Jobs · Consulting · New York

Branch Banking Client Consultant I

Flagstar Bank · East Meadow, NY · 1 mo ago
Consulting$17–$22.55/hrFull-time

About the role

The Branch Banking Client Consultant I delivers front‑line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner. The role supports branch success by maintaining operational accuracy and risk standards, while also contributing to sales performance through client introductions, education, and collaboration with branch teammates. It balances teller transaction execution, client engagement, timely problem resolution, and adherence to bank policies, procedures, and regulatory requirements.

Responsibilities

  • Support team efforts to achieve growth targets in financial performance and primary client acquisition.
  • Actively seek and deliver appropriate client introductions to the right team members to meet growth targets and execute sales initiatives.
  • Provide a positive client experience by assisting with account questions, problems, or complaints and resolving them through research and communication.
  • Deliver client engagement and education; meet behavioral activity goals defined by Retail Leadership, including introductions.
  • Execute timely and accurate daily financial transactions, striving for zero controllable preventable losses.
  • Understand and adhere to all applicable bank policies and regulations.
  • Perform special projects and additional duties as required.
  • Consistently adhere to regulatory and compliance policies, complete required compliance trainings, and maintain compliance with federal, state, and local laws.

Requirements

  • Required qualifications:
    • Education: High School diploma or equivalent (GED, HiSET, TASC) or foreign equivalent.
    • Experience: Less than 2 years of customer service and sales experience.
  • Preferred qualifications:
    • Experience in the financial services industry.

Competencies

  • Action‑oriented – energetic, proactive, and able to act with minimal planning while maintaining a sense of urgency.
  • Business Acumen – knowledgeable about products and sales processes; understands market strategies and customer motivations.
  • Approachability – warm, pleasant, and patient; able to put others at ease and build rapport.
  • Problem Solving – uses rigorous logic to solve complex problems, probes multiple sources for answers, and conducts honest analysis.
  • Priority Management – focuses on what’s important, eliminates roadblocks, and uses time efficiently to accomplish a broad range of activities.
  • Relationship Building – communicates clearly, collaborates proactively, and leverages cross‑functional insights to accelerate performance and enhance client experience.

Physical demands

The job requires a moderate degree of physical exertion and stamina, including standing, sitting, walking, driving, or infrequent lifting.

Pay

Pay range: $17.00 – $22.55 per hour (actual starting base pay determined by location, experience, and other non‑discriminatory factors).

Benefits

Flagstar provides teammates access to a variety of benefits, including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Detailed information is available through the Flagstar Bank benefits portal.

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