Branch Banking Client Consultant I- Float

Flagstar Bank

New York (NY)

On-site

USD 23,419 - 31,064

Full time

14 days+

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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 is seeking a Branch Banking Client Consultant I‑Float in New York, NY, to provide exceptional financial services across assigned branches. The role involves interacting with clients, processing transactions, and delivering a positive client experience.

The ideal candidate will have 0-3 years of customer service experience, a high school diploma, and preferably experience in the financial services industry. The position offers a range of benefits, including medical and dental insurance.

Qualifications

  • 0–3 years of customer service and sales experience.
  • Education: High School or equivalent.
  • Experience in the financial services industry preferred.

Responsibilities

  • Support team efforts to achieve growth targets.
  • Deliver client engagement and education.
  • Meet behavioral activity goals as defined by Retail Leadership.
  • Perform special projects and additional duties as required.

Skills

Customer service
Sales experience
Problem solving
Relationship building

Education

High School / High School Equivalency

Job description

Branch Banking Client Consultant I‑Float travels between assigned branches to provide customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter a branch and providing services needed to meet their financial goals. This role processes financial transactions accurately, efficiently, and friendly while maintaining operational standards and assisting the team in meeting branch goals.

Responsibilities
  • Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non‑interest income) and primary client acquisition.
  • Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiatives.
  • Provide positive client experience by assisting with account questions, problems, and complaints, and by researching and communicating to resolve issues in a timely and effective manner.
  • Deliver client engagement and education.
  • Meet behavioral activity goals as defined by Retail Leadership, including referrals.
  • Deliver timely and accurate daily financial transactions, striving for no controllable preventable losses.
  • Understand and adhere to all applicable bank policies and regulations.
  • Perform special projects and additional duties as required.
  • Adhere to regulatory and compliance policies and standards, complete required compliance trainings, and maintain compliance with applicable federal, state, and local laws.
Requirements
  • Education: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
  • Minimum experience: 0–3 years of customer service and sales experience.
Preferred Qualifications
  • Experience in the financial services industry.
Competencies
  • Action‑oriented – enjoys hard work, ambitious, energetic, takes initiative, has a sense of urgency.
  • Business Acumen – understands products, sales process, market strategies, and customer motivation; eager to innovate in the marketplace.
  • Approachability – approachable, pleasant, gracious, patient, builds rapport, puts others at ease.
  • Problem Solving – uses rigorous logic, probes sources for answers, identifies hidden problems, insightful analysis, good listener, gathers information promptly.
  • Priority Management – prioritizes important tasks, removes roadblocks, focuses effectively, values time, achieves more in less time.
  • Relationship Building – maintains effective stakeholder relationships, communicates clearly, collaborates proactively, aligns efforts with enterprise goals, builds trusted client relationships, supports a positive work culture.
Physical Demands (ADA)

The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving, or infrequent lifting.

Benefits

Medical, dental, vision, life, and disability insurance; comprehensive leave program. Pay Range: $17.00–$22.55 per hour.

Flagstar is an Equal Opportunity Employer. For more information: EEOC_KnowYourRights Member FDIC/Equal Housing Lender.

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