Branch Banking - Client Consultant I

Flagstar Bank•Mesa, AZ

14h•Onsite

About The Position

The Branch Banking Client Consultant I delivers front-line client service and transactional support in a branch. The role welcomes clients, identifies their needs, and performs teller functions and financial transactions accurately, efficiently, and in a friendly manner to support their financial goals. It 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 role aims to create a positive and 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 transaction execution, client engagement, timely problem resolution, and adherence to bank policies, procedures, and regulatory requirements.

Requirements

High school diploma or equivalent (GED, HiSET, TASC, or foreign equivalent).
1–2 years of experience in customer service, cash handling, or retail.
Demonstrated action orientation, energy, urgency, and ability to pursue opportunities and results.
Knowledge of products and sales processes, and awareness of marketplace strategies and customer motivations.
Approachability, warmth, patience, and ability to build rapport.
Ability to solve problems using rigorous logic, analyze information, listen effectively, and identify solutions.
Ability to prioritize work, manage time effectively, remove roadblocks, and maintain focus on goals.
Ability to communicate clearly, collaborate proactively, build effective relationships, and identify client needs.
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, including teller-related functions.
Seek 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 set by Retail Leadership, including introductions.
Complete daily financial transactions accurately and on time, 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 federal, state, and local laws and regulations.
Build and maintain effective stakeholder relationships through clear communication, proactive collaboration, and cross-functional insights.
Identify client needs and deliver tailored solutions to strengthen client relationships and the overall client experience.
Foster or support a positive work culture and productive work environment.