Branch Banking Client Consultant I

Flagstar Bank•Deer Park, TX

1d•Onsite

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, and performs teller functions and financial transactions accurately, efficiently, and courteously to support clients’ financial goals. It contributes to branch success by maintaining operational accuracy and risk standards, supporting sales performance through client introductions and education, and collaborating with branch teammates. The position aims to provide a positive, trusted branch experience while handling everyday banking needs and connecting clients with appropriate financial solutions. The role supports branch growth and service goals by balancing teller transaction execution, client engagement, timely problem resolution, and adherence to bank policies, procedures, and regulatory requirements. It also performs special projects and other duties as required, and completes required compliance training while maintaining compliance with applicable laws and regulations.

Requirements

High school diploma or equivalent, including GED, HiSET, TASC, or foreign equivalent.
1–2 years of customer service, cash handling, or retail experience.
Demonstrated ability to communicate clearly, collaborate, build relationships, and identify client needs.
Competencies include action orientation, business acumen, approachability, problem solving, and priority management.
Ability to meet the role’s physical demands, including 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, including teller-related functions.
Identify and make appropriate client introductions to teammates to support growth targets and sales initiatives.
Assist clients with account questions, problems, or 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 client introductions.
Complete daily financial transactions accurately and on time while striving to prevent controllable losses.
Understand and adhere to applicable bank policies, procedures, regulations, and compliance standards.
Perform special projects and additional duties and responsibilities as required.
Complete required compliance training and maintain compliance with applicable federal, state, and local laws and regulations.
Build and maintain effective relationships with clients, stakeholders, and teammates through clear communication and proactive collaboration.