financial services consultant

Sunward

<div>Description:

Job Summary:
This role is a front-line member facing position that handles daily financial transactions, analyzes member&rsquo;s needs, performs consultative selling for our financial products, and ensures a smooth onboarding and membership experience. Support the credit union&rsquo;s mission, vision, and service standard. The role requires a high degree of integrity, compliance with regulatory standards, and a strong focus on delivering exceptional member service.
Essential Job Duties:
Teller Duties<ul><li>
Processes member transactions accurately and efficiently, including deposits, withdrawals, loan payments, and check cashing</li><li>
Processes various transactions and answer member account inquiries. Post transactions to member&rsquo;s account and maintain member records.</li><li>
Balances cash drawers at the beginning and end of shifts to ensure accuracy</li><li>
Balances cash drawer and other transactions correctly and according to standard operating procedures</li><li>
Issues cashier's checks, money orders, and bank drafts</li><li>
Verifies and reconcile daily transactions to maintain accurate records</li><li>
Proactively educates members of our products and services</li></ul>
Member Service Duties:<ul><li>
Resolves any issues and problems faced by members, providing timely and regular updates.</li><li>
Maintains a high level of professionalism and confidentiality in all member interactions.</li><li>
Assists members with the following:</li><li>
Deposit Accounts: Opening, closing, maintaining accounts and certificate of deposit.</li><li>
Monetary Transactions: Share draft orders, stop payments, statement copies, check deposits, and cash deposits/withdrawals.</li><li>
Deposit Services: Safe deposit boxes, direct deposits and payroll distributions, ATM/check card orders, pin numbers, and notary services.</li><li>
Loans: Credit card, loans, and bill payments</li><li>
Business Accounts- Open DBA, sole- Proprietor, LLC&rsquo;s and Corporations.
</li><li>IRA and Fiduciary transactions</li><li>
Upholds the Credit Union&rsquo;s compliance with the Bank Secrecy Act (BSA), which includes compliance with the Customer Identification Program and anti-money laundering policies and procedures.</li><li>
Reports unusual or suspicious activity in writing to the Risk, Legal and Compliance Department.</li><li>
Complete Currency Transaction Reports (CTRs) and submit them to the designated internal department for quality control in a proper and timely manner.</li><li>
Ensures all member interactions and transactions are conducted with integrity and in compliance with applicable laws and regulations.</li><li>
Performs other duties as assigned.</li></ul>
Financial Sales Duties:<ul><li>
Develops and maintains strong relationships with members, understanding their needs and providing tailored financial products and solutions.</li><li>
Engages with members to understand their financial situations and short-term and long-term financial objectives.</li><li>
Performs consultative selling to offer personalized products to members to help them achieve their financial goals.</li><li>
Collaborates with other departments, such as Investment Services, Consumer Lending, Mortgage and Business lending, to provide comprehensive financial guidance.</li><li>
Promotes financial products and services that are suitable for members based on their needs.</li><li>
Identifies opportunities for account and membership growth and cross-selling additional products or services.</li><li>
 Maintains knowledge around products and services offered.</li></ul>
Requirements:

Required Skills/Abilities:<ul><li>
Excellent interpersonal and communication skills</li><li>
Excellent organizational skills and attention to detail.</li><li>
Strong proficiency with Microsoft Office applications. Familiar and comfortable with information technology, particularly digital means of communication.</li><li>
Strong verbal/written communication skills</li><li>
Adaptability and willingness to learn new skills and technologies</li><li>
Ability to manage multiple tasks and prioritize effectively in a fast-paced environment</li></ul>
Knowledge:<ul><li>
Ability to become thoroughly knowledgeable of Credit Union products and services, features, and benefits.</li></ul>
Education and Experience:<ul><li>
Minimum one year of customer service or client-facing experience, preferably in a financial services, retail, or hospitality environment.</li><li>
Minimum high school diploma, or more than one year of related experience.</li></ul>
Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer.
Needs to be flexible with schedule to meet the needs of the organization and membership.
Must be able to lift 20 pounds at times.</div>

Financial Services Consultant 1

Community Financial

Who We Are: 
At orsa credit union, we believe in more than just banking, we believe in people. We are looking to build a community of forward-thinking team members who share our values towards providing exceptional member experiences and financial empowerment through our best-in-class products.
 We’ve been recognized as one of the Regional Best and Brightest companies for the last 20 years and nationally recognized since 2018. We have been certified as a Great Place To Work since 2023 and as of 2024, we were also recognized as the Best and Brightest in Wellness , reflecting our deep commitment to our team members and the communities we serve.
 
