Position Title
Client Consultant II Licensed - Licensed Banker
Location
Boca Raton, FL 33498-6797A 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 trainingsAccountable 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 levelrequiredHigh School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent (Add applicableadditionaldetaili.e.field of studyrequiredor equivalent work experience if applicable).
Minimum experiencerequired5+ Yearsof customer service and sales experiencein the financial 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.
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, is action orientedand full of energy for the things he/she sees as challenging. Not fearful of acting withminimum ofplanning. Seizes more opportunities than others by aggressivelyandenthusiastically pursuing action to achieve resultsPossesses 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 toSpends the extra effort to put others at easeCanbe warm, pleasant, and graciousIs sensitive to and patient with the interpersonal anxieties ofothersBuilds 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 answersIsa 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'simportantCan quickly sense what will help or hinderaccomplishinga goalEliminatesroadblocksandcreates focusUses his/her time effectively and efficientlyandvalues timeGets 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
$17.95 - $28.89
Thank you for visiting Flagstar Bank, N.A. on LinkedIn, and we look forward to being part of your financial journey. Today, Flagstar Bank, N.A., is one of the largest regional banks in the country. The company is headquartered in Hicksville, New York. At September 30, 2025, the company had assets of $91.7 billion. We operate approximately 340 locations across nine states, with strong footholds in the greater New York/New Jersey metropolitan region and in the upper Midwest, along with a significant presence in fast-growing markets in Florida and the West Coast. We believe in cultivating a diverse, inclusive, and respectful workplace that engages employees, broadens perspectives, and encourages teamwork. We hire people who represent the talents, experiences, backgrounds, and diversity of the communities we serve. Together our goal is to deliver a new energy in banking to our customers, opening new doors for financial and personal success. Customers will have access to a broad spectrum of technology, products and services—all with a shared customer-first approach. Relationships are at the center of all that we do, enhanced by our commitment to delivering local market expertise, personalized solutions, and a long-standing focus on strengthening our communities. Follow us on LinkedIn to stay up to date on news and updates, new hires, community initiatives, access to our collective insights, and banking industry updates that you need to know.
