Branch Banking Client Consultant I

Flagstar Bank•Auburn, WA

3d•$17 - $23

About The Position

The Branch Banking Client Consultant I provides front-line client service and transactional support in a bank branch. The role welcomes clients, identifies their needs, performs teller functions and financial transactions accurately and efficiently, and supports clients’ financial goals. It contributes to branch success by maintaining operational accuracy and risk standards while supporting sales performance through introductions, client education, and collaboration with branch teammates. The position aims to provide a positive, trusted branch experience in which clients feel supported, informed, and connected to appropriate financial solutions. It also supports branch growth and service goals by balancing teller transactions, client engagement, timely problem resolution, and compliance with bank policies, procedures, and regulatory requirements.

Requirements

High school diploma or equivalent, including GED, HiSET, TASC, or foreign equivalent.
Less than 2 years of customer service and sales experience.
Action-oriented, energetic, and able to pursue opportunities with a sense of urgency.
Knowledge of products and sales processes, and awareness of marketplace strategies and customer motivations.
Approachable, warm, patient, and able to build rapport.
Ability to solve difficult problems using rigorous analysis and effective methods.
Ability to prioritize work, use time efficiently, remove obstacles, and maintain focus across activities.
Ability to communicate clearly, collaborate proactively, and use cross-functional insights.
Ability to build trusted relationships by identifying needs and providing tailored solutions.
Ability to meet the physical demands of the job, including a moderate degree of exertion and stamina for standing, sitting, walking, driving, or infrequent lifting.

Nice To Haves

Experience in the financial services industry.

Responsibilities

Support team efforts to achieve financial performance and primary client acquisition growth targets through teller-related functions and client introductions to appropriate team members.
Provide a positive client experience by assisting with account questions, problems, and complaints; research issues and communicate resolutions in a timely and effective manner.
Engage and educate clients, and meet behavioral activity goals set by Retail Leadership, including introductions.
Complete daily financial transactions accurately and on time while striving to prevent controllable losses.
Understand and follow applicable bank policies and regulations.
Perform special projects and additional duties and responsibilities as required.
Complete required compliance training and comply with regulatory and compliance policies, standards, and applicable federal, state, and local laws and regulations.
Build and maintain effective relationships with stakeholders through clear communication and proactive collaboration.
Identify client needs and deliver tailored solutions to build trusted relationships and improve the client experience.
Foster or support a positive work culture and productive work environment.