Branch Banking - Client Consultant I

Flagstar Bank • Phoenix, AZ

2d

About The Position

The Branch Banking Client Consultant I provides front-line client service and transactional support at a 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 helps maintain 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 by helping clients with everyday banking needs and connecting them with appropriate financial solutions. It also supports branch growth and service goals through accurate 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 action orientation and sense of urgency.
• Knowledge of products and sales processes, and awareness of customer motivations and marketplace dynamics.
• Approachability and ability to build rapport.
• Problem-solving skills, including rigorous analysis, listening, and gathering information.
• Ability to prioritize work and use time effectively.
• Ability to communicate clearly, collaborate proactively, and build effective relationships with stakeholders and clients.
• Ability to meet the role’s moderate 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 deliver appropriate client introductions to team members to support growth targets and sales initiatives.
• Assist clients with account questions, problems, or complaints; research issues and communicate resolutions in a timely and effective manner.
• Deliver client engagement and education, and meet behavioral activity goals established by Retail Leadership, including introductions.
• Execute daily financial transactions accurately and on time while striving to prevent controllable losses.
• Understand and follow applicable bank policies and regulations.
• Complete special projects and additional duties and responsibilities as required.
• Follow regulatory and compliance policies and standards, complete required compliance training, and comply 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.
• Support a positive work culture and productive work environment.

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, as outlined in the offer of employment.

What This Job Offers

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