Branch Banking – Client Consultant I

Vanwerted

Van Wert (OH)

On-site

USD 32,000 - 42,000

Full time

2 days ago
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Comprehensive leave program

Job summary

Flagstar Bank seeks a Branch Banking Client Consultant I in Ohio to deliver front-line client service, identify needs, and perform teller functions with accuracy and courtesy. You will support branch sales by educating clients and collaborating with teammates to guide them toward appropriate financial solutions.

You will balance teller transactions, uphold risk and compliance standards, and contribute to a positive branch experience.

Qualifications

  • Minimum experience required: Less than 2 years of customer service and sales experience.
  • Experience in Financial Services Industry.
  • Action-oriented—pursues opportunities with urgency and energy.
  • Strong communication and problem-solving abilities are essential.

Responsibilities

  • Sales Performance: Support growth targets and assist with client introductions to the right team member(s).
  • Client Experience: Deliver positive client interactions, resolve inquiries, and educate clients on solutions.
  • Risk Management: Ensure accurate daily financial transactions and adherence to policies and regulations.
  • ADDITIONALACCOUNTABILITIES: Perform special projects and maintain regulatory compliance.

Skills

Action-oriented
Business Acumen
Approachability
Problem Solving
Priority Management
Relationship Building
Customer Service
Sales
Communication

Job description

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 in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates.

This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement, timely problem resolution, and adherence to bank policies, procedures, and regulatory requirements.

Job Responsibilities:
  • Sales Performance:Support team efforts to achieve growth targets in financial performance (all Teller related functions) and primary client acquisition. Activelyseekand deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative
  • Client Experience: Provide positive client experience byassistingwithaccountquestions,problemsand/or complaints and through research and communication resolve ina timelyand effective manner. Delivers client engagement and Education. Meet behavioral activity goals as defined by RetailLeadershipincluding, butnot limited to introductions.
  • RiskManagement: Delivertimelyandaccuratedaily financial transactions; striving for no controllable preventable losses. Understand and adhere to all applicable bank policies and regulations.
ADDITIONALACCOUNTABILITIES
  • Performs special projects, andadditionalduties and responsibilities asrequired.
  • Consistently adheresto regulatory and compliance policies and standards linked to the job as listedand complete required compliancetrainings.Accountable tomaintaincompliance with applicable federal,stateand local laws and regulations.
JOB REQUIREMENTS
Required Qualifications:
  • Minimum experiencerequired:Less than 2 yearsofcustomer service and sales experience.
Preferred Qualifications:
  • Experience in Financial Services Industry.
  • Action-oriented- Enjoys working hard, isaction orientedand full of energy for the things he/she sees as challenging. Not fearful of acting withminimum ofplanning. Seises more opportunities than othersby aggressively and enthusiastically pursuing action to achieve results. Possesses a sense of urgency.
  • Business Acumen- Knows products and understands our sales process. Is aware of how strategies and tactics work in the marketplace and what motivates a customer.Hascourage and aspiration to do things differently in the marketplace.
  • Approachability- Is easy to approach and talk to. Spends the extra effort to put others at ease.Canbe warm, pleasant, and gracious. Is sensitive to and patient with the interpersonal anxieties ofothers.Builds rapport well.
  • Problem Solving- Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious anddoesn'tstop at the first answers. Isa good listener and early knower, gathering informal and incomplete information in time to do something about it.
  • Priority Management- Spends his/her time and the time of others onwhat'simportant. Can quickly sense what will help or hinderaccomplishinga goal. Eliminatesroadblocks and creates focus. Useshis/her time effectively and efficiently and values time. Gets more done in less time than others and canattend toa broader range of activities.
  • Demonstrates a strong ability to build andmaintaineffective relationships with stakeholders by communicating clearly,engaging in proactive collaboration, andleveragingcross functionalinsights.Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.
  • Buildstrusted client relationships, whether internal or external, byidentifyingneeds and delivering tailored solutions to enhance the overall client experience.
  • Fosters orsupportsa positive work culture and productive work environment, displayingimportanceof effective relationships with customers and stakeholders.
  • Physical demands (ADA):The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting.
Flagstar is an Equal Opportunity Employer

We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program.

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