Branch Banking - Client Consultant I

Flagstar Bank • Phelan, CA

9d • $17 - $23 • Onsite

About The Position

The Branch Banking Client Consultant I delivers front-line client service and transactional support in a branch setting. 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 while supporting sales performance through client introductions, education, and collaboration with branch teammates.

The position aims to create a positive, trusted branch experience in which clients feel supported, informed, and connected to appropriate financial solutions. It supports branch growth and service goals by balancing teller transaction execution, 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.
• 1–2 years of experience in customer service, cash handling, or retail.
• Demonstrated ability to build and maintain effective relationships through clear communication and proactive collaboration.
• Ability to identify client needs and deliver tailored solutions.
• Ability to perform the role’s physical demands, including standing, sitting, walking, driving, and infrequent lifting.

Nice To Haves

• Experience in the financial services industry.
• Action-oriented approach, energy, urgency, and willingness to pursue opportunities.
• Business acumen, including knowledge of products, sales processes, marketplace strategies, and customer motivations.
• Approachability and ability to build rapport with patience and warmth.
• Strong problem-solving skills, including rigorous analysis, listening, and identifying solutions.
• Priority management skills, including effective and efficient use of time and ability to focus on important goals.
• Ability to foster a positive work culture and productive work environment.

Responsibilities

• Support team efforts to achieve financial performance and primary client acquisition growth targets through teller-related functions.
• Identify and make appropriate client introductions to teammates to support growth targets and sales initiatives.
• Assist clients with account questions, problems, and complaints; research issues and communicate resolutions in a timely and effective manner.
• Deliver client engagement and education, 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.
• Follow applicable bank policies, procedures, regulations, and compliance standards, and complete required compliance training.
• Perform special projects and other duties and responsibilities as required.
• Maintain compliance with applicable federal, state, and local laws and regulations.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Comprehensive leave program
• Variable incentives, bonuses, commissions, or other awards may be included in total compensation

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED