Branch Banking Client Consultant -PT
Listed on 2026-06-30
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Sales
Client Relationship Manager, Customer Success Mgr./ CSM
Job Summary
Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions accurately, efficiently, and friendly while maintaining operational standards, and assist 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/or complaints and resolving them in a timely and effective manner.
- Deliver client engagement and education, meeting behavioral activity goals such as referrals.
- Deliver timely and accurate daily financial transactions, striving for no controllable preventable losses.
- Understand and adhere to all applicable bank policies and regulations.
- Performs special projects and additional duties as required, consistently adhering to regulatory and compliance policies.
- Maintain compliance with applicable federal, state and local laws and regulations.
- Education: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
- Experience: 0 – 3 years of customer service and sales experience.
- Preferred: Experience in financial services industry.
- Action‑oriented:
Enjoys working hard, takes initiative, and pursues results with urgency. - Business Acumen:
Knows products, understands the sales process, and is aware of market strategies. - Approachability:
Easy to talk to, warm, pleasant, and patient, building rapport effectively. - Problem Solving:
Uses rigorous logic and methods to solve difficult problems, listens well, and gathers information quickly. - Priority Management:
Sees what matters, eliminates roadblocks, and uses time effectively to accomplish goals. - Relationship Building:
Builds trusted client relationships, aligns efforts with enterprise goals, and supports a positive work culture.
No unusual physical exertion is involved.
Equal Opportunity EmployerFlagstar Bank is an Equal Opportunity Employer. We are committed to providing clear and accurate compensation information in accordance with applicable laws. Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. We are a leading regional bank that values diversity and inclusion. For more information, please refer to the EEOC Know Your Rights resources.
Member FDIC/Equal Housing Lender
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