Branch Banking Client Consultant I - Float

Flagstar Bank•Detroit, MI

About The Position

The Branch Banking Client Consultant I-Float travels between assigned branches to provide customers with high-quality, prompt, and professional financial services. The role involves greeting clients, understanding their needs, and providing services that help them meet their financial goals. It also processes financial transactions accurately, efficiently, and in a friendly manner while maintaining operational standards and supporting branch goals. The consultant supports sales and client acquisition efforts, provides a positive client experience through timely assistance and resolution of questions or complaints, and delivers client engagement and education. The role also requires accurate daily transaction processing, adherence to bank policies and regulations, and completion of required compliance training. Additional duties and special projects may be assigned.

Requirements

High school diploma or equivalent, including GED, HiSET, TASC, or foreign equivalent.
0–3 years of customer service and sales experience.
Demonstrated ability to build and maintain effective relationships through clear communication and proactive collaboration.
Ability to identify client needs and provide tailored solutions.
Competencies include being action-oriented, business-minded, approachable, skilled in problem solving, and effective at managing priorities.

Nice To Haves

Experience in the financial services industry.

Responsibilities

Travel between assigned branches to provide customer service.
Greet clients and provide services to help meet their financial goals.
Support team growth targets for deposits, loans, non-interest income, and primary client acquisition.
Identify and deliver appropriate client introductions to team members to support sales initiatives and growth targets.
Assist clients with account questions, problems, and complaints, using research and communication to resolve them promptly and effectively.
Deliver client engagement and education and meet behavioral activity goals, including referrals.
Process daily financial transactions accurately, efficiently, and in a friendly manner while maintaining operational standards.
Strive to prevent controllable losses and adhere to applicable bank policies, regulations, and compliance standards.
Complete required compliance training and remain compliant with applicable federal, state, and local laws and regulations.
Perform special projects and additional assigned duties.