Branch Banking-Client Consultant I

Flagstar Bank•Woodhaven, NY

3d•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 courteously. The role supports clients’ financial goals and branch success by maintaining operational accuracy and risk standards while contributing to sales performance through client introductions, education, and collaboration with branch teammates. The position aims to create a positive, trusted branch experience where clients feel supported, informed, and connected to appropriate financial solutions while their everyday banking needs are handled efficiently. It also supports branch growth and service goals by balancing teller transactions, client engagement, timely problem resolution, and adherence to 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.

Nice To Haves

Experience in the financial services industry.
Action-oriented, energetic, and able to act with a sense of urgency.
Knowledge of products, sales processes, marketplace strategies, and customer motivations.
Approachable, warm, patient, and effective at building rapport.
Strong problem-solving, analytical, and listening skills.
Strong priority and time-management skills.
Ability to build and maintain stakeholder relationships through clear communication and proactive collaboration.
Ability to build trusted client relationships by identifying needs and delivering tailored solutions.
Ability to support 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 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.
Engage and educate clients, and meet behavioral activity goals set by Retail Leadership, including client introductions.
Complete daily financial transactions accurately and promptly while striving to prevent controllable losses.
Follow applicable bank policies and regulations.
Perform special projects and other 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.