About the role: 
Every day, the senior consultant transforms ordinary branch visits into digitally-forward, people-first extraordinary experiences that strengthen trust, deepen relationships, and create joy. This role carries our promise all the way through the final mile, ensuring members experience both care in the moment and guidance that prepares them for the future.
 Building on the responsibilities of the consultant, the senior consultant develops subject-matter expertise in complex areas and uses this knowledge to guide members through specialized needs, mentor peers, and strengthen branch and organizational performance. By combining operational excellence, consultative depth, and living our culture by example, the senior consultant embodies our values by walking with members — and teammates — through both light and dark moments, positioning the organization as their trusted, lifelong partner to create joy and ignite Michiganders’ impossible dreams.
 This position has a starting hourly rate of $24.23 , but your offer amount may be increased with relevant work experience and transferable skills.
 
A Day in the life of a senior consultant can look like: 
Walk alongside members in both light and dark moments.
 Carry the spirit of our Manifesto all the way through the final mile, ensuring every interaction makes members feel supported and relationships grow stronger. Show up with presence, mirror joys and struggles, root for members, and care boldly enough to make every interaction meaningful.
 Be a confident and trusted resource with depth.
 Share knowledge of deposit, lending, and digital banking products with clarity and care, while applying subject-matter expertise in areas such as business accounts, IRAs, trusts, or compliance to meet more complex member needs.
 Guide members toward meaningful solutions with a digitally-first mindset.
 Take time to understand members’ everyday finances and impossible dreams, recommending products and services that help them move forward with confidence.
 Mentor and support peers.
 Model best practices and share expertise to help teammates grow in confidence and capability.
 Deliver operational excellence with care.
 Handle transactions — including cash — with accuracy, integrity, and consistency, protecting members’ trust.
 Perform other duties as directed by leadership.
 
What you bring to the table: 
High school diploma or equivalent.
 Minimum three years' experience as a service representative in the retail or service industry or equivalent experience.
 Demonstrated knowledge of fiduciary products and services.
 Extensive and demonstrative knowledge of digital products and services offered by orsa credit union.
 Experience and a passion for leadership, performance management, and team member development.
 Demonstrated ability to effectively communicate in a training and mentoring setting.
 Proven successful goal setting and achievements.
 Proficiency using Microsoft Suite.
 
We believe in creating a Culture of Belonging guided by our core values: Relentless Care, Hustle & Grind, Huzzah! and Curiosity.
 
As a team member of orsa, you’ll enjoy: 
Comprehensive medical, dental, and vision plans
 Generous paid time off package for all full-time team members
 Up to 12-weeks paid paternity/maternity leave
 Lifestyle Accounts to help with your personal wellbeing
 Family Health Benefits
 Paid time off to observe all Federal Holidays
 Flexible work options depending on position
 A generous 401k match
 Numerous employee engagement activities
 Community Resource Groups
 Paid time off for occasions such as volunteering, caregiving, and family events
 
Contact/application information: 
If this description appeals to you, please submit an application! A member of orsa’s talent acquisition team will be in contact with you shortly!
 
Equal Employment Opportunity Policy: 
orsa credit union is an equal opportunity employer (M/F/D/V). We recruit, employ, train, compensate, and promote without regard to race, religion, creed, color, national origin, age, gender, gender identity or expression, sexual orientation, marital status, disability, veteran status, or any other basis protected by applicable Federal, State or local laws.
 
Disclaimer: 
This job posting highlights some of the most critical responsibilities and requirements of the position. There may be additional duties and responsibilities that are not listed above. A Talent Acquisition Specialist will be sure to discuss the role in further detail should your application be selected to move forward.
 Please note that orsa credit union does not involve Artificial Intelligence (AI) when evaluating applications. Applications for this position are reviewed by a member within the Talent Acquisition team. We are dedicated to providing an equitable and thorough review of all submissions and look forward to additional connection as the recruitment process continues!

