Client Consultant I

Prescott Farmers Market; Prescott (AZ); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Paid leave

Job summary

Flagstar Bank in Prescott is seeking a Branch Banking Client Consultant I to provide front-line client service and transactional support. You will welcome clients, identify needs, and perform teller transactions with accuracy and efficiency to support financial goals.

The role balances transaction execution with client engagement and education, while ensuring adherence to bank policies and regulatory requirements to help grow branch performance.

Qualifications

• Minimum experience: Less than 2 years of customer service and sales experience.
• Preferred: Experience in Financial Services Industry.
• Action-Oriented, Customer-focused, and able to build relationships.

Responsibilities

• Sales Performance: Support team efforts to achieve growth targets in financial performance (all Teller related functions) and primary client acquisition.
• Client Experience: Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner.
• Risk Management: Deliver timely and accurate daily financial transactions; adhering to all applicable bank policies and regulations.
• Perform special projects and additional duties as required.
• Maintain compliance with applicable federal, state, and local laws and regulations.

Skills

Customer service

Sales skills

Relationship building

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 rold 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, adn regulatory requirements.

Job Responsibilities

• Sales Performance: Support team efforts to achieve growth targets in financial performance (all Teller related functions) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targes and execute successful sales initiatives
• Client Experience: Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner. Deliver client engagment and Education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to introductions
• Risk Management:Deliver timely and accurate daily financial transactions; striving for no controllable preventable losses. Understand and adhere to all applicable bank policies and regulations

Additional Accountabilities

• Perform special projects, and additional duties and responsibilities as required
• Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state, and local laws and regulations

Job Requirements

Required Qualifications

• Minimum experience required: Less than 2 years of customer service and sales experience

Preferred Qualifications

• Eqperience in Financial Services Industry
• Action-Oriented:Enjoys working hard, is action oriented and full of energy for the things he/she sees as challenging. Not fearful of acting with minimum of planning. Seizes more opportunities than others by 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 adn tactics work in the marketplace and what motivates a customer. Has courage 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. Can be warm, pleasant, and gracious. Is sensitive to and patient with the interpersonal anxieties of others. Builds rapport well
• Problem Solving:Uses rigorous logic and methods to solve different problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious adn doesn't stop at the first answers. Is a good listener and early knower, gathering information and incomplete information in time to do something about it
• Priority Management:Spends his/her time and the time of others on what's important. Can quickly sense what will help or hinder accomplishing a goal. Eliminates roadblocks and creates focus. Uses his/her time effectively and efficiently and values time. Gets more done in less time than others and can attend a broader range of activities
• Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results
• Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience
• Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders
• Physical demands (ADA): this 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 permited 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. Clease click the following link for detailed information: Benefits|Flagstar Bank