Note: The job is a remote job and is open to candidates in USA. Flagstar Bank is seeking a Senior Small Business Banking Consultant to meet the needs of Small Business clients within the Consumer Bank. This role involves managing and growing client relationships while providing expert advice on a range of financial products and services.
Responsibilities
- Meets with clients via telephone to assess client needs, review their financial management practices and solutions, conduct a cash cycle conversation, and make recommendations for products and services where needed. Performs application and fulfillment process directly on some solutions. Makes referrals to product and fulfillment experts as required
- Manage/solve complex servicing issues for clients, by maintaining a strong understanding of resources within Flagstar
- Proactively contacts targeted clients, sharing with them the impact Flagstar can have on their Small Business and setting up appointments for deeper conversations and a complete financial review
- Facilitates credit requests within Consumer Bank thresholds and refer larger credit opportunities to the Commercial Bank
- Facilitates referrals to Treasury Management Team
- Meets individual performance goals of revenue/profit growth matrix on a quarterly basis
- Performs 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
Skills
- Undergraduate Degree (4 years or equivalent). Equivalent experience may substitute
- 7+ Years of sales/client relationship management experience in banking/financial products, including significant experience with small business clients
- Undergraduate Degree (4 years or equivalent) in business related major
- 7 years or more experience as a Small Business Banker, Business Banking Relationship Manager, or Branch Leader/Manager
- 7 years or more phone-based sales experience of banking/financial products or solutions
- Formal credit training
- Small business banking sales training
- Experience working with less experienced team members to mentor and develop them, sharing expertise and insights
Benefits
- Variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment
- Medical, dental, vision, life, and disability insurance
- A comprehensive leave program
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