Branch Banking Client Consultant I

Flagstar Bank•Staten Island, NY

12h•Onsite

About The Position

The Branch Banking Client Consultant I delivers front-line client service and transactional support in a branch. 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 while supporting sales performance through client introductions, education, and collaboration with branch teammates. The position aims to create a positive, trusted branch experience and support branch growth and service goals by balancing transaction execution, 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 customer service, cash handling, or retail experience.
Action-oriented, energetic approach and 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 ability, including rigorous analysis, active listening, and identifying effective solutions.
Ability to prioritize work, manage time effectively, and remove obstacles to achieving goals.
Ability to communicate clearly and collaborate proactively with stakeholders.
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, including teller-related functions, and primary client acquisition.
Identify and provide appropriate client introductions to team members 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 adhere to 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, collaboration, and tailored solutions.