Branch Banking Client Consultant - Float
Listed on 2026-07-24
-
Sales
Client Relationship Manager, Customer Success Mgr./ CSM -
Customer Service/HelpDesk
Customer Service Rep, Client Relationship Manager, Customer Success Mgr./ CSM
Location: Wellington
Position Title:
Branch Banking Client Consultant I - Float
Location:
Wellington, FL 33414
Branch Banking Client Consultant I‑Float travels between assigned branches to provide customers with high quality, prompt, and professional financial services. The role interacts with clients, greets them at branch entry, and assists them with the services needed to meet their financial goals. Duties include processing financial transactions accurately, efficiently, and friend lily while maintaining operational standards and supporting 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 the right team member(s) to achieve growth targets and execute successful sales initiative.
- 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 engagement and education. Meet behavioral activity goals as defined by Retail Leadership including but not limited to referrals. - 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 adhere to regulatory and compliance policies and standards linked to the job and complete required compliance trainings. Maintain compliance with applicable federal, state and local laws and regulations.
- High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
- 0 – 3 years of customer service and sales experience.
- Experience 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 planning. Seizes opportunities aggressively to achieve results.
- 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. Has courage and aspiration to do things differently.
- Approachability: Easy to approach and talk to. Spends extra effort to put others m, pleasant, gracious, and patient with interpersonal anxieties. Builds rapport well.
- Problem Solving: Uses rigorous logic and methods to solve difficult problems with effective solutions. Probes answers, sees hidden problems, listens, gathers information to act.
- Priority Management: Spends self‑time and the time of others on what matters. Eliminates roadblocks, focuses, values time and accomplishes goals efficiently. Builds relationships with stakeholders and communicates clearly.
The job requires a moderate degree of physical exertion and stamina, such as standing, sitting, walking, driving, or infrequent lifting.
Equal‑Opportunity StatementFlagstar is an Equal Opportunity Employer. We are committed to providing clear and accurate compensation information in accordance with applicable laws. Pay Range: $17.00 - $22.55.
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