Flagstar Bank · 2 hours ago
Branch Banking – Client Consultant II – Licensed
Fort Wayne, IN
Full-time
Onsite
Mid Level
4+ years expFlagstar Bank is seeking a Branch Banking Client Consultant II - Licensed to provide a best in class experience by resolving client concerns and delivering product details that meet their financial needs. This role focuses on client management, retention, and facilitating connections with key bank partners to help clients achieve their financial goals.
BankingFinanceFinancial Services
Responsibilities
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
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
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
Qualification
Required
High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
4 – 5 years customer service and sales experience, (including in the financial Services industry)
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)
Preferred
Experience in financial services industry, preferred
Experience with using and demonstrating digital products and self-service technologies, preferred
Benefits
Medical
Dental
Vision
Life
Disability insurance
Comprehensive leave program
Company
Flagstar Bank
Thank you for visiting Flagstar Bank, N.A. on LinkedIn, and we look forward to being part of your financial journey.
5001-10000 employees
H1B Sponsorship
Flagstar Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (39)
2024 (42)
2023 (41)
Funding
Current Stage
Public CompanyTotal Funding
unknown2021-04-26Acquired
2001-07-12IPO
Leadership Team
Gregg Christenson
Executive Vice President and CFO for Community Banking
R
Randal Turner
SVP & Chief Financial Officer, Loan Servicing and Shared Services
Recent News
2025-11-12
2025-11-07
Company data provided by crunchbase