Branch Banking Client Consultant I
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 to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing 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 (all Teller related functions) 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 initiatives.
- 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.
- Deliver client engagement and education.
- Meet behavioral activity goals as defined by Retail Leadership including, but not limited to introductions.
- Deliver timely and accurate daily financial transactions; striving for no controllable preventable losses.
- Understand and adhere to all applicable bank policies and regulations.
- Perform special projects, and additional duties and responsibilities as required.
- Consistently adhere to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings.
- Maintain compliance with applicable federal, state and local laws and regulations.
Requirements
- Education: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
- Experience: Less than 2 years of customer service and sales experience.
- Preferred: Experience in Financial Services Industry.
Skills
- Action-oriented – enjoys working hard, is action oriented and full of energy for challenging tasks; seizes opportunities aggressively and enthusiastically; possesses a sense of urgency.
- Business Acumen – knows products and understands sales process; aware of marketplace strategies and tactics; motivated to do things differently.
- Approachability – easy to approach and talk to; puts others at ease; warm, pleasant, gracious; sensitive to interpersonal anxieties; builds rapport.
- Problem Solving – uses rigorous logic and methods to solve difficult problems; probes sources for answers; sees hidden problems; excellent at honest analysis; looks beyond obvious; good listener and early knower of informal information.
- Priority Management – spends time on what's important; senses what helps or hinders goals; eliminates roadblocks; uses time effectively and efficiently; gets more done in less time.
- Relationship Building – communicates clearly, engages in proactive collaboration, leverages cross‑functional insights; aligns efforts with enterprise goals; builds trusted client relationships by identifying needs and delivering tailored solutions; fosters positive work culture.
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. For detailed information, see the Benefits | Flagstar Bank page.
Pay
Pay Range: $17.00 - $22.55 per hour.