Phone Channel Client Consultant Sr
# Phone Channel Client Consultant Sr **Flagstar Bank** · United States · `Remote` · `Full Time` 💼 **Уровень роли:** `Senior` 💰 **Компенсация:** `$21.39 – $36.07` 🕒 **Статус:** *Опубликовано: сегодня* · *Источник: Himalayas (JSON API)* --- ### Top Skills & Match 🎯 **Ключевой стек роли:** `[Client-Consultant]` `[Banking-Consultant]` `[Call-Center-Representative]` `[Financial-Services-Representative]` `[Contact-Center-Consultant-Jobs]` `[Senior-Account-Consultant]` `[Contact-Center-Solutions-Consultant]` `[Senior-Call-Center-Associate]` `[Sales]` --- ### About the Role Position Title Phone Channel Client Consultant Sr Location Nationwide, MI 48098 Job Summary The Phone Channel Client Consultant virtually delivers an omnichannel exceptional sales and service experience to existing and prospective bank clients leveraging extensive knowledge of products and services to help clients achieve their financial goals. Provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. The focus of this role is on client management, client retention, deposit growth, and introductions to key bank partners (Wealth Management, Direct to Consumer Channel, and Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have extensive lending and basic investment interactions. Individuals in this role are responsible for being role models for Flagstar Bank ’s client-centric culture, while embracing diversity and maintaining ethics and integrity. Job Responsibilities: JOB RESPONSIBILITIES - BusinessPerformance: Speaks withclientsvia inbound or outbound calls, asksappropriate financialquestionsandidentifiesopportunities to educate and empower our clients to meet their needs for future financial success. Schedulesappointments andmaintainshigh levelof follow-through to ensure outstanding client experience. - Sales Performance: A significant portionof this role will involve making outbound telephone callsas well as onboarding Flagstar.com clients to ensure client’s financial goals are met and the client’s experience is seamless.Takes inbound and makes outbound calls from/toclientsto ensure sales and serviceobjectivesare met. Engages with clients on video chat when appropriate. Meets andexceedsestablished service,productivityand sales standards.Participates in on-goingsales initiatives for Consumer Banking including but not limited to supporting the Client Engagement Center, Direct to Consumer Channel, Flagstar.com and the My Banking Direct channel,Invocamarketing campaigns, and originates consumer loan applications for all of Consumer Banking as well as Flagstar’s online application channel. - Client Experience: Assistswith client questions and/or issues relating to their accounts. Demonstratesstrongclientserviceexpertiseand the ability to resolve problems and proactively to prevent client dissatisfaction.Effectively communicates and engages via the telephone without the benefit of visual cues and clues which would normally be present in a face-to-face interaction. Meetsand exceedsgoals by working with clients to build and deepen relationships to uncover financial needs, and recommendsthe best products,servicesand solutions to meet thoseobjectives. Educatesand empowersour clients to drive towards solutions to meet their financial goals. Ensuresthe client's requests are met by partnering with theappropriate specialistWealth Partner, Direct to Consumer Team, andBusiness Banking) to meet the client's banking,mortgageand investment goals. Deliversaccurate,responsiveand courteousclientservice to everyclient(internal & external)everytime. - RiskManagement: Performsand executes a variety of banking processes and transactions with accuracy and security while adhering to all fraud prevention measures. Utilizes various computerized systems for tracking, information gathering, and/or troubleshooting. Participates inon-goinginternal and external training programs as required or recommended. Usesindependent judgement and discretion to make decisions.Acquiresandmaintainsup-to-date knowledge of applicable policies, procedures,guidelinesand bank operating systems.Observes andcomplies withpolicies and procedures, customer service standards, and compliance guidelines. ADDITIONALACCOUNTABILITIES - Performs special projects, andadditionalduties 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. JOB REQUIREMENTS Required Qualifications: - Education levelrequired:High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent. - Minimum experiencerequired:5+ Yearsof retail banking experience or5+yearof equivalent retail,salesor customer service experience. - Access to a dedicated, hard-wire connectionrequired. - Professionalhome workspace free of distractions from other household members. Environment/background that would be acceptable for a client toview onvideo chat (or area that is able to accommodate a background screen). Preferred Qualifications: - Education level preferred:Undergraduate Degree (4 years or equivalent). - Experience in a virtual customer service sales role. - Certified Lender. Job Competencies: - Demonstrated computerproficiencywithWindows-based applications, including word processing and e-mail. - Demonstrated ability to achieveobjectivesin a sales environment. - Good telephone technique with well-developed customer service skills. - Call Center Telephonyproficiency. - Proven customer service skills and the ability to resolve problems and prevent client dissatisfaction. - Proventrack recordof exceeding goal expectations by exemplifyingappropriate behaviorsand values. - Desire and willingness to call on prospects and existing clients for sales opportunities. - Demonstrated ability to follow company policies,guidelinesand procedures. - Ability to deal withclientsenthusiastically and with professionalism. - Ability tooperatestandard office equipment. - Ability to worka flexible, nontraditional hours. - Willing to continually experiment with new/different call types,techniquesand scripting to increase effectiveness. - Strong listening,verbaland written communication skills. - Demonstrated ability to work well in a team environment. - Strong attention to detail and ability to multi-task. - Demonstrated ability tomaintainconfidentiality using tact and diplomacy - 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. - Builds trusted client relationships, whether internal or external, byidentifyingneeds and delivering tailored solutions to enhance the overall client experience. - Fosters or supports a positive work culture and productive work environment, displayingimportanceof effective relationships with customers and stakeholders. - Physical demands (ADA):No unusual physical exertion is involved. 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 $21.39 - $36.07 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance, and the San Francisco Fair Chance Ordinance, as appliable. Originally posted on Himalayas
- Client-Consultant
- Banking-Consultant
- Call-Center-Representative
- Financial-Services-Representative
- Contact-Center-Consultant-Jobs
- Senior-Account-Consultant
- Contact-Center-Solutions-Consultant
- Senior-Call-Center-Associate
- Sales
Наблюдалась 2026-10-06, впервые 2026-10-06, источник — Himalayas (JSON API).