed. Shows a persistent dedication to complying with the regulations and standards connected to the job, as specified, and finishes compulsory compliance training. Accountable for ensuring conformity with applicable federal, state, and local laws and regulations.

Job Requirements:

• Acquisition of a high school diploma or its alternative (GED, HiSET, TASC) or a confirmed foreign credential is compulsory.
• 3 years of customer service and sales experience is a fundamental requirement.
• Applicants with prior experience in financial services will be prioritized.

Flagstar's commitment to equality means that all applicants are considered based on their qualifications.

Flagstar grants its staff access to a variety of benefits, inclusive of medical, dental, and vision insurance, as well as life and disability coverage, accompanied by a detailed leave program for their benefit.

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