senior consultant

FlagStar Bank

<div>Position Title
Branch Banking Client Consultant I - Port St. Lucie FL 
Location
Port St. Lucie, FL 34986-1764 
Job Summary
Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals. 
Job Responsibilities:<ul><li>
Sales Performance: 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</li><li>
Client Experience: 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 referrals.</li><li>
Risk Management: Deliver timely and accurate daily financial transactions; striving for no controllable preventable losses. Understand and adhere to all applicable bank policies and regulations.</li></ul>
ADDITIONAL ACCOUNTABILITIES<ul><li>
Performs special projects, and additional duties and responsibilities as required.</li><li>
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.</li></ul>
JOB REQUIREMENTS
Required Qualifications:<ul><li>
Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent</li><li>
Minimum experience required: 0 &ndash; 3 years of customer service and sales experience</li></ul> 
Preferred Qualifications:<ul><li>
Experience in financial services industry.</li></ul> 
Job Competencies:<ul><li>
Action-oriented - Enjoys working hard, is action oriented and full of energy for the things he/she sees as challenging. Not fearful of acting with minimum of planning. Seizes more opportunities than others by aggressively and enthusiastically pursuing action to achieve results. Possesses a sense of urgency.</li><li>
Business Acumen - Knows products 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.</li><li>
Approachability - Is easy to approach and talk to. Spends the extra effort to put others at ease. Can be warm, pleasant, and gracious. Is sensitive to and patient with the interpersonal anxieties of others. Builds rapport well.</li><li>
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 and doesn't stop at the first answers. Is a good listener and early knower, gathering informal and incomplete information in time to do something about it.</li><li>
Priority Management - Spends his/her time and the time of others on what's important. Can quickly sense what will help or hinder accomplishing a goal. Eliminates roadblocks and creates focus. Uses his/her time effectively and efficiently and values time. Gets more done in less time than others and can attend to a broader range of activities.</li><li>
Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.</li><li>
Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.</li><li>
Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders.</li><li>
Physical demands (ADA): No unusual physical exertion is involved.</li></ul>
Flagstar is an Equal Opportunity Employer
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</div>

Branch Banking Client Consultant I - Port St. Lucie FL

The Hearst Corporation

<div>The Opportunity
Homecare Homebase is searching for an Implementation Training Consultant, Financial who will act as an integral part of the financial project to ensure a successful implementation of Homecare Homebase&rsquo;s home health and hospice software. This person will aid in our effort to provide quality implementations and ensure the adoption of our product in agencies across the country.
The Challenge
At Homecare Homebase, we help home health and hospice organizations across the nation overcome the business and technological challenges that stand in the way of patient care and efficiency. As an Implementation Training Consultant, Financial, you will play an essential role in guiding our customers through the implementation methodology and deployment of the software for multi-site locations across the United States.
You will be responsible for:
<ul><li>Serving as subject matter expert on the proper use of the Homecare Homebase application as it pertains to financial operations
</li><li>Following the implementation methodology and ensuring team members are also following the methodology
</li><li>Conducting end-user training onsite or via webinar on the billing and financial modules of the Homecare Homebase product
</li><li>Investigating user problems and needs, identifying their source and determining possible solutions
</li><li>Assisting in the development and maintenance of end-user documentation including training manuals and internal documentation
</li><li>Guiding customers towards established best practices
</li><li>Supporting the customer with the change management efforts to allow for a successful adoption of the Homecare Homebase application
</li><li>Independently researching customer inquiries and determining sources of issues
</li><li>Independently researching data functionality and reporting problems to the customer support team with needed steps for customer resolution
</li><li>Maintaining product knowledge as new enhancements and functionality are released in the application
</li><li>Working with Implementation Managers to implement strategies to improve team performance, foster team growth and assist with meeting department and company goals
</li>Exemplifying CARES core values and providing leadership to team members to promote a positive work environment and adherence to core values 
<li>
</li></ul>What We're Looking For
Homecare Homebase&rsquo;s mission is to empower exceptional care among all the clients we serve. The Implementation Training Consultant, Financial, supports this mission by providing excellent customer service, recommending best practices for financial operations setup, and supporting our clients with the efforts to successfully manage the change associated with the Homecare Homebase deployment.
We are looking for a talented, passionate individual that can show us:
<ul><li>The skills to provide quality education to customers on the appropriate, best-practice use of all products within the financial aspects of the Homecare Homebase suite.
</li><li>Leadership skills to support the HCHB team in preparation and while on-site for customer rollouts.
</li><li>The ability to communicate deployment risks with both internal and customer project teams efficiently and concisely.
</li><li>The ability to assist the customer in all aspects of software setup and training and a desire for investigation and problem-solving.
</li><li>The ability to prioritize workload and delegate assignment as necessary.
</li><li>A passion for customer service that ensures the needs of the customers are met throughout their implementation.
</li><li>The ability to function with minimal supervision without affecting the quality of their work.
</li><li>Effective leaders who demonstrate strong ownership abilities and are capable of driving resolutions to meet department and company goals.
</li>The ability to travel and/or support up to 10-15% in service of our clients across the country. 
<li>
</li></ul>Education requirements: this career opportunity requires a bachelor's degree in business or a related field or an equivalent combination of some college and significant work experience. 
What You Can Expect from Us
At Homecare Homebase, we don't just help our clients succeed; we help our employees succeed. Competitive pay, robust benefits, and professional development opportunities are a few of the many reasons that Homecare Homebase is a great place to build your career. Above all, employees are part of a work environment where we live our CARES values: Care, Act, Respect, Excel, and Smile.
Our Team Members Also Enjoy
<ul><li>Meaningful work. Our employees often tell us that their work gives them a sense of purpose because it makes a difference in the lives of clinicians and homecare staff, as well as the patients they serve.
</li><li>Flexibility. We value work-life balance because we know that happy employees create happy clients. That's why Homecare Homebase offers both full and part-time career opportunities to fit life's unique demands.
</li>A company that gives back. Every year, Homecare Homebase proudly supports numerous charitable fundraising initiatives that align with our mission of empowering exceptional care and helping others in need. 
<li>
</li></ul>About Homecare Homebase
Founded in 1999, Homecare Homebase is dedicated to helping our clients overcome business and technological challenges that stand in the way of clinical outcomes and operational efficiency. We work with home health and hospice organizations to tackle problems big and small. Our services are rooted in systems thinking and reach across the entire organization &mdash; from Intake to Discharge &mdash; to achieve transformative results.
Sound like a good fit? Please take a moment to apply for this position. 
This position does not provide sponsorship. All applicants should either be US Citizens or Permanent Residents eligible to work in the US without immigration restrictions.</div>
 Degree Level : Bachelor's Degree

