Branch Banking Client Consultant I

Flagstar Bank•Bay Shore, NY

About The Position

The Branch Banking Client Consultant I delivers front-line client service and transactional support. The role welcomes clients, identifies their needs, and performs teller functions and financial transactions accurately, efficiently, and in a friendly manner to support clients’ financial goals. It contributes to branch success by maintaining operational accuracy and risk standards, supporting sales performance through introductions and client education, and collaborating with branch teammates. The position aims to create a positive, trusted branch experience while handling everyday banking needs and supporting branch growth and service goals through client engagement, timely problem resolution, and adherence to bank policies, procedures, and regulatory requirements.

Requirements

High school diploma, high school equivalency (GED, HiSET, or TASC), or foreign equivalent.
1–2 years of experience in customer service, cash handling, or retail.
Action-oriented approach, energy, initiative, and a sense of urgency.
Knowledge of products and sales processes, and awareness of customer motivations and marketplace strategies.
Approachability and ability to build rapport with others.
Problem-solving skills, including rigorous analysis, effective listening, and identifying solutions.
Ability to prioritize work, use time effectively, and remove obstacles to achieving goals.
Ability to communicate clearly and collaborate across functions to support enterprise goals and performance.
Ability to identify client needs and deliver tailored solutions that enhance the client experience.
Moderate physical exertion and stamina, including standing, sitting, walking, driving, or infrequent lifting.

Nice To Haves

Experience in the financial services industry.

Responsibilities

Support team efforts to achieve growth targets in financial performance and primary client acquisition.
Identify and deliver appropriate client introductions to teammates to support growth targets and sales initiatives.
Assist clients with account questions, problems, and complaints; research and communicate resolutions in a timely and effective manner.
Provide client engagement and education, and meet behavioral activity goals established by Retail Leadership, including introductions.
Complete daily financial transactions accurately and promptly while striving to prevent controllable losses.
Understand and follow applicable bank policies and regulations.
Perform special projects and additional duties as required.
Adhere to regulatory and compliance policies and standards, complete required compliance training, and maintain compliance with applicable federal, state, and local laws and regulations.
Build and maintain effective relationships with clients and stakeholders through clear communication, proactive collaboration, and tailored solutions.
Support a positive work culture and productive work environment.