Branch Banking Client Consultant I

Flagstar Bank • Howard Beach, NY

3d

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 in a friendly manner. It supports clients’ financial goals and 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 provide a positive, trusted branch experience by helping clients feel supported and informed, connecting them with appropriate financial solutions, and handling everyday banking needs accurately and efficiently. It also supports branch growth and service goals through 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.
• One to two years of experience in customer service, cash handling, or retail.
• Strong action orientation, energy, sense of urgency, and willingness to pursue opportunities.
• Knowledge of products and the sales process, and awareness of marketplace strategies and customer motivations.
• Approachability and ability to build rapport with others.
• Ability to solve difficult problems using rigorous logic and analysis, and to gather information and listen effectively.
• Ability to prioritize, manage time effectively, remove obstacles, and focus on important goals.
• Ability to communicate clearly and collaborate proactively with stakeholders.
• Ability to identify client needs and provide tailored solutions.
• Moderate physical exertion and stamina, such as 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 through 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, and complaints; research and communicate resolutions in a timely and effective manner.
• Deliver client engagement and education, and meet behavioral activity goals defined by Retail Leadership, including introductions.
• Perform daily financial transactions accurately and promptly while striving to prevent controllable losses.
• Understand and follow applicable bank policies and regulations.
• Perform special projects and other duties and responsibilities as required.
• Complete required compliance training and adhere to regulatory and compliance policies and standards.
• 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 and productive work culture and 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