Implementation Training Consultant, Financial

Forvis Mazars in Qatar

<div>Job Summary

We are seeking a highly experienced Administrative and Financial Consultant to provide strategic advisory services, enhance organizational performance, and support decision-making through data-driven insights. The ideal candidate will bring strong expertise in administrative development, financial consulting, and strategic planning, with the ability to deliver practical solutions aligned with regulatory frameworks and organizational objectives.

Key Responsibilities

<ul><li>Provide strategic planning support and lead administrative development initiatives to improve organizational efficiency and effectiveness.
</li><li>Deliver specialized financial and administrative consulting services, including organizational structuring and process optimization.
</li><li>Design and deliver training programs to develop human capital and build professional capabilities within the organization.
</li><li>Conduct data analysis, define objectives, and develop strategies, operational plans, and workflow processes.
</li><li>Prepare reports, performance targets, and strategic plans in compliance with applicable laws, regulations, and governance frameworks.
</li><li>Support decision-makers by providing accurate data, actionable insights, and well-founded recommendations.
</li><li>Draft, review, and evaluate memorandums, policies, and specialized administrative and financial reports.
</li><li>Provide expert financial advice tailored to specific business needs and emerging challenges.
</li><li>Monitor trends and advancements in administrative and financial practices, proposing innovative solutions aligned with organizational goals.
</li><li>Review observations and reports issued by regulatory authorities and provide expert opinions supported by legal and regulatory frameworks.
</li></ul>Qualifications

<ul><li>Bachelor&rsquo;s degree in Business Administration, Economics, Finance, Supply Chain Management, or a related field.
</li><li>Professional certification from a recognized international body is required (e.g., CPE, AICP, CCMP, CMA, or equivalent).
</li></ul>Experience

<ul><li>Minimum of 10 years of relevant experience in administrative consulting, organizational development, strategic planning, and financial advisory.
</li><li>Proven consulting experience within the government or public sector.
</li><li>Prior experience in accounting, budgeting, and change management initiatives.
</li><li>Strong knowledge of applicable laws and regulations, including Human Resources laws, and tendering and procurement regulations.
</li></ul>Core Competencies &amp; Skills

<ul><li>Advanced skills in organizational development, strategic planning, and performance management (KPIs).
</li><li>Strong analytical and problem-solving capabilities with attention to detail.
</li><li>Solid legal and regulatory understanding relevant to administrative and financial advisory.
</li><li>Excellent research and data collection skills to support high-quality studies and recommendations.
</li><li>Exceptional communication skills (written and verbal); Arabic is mandatory, with strong proficiency in English.
</li><li>High-level report writing and presentation skills, including the ability to develop strategies, policies, and recommendations clearly and effectively.
</li><li>Ability to simplify and communicate complex information in a clear and structured manner.
</li><li>Broad awareness of local, regional, and international developments in administration and finance.
</li><li>Proficiency in Microsoft Office applications, particularly Excel and presentation tools.
</li></ul>Behavioral Competencies &amp; Work Conditions

