Branch Banking-Client Consultant -Float
Listed on 2026-07-05
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Sales
Client Relationship Manager, Customer Success Mgr./ CSM
Position Title
Branch Banking‑Client Consultant I‑Float
LocationBay Shore, NY 11706
Pay Range$17.00–$22.55 per hour, based on location and experience
Job SummaryBranch 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, delivering the services they need to meet their financial goals, processing transactions accurately and efficiently, and assisting the team in meeting branch goals.
Job Responsibilities- Sales Performance
:
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 appropriate team members to hit growth targets and execute successful sales initiatives. - Client Experience
:
Provide a positive client experience by assisting with account questions, problems, and/or complaints; research and communicate solutions in a timely and effective manner. Deliver client engagement and education, and meet behavioral activity goals, including referrals, as defined by Retail Leadership. - Risk Management
:
Deliver accurate daily financial transactions with a focus on zero controllable preventable losses. Understand and adhere to all applicable bank policies and regulations. - Additional Accountabilities
:
Perform special projects and additional duties as required; consistently adhere to regulatory and compliance policies; complete required compliance trainings and maintain adherence to all applicable federal, state, and local laws.
- Education level required:
High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent. - Minimum experience required: 0–3 years of customer service and sales experience.
- Preferred Qualifications:
Experience in the financial services industry.
- Action‑oriented:
Enjoys working hard and pursues opportunities aggressively and enthusiastically. - Business Acumen:
Knows products and understands the sales process; aware of strategies, tactics, and customer motivations. - Approachability:
Easy to approach and talk to; builds rapport and is patient with interpersonal anxieties. - Problem Solving:
Uses rigorous logic and methods to analyze problems; probes for answers and listens actively. - Priority Management:
Manages time efficiently, eliminates roadblocks, and delivers more in less time. - Relationship Building:
Builds and maintains effective relationships with stakeholders, aligning efforts with enterprise goals and driving strategic results.
Requires moderate physical exertion and stamina, such as standing, sitting, walking, driving, or infrequent lifting.
BenefitsFlagstar provides teammates access to medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program.
Equal Opportunity EmployerFlagstar is an Equal Opportunity Employer.
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