Senior Phone Channel Client Consultant

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $21 - $36 / hour

⏰ Full Time

🟠 Senior

💼 Consultant

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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Flagstar Bank

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🛡️ Insurance

💼 Consulting

🏥 Healthcare

Insurance • Consulting • Healthcare

Flagstar Bank is a diversified commercial bank focused on building relationships to help clients on their financial journeys, whether for personal or business needs. The bank offers a wide range of financial services including personal and business banking, loans, mortgages, wealth management, and investment services. Flagstar is committed to community involvement and meeting the banking needs of diverse neighborhoods, including low- and moderate-income areas, while promoting diversity, equity, and inclusion within its operations.

📋 Description

• Deliver an omnichannel sales and service experience to existing and prospective bank clients by phone • Use knowledge of banking products and services to help clients achieve financial goals • Manage clients, retain relationships, grow deposits, and introduce clients to Wealth Management, Direct to Consumer, and Business Banking partners • Handle extensive lending and basic investment interactions • Speak with clients via inbound and outbound calls, ask financial questions, and identify educational and sales opportunities • Schedule appointments and maintain follow-through • Onboard Flagstar.com clients and support Consumer Banking sales initiatives • Engage with clients through video chat when appropriate • Take inbound and outbound calls to meet sales and service objectives • Originate consumer loan applications for Consumer Banking and Flagstar’s online application channel • Resolve account questions and issues and proactively prevent client dissatisfaction • Recommend products, services, and solutions based on client needs • Partner with specialists to meet banking, mortgage, and investment goals • Perform banking processes and transactions accurately and securely while following fraud prevention measures • Use computerized systems for tracking, information gathering, and troubleshooting • Participate in required or recommended training programs • Maintain current knowledge of policies, procedures, guidelines, and bank operating systems • Complete special projects, additional duties, and required compliance training • Maintain compliance with applicable federal, state, and local laws and regulations

🎯 Requirements

• High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent required • 5+ years of retail banking experience or 5+ years of equivalent retail, sales, or customer service experience • Access to a dedicated, hard-wire connection required • Professional home workspace free of distractions from other household members • Environment/background acceptable for a client to view on video chat, or an area that can accommodate a background screen • Demonstrated computer proficiency with Windows-based applications, including word processing and e-mail • Demonstrated ability to achieve objectives in a sales environment • Good telephone technique with well-developed customer service skills • Call Center Telephony proficiency • Proven customer service skills and ability to resolve problems and prevent client dissatisfaction • Proven track record of exceeding goal expectations • Willingness to call prospects and existing clients for sales opportunities • Ability to follow company policies, guidelines, and procedures • Ability to work with clients enthusiastically and professionally • Ability to operate standard office equipment • Ability to work flexible, nontraditional hours • Willingness to experiment with different call types, techniques, and scripting • Strong listening, verbal, and written communication skills • Ability to work well in a team environment • Strong attention to detail and ability to multitask • Ability to maintain confidentiality using tact and diplomacy • Ability to build and maintain effective stakeholder relationships • Ability to build trusted client relationships and deliver tailored solutions • No unusual physical exertion is involved • Preferred: undergraduate degree (4 years or equivalent) • Preferred: experience in a virtual customer service sales role • Preferred: Certified Lender

🏖️ Benefits

• Medical insurance • Dental insurance • Vision insurance • Life insurance • Disability insurance • Comprehensive leave program • Variable incentives, bonuses, commissions, or other awards may be included in total compensation