<ul><li>Demonstrates professionalism, integrity, and strict confidentiality in all engagements.
</li><li>Exhibits strong commitment, discipline, and accountability.
</li><li>Collaborates effectively with teams and provides objective guidance to enhance workflow and performance.
</li><li>Ensures compliance with management directives and organizational policies.
</li><li>Fluent in Arabic (spoken and written) with strong command of English.
</li><li>Possesses a solid understanding of technical project terminology, including systems, networks, and engineering-related concepts, particularly in construction environments.</li></ul></div>

Administrative and Financial Consultant

orsa credit union

<div>Who We Are:
At orsa credit union, we believe in more than just banking, we believe in people. We are looking to build a community of forward-thinking team members who share our values towards providing exceptional member experiences and financial empowerment through our best-in-class products.
We&rsquo;ve been recognized as one of the Regional Best and Brightest companies for the last 20 years and nationally recognized since 2018. We have been certified as a Great Place To Work since 2023 and as of 2024, we were also recognized as the Best and Brightest in Wellness, reflecting our deep commitment to our team members and the communities we serve.
At orsa, we are always looking for mission-driven in-branch staff to bring our values to life, and we hope you might be one of them. 
About the role:
Every day, the consultant transforms ordinary branch visits into digitally-forward, people-first extraordinary experiences that strengthen trust, deepen relationships, and create joy. This role bridges vision and action, ensuring that the organization&rsquo;s strategies and values are fully realized in the everyday experiences of members. By combining operational excellence with genuine care, the consultant carries our promise all the way through the final mile, where trust is built, relationships are deepened, and the credit union&rsquo;s purpose of creating joy and igniting Michiganders&rsquo; impossible dreams comes to life.
Through interactive and collaborative conversations, the consultant identifies opportunities to guide members toward solutions that align with their goals, whether through everyday transactions, specialized products, or deeper consultation. This role embodies our values by walking with members through both light and dark moments, positioning the organization as their trusted, lifelong partner. 
This position has a starting hourly rate of $20.48, but your offer amount may be increased with relevant work experience and transferable skills. 
This is a full-time position Monday&ndash;Saturday. Work schedule varies based on branch needs. 
How you&rsquo;ll shape the member experience:<div><ul><li>
Walk alongside members in both light and dark moments.</li></ul></div><div>
Carry the spirit of our Manifesto all the way through the final mile, ensuring every interaction makes members feel supported and relationships grow stronger.</div><ul><li>
Guide members toward meaningful solutions with a digitally-first mindset.</li></ul><div>
Take time to understand members&rsquo; everyday finances and impossible dreams, recommending products and services that help them move forward with confidence.</div><ul><li>
Deliver operational excellence with care.</li></ul><div>
Handle transactions &mdash; including cash &mdash; with accuracy, integrity, and consistency, protecting members&rsquo; trust while upholding compliance standards and dual control practices.</div><ul><li>
Take ownership of member challenges.</li></ul><div>
Stand courageously with members in difficult moments, resolving issues thoughtfully and turning challenges into opportunities for deeper connection.</div><ul><li>
Be a confident and trusted resource.</li></ul><div>
Share knowledge of deposit, lending, and digital banking products with clarity and care, guiding members as they navigate options big and small.</div><ul><li>
Contribute to branch and organizational success.</li></ul><div>
Celebrate team wins with a huzzah, promote solutions that make members&rsquo; lives better, and elevate referrals that create lasting impact.</div><ul><li>
Collaborate to strengthen community connection.</li></ul><div>
Partner across branches and with other teams to ensure consistency, share expertise, and reflect the organization&rsquo;s commitment to creating joy and igniting Michiganders&rsquo; impossible dreams.</div><ul><li>
Commit to continuous learning and growth.</li></ul><div>
Stay curious and engaged, deepening your knowledge of products, initiatives, and compliance while fostering belonging, collaboration, and strong relationships across the organization.</div><ul><li>
Support organizational flexibility.</li></ul><div>
Step in where needed &mdash; including at other branches &mdash; to ensure members always experience care and connection through the final mile.</div><div></div> 
What you bring to the table:<div><ul><li>
High school diploma or equivalent.</li><li>
Minimum two years' experience as a service representative in the retail or service industry or equivalent experience.</li><li>
Proficiency using Microsoft Suite.</li></ul></div> 
We believe in creating a Culture of Belonging guided by our core values: Relentless Care, Hustle &amp; Grind, Huzzah! and Curiosity. 
As a team member of orsa, you&rsquo;ll enjoy:<ul><li>
Comprehensive medical, dental, and vision plans</li><li>
Generous paid time off package for all full-time team members</li><li>
Up to 12-weeks paid paternity/maternity leave</li><li>
Lifestyle Accounts to help with your personal wellbeing</li><li>
Family Health Benefits</li><li>
Paid time off to observe all Federal Holidays</li><li>
Flexible work options depending on position</li><li>
A generous 401k match</li><li>
Numerous employee engagement activities</li><li>
Community Resource Groups</li><li>
Paid time off for occasions such as volunteering, caregiving, and family events</li></ul> 
Contact/application information:
If this description appeals to you, please submit an application! A member of orsa credit union's talent acquisition team will be in contact with you shortly! 
Equal Employment Opportunity Policy:
orsa credit union is an equal opportunity employer (M/F/D/V). We recruit, employ, train, compensate, and promote without regard to race, religion, creed, color, national origin, age, gender, gender identity or expression, sexual orientation, marital status, disability, veteran status, or any other basis protected by applicable Federal, State or local laws. 
Disclaimer:
This job posting highlights some of the most critical responsibilities and requirements of the position. There may be additional duties and responsibilities that are not listed above. A Talent Acquisition Specialist will be sure to discuss the role in further detail should your application be selected to move forward.
Please note that orsa credit union does not involve Artificial Intelligence (AI) when evaluating applications. Applications for this position are reviewed by a member within the Talent Acquisition team. We are dedicated to providing an equitable and thorough review of all submissions and look forward to additional connection as the recruitment process continues!</div>

