Branch Banking Client Consultant I

Flagstar Bank•New York, NY

10d•$17 - $23•Onsite

About The Position

The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions accurately, efficiently, and in a friendly manner. The role supports clients’ financial goals and branch success by maintaining operational accuracy and risk standards while contributing to sales performance through introductions, client education, and collaboration with branch teammates. The position creates a positive and trusted branch experience, connecting clients with appropriate financial solutions while 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. The role may include special projects and additional duties and responsibilities as required. The employee must consistently follow regulatory and compliance policies and standards, complete required compliance training, and comply with applicable federal, state, and local laws and regulations.

Requirements

High school diploma or equivalent (GED, HiSET, TASC, or foreign equivalent).
Less than 2 years of customer service and sales experience.
Ability to build and maintain effective relationships through clear communication, proactive collaboration, and cross-functional insights.
Ability to build trusted client relationships by identifying needs and delivering tailored solutions.
Ability to contribute to a positive work culture and productive work environment.
Physical capacity for a moderate degree of exertion and stamina, including standing, sitting, walking, driving, or infrequent lifting.

Nice To Haves

Experience in the financial services industry.
Action-oriented approach, energy, initiative, and sense of urgency.
Business acumen, including knowledge of products, sales processes, marketplace strategies, and customer motivations.
Approachability and ability to build rapport with warmth, patience, and sensitivity.
Strong problem-solving skills, including rigorous analysis, listening, and finding effective solutions.
Priority-management skills, including focusing on important work, eliminating roadblocks, and using time effectively.

Responsibilities

Support team efforts to achieve financial performance and primary client acquisition growth targets through teller-related functions.
Identify and provide appropriate client introductions to teammates 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.
Complete daily financial transactions accurately and promptly while striving to prevent controllable losses.
Understand and follow applicable bank policies and regulations.
Perform special projects and additional duties and responsibilities as required.
Adhere to regulatory and compliance policies and standards, complete required compliance training, and maintain compliance with applicable laws and regulations.