consultant

<div>Position Title
Branch Banking Client Consultant II
Location
Massapequa, NY 11758
Job Summary
Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients. 
 
Pay Range: $19.13- $28.00
Pay Range: Local Minimum Wage - $0.00 - $0.00
Job Responsibilities:<div><div>
JOB RESPONSIBILITIES</div><div><ul><li>
Sales Performance: 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.</li></ul></div><div><ul><li>
Client Experience: 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.</li></ul></div><div><ul><li>
Risk Management: Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses.</li></ul></div><div> 
ADDITIONAL ACCOUNTABILITIES</div><div><ul><li>
Performs more moderately complex special projects, and additional duties and responsibilities as required.</li></ul></div><div><ul><li>
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.</li></ul></div><div> 
JOB REQUIREMENTS
Required Qualifications:</div><div><div><div><ul><li>
Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
</li></ul></div><div><ul><li>Minimum experience required: 4 &ndash; 5 years customer service and sales experience, (including in the financial services industry</li></ul></div></div><div><div><ul><li>
Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. NMLS registration can be completed after job entry date.</li></ul></div><div><ul><li>
Ability to train and mentor others, including products and platform procedures</li></ul></div></div></div></div><div><div>
Preferred Qualifications:</div><div><ul><li>
Experience in financial services industry preferred.</li></ul></div><div><ul><li>
Experience with using and demonstrating digital products and self-service technologies</li></ul></div><div><h2 class="jobSectionHeader">
Job Competencies:
</h2><ul><li>Action-oriented - Enjoys working hard, is action oriented and full of energy for the things he/she sees as challenging. Not fearful of acting with minimum of planning. Seizes more opportunities than others by aggressively and enthusiastically pursuing action to achieve results. Possesses a sense of urgency.</li><li>
Business Acumen - Knows products 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.</li><li>
Approachability - Is easy to approach and talk to. Spends the extra effort to put others at ease. Can be warm, pleasant, and gracious. Is sensitive to and patient with the interpersonal anxieties of others. Builds rapport well.</li><li>
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 and doesn't stop at the first answers. Is a good listener and early knower, gathering informal and incomplete information in time to do something about it.</li><li>
Priority Management - Spends his/her time and the time of others on what's important. Can quickly sense what will help or hinder accomplishing a goal. Eliminates roadblocks and creates focus. Uses his/her time effectively and efficiently and values time. Gets more done in less time than others and can attend to a broader range of activities.</li><li>
Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.</li><li>
Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.</li><li>
Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders.</li><li>
Physical demands (ADA): No unusual physical exertion is involved.</li></ul></div></div>
Flagstar is an Equal Opportunity Employer
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</div>

Branch Banking Client Consultant II

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