Branch Banking - Client Consultant

Position Title

Branch Banking - Client Consultant I

Mayfield Heights, OH

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 in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.

• Support team efforts to achieve growth targets in financial performance, including outstanding deposits, outstanding loans, non‑interest income, and primary client acquisition.
• Actively seek and deliver the right client introductions to the right team members to achieve growth targets and execute successful sales initiatives.
• Provide positive client experience by assisting with account questions, problems and/or complaints, and through research and communication resolve issues in a timely and effective manner.
• Deliver client engagement and education, and meet behavioral activity goals as defined by Retail Leadership, including referrals.
• Deliver timely and accurate daily financial transactions, striving for zero controllable preventable losses.
• Understand and adhere to all applicable bank policies and regulations.
• Perform special projects and additional duties as required.
• Consistently adhere to regulatory and compliance policies and standards, completing required compliance training.
• Maintain compliance with applicable federal, state and local laws and regulations.

• 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.

• Action‑oriented – enjoys working hard, full of energy, and aggressively pursues action to achieve results.
• Business Acumen – knows products, understands our sales process, and is aware of marketplace strategies and customer motivations.
• Approachability – easy to approach, warm, pleasant, gracious, and builds rapport well.
• Problem Solving – uses rigorous logic to solve difficult problems and finds hidden issues; listens and gathers information quickly.
• Priority Management – effectively manages time, eliminates roadblocks, and focuses on important tasks.
• Relationship Building – builds and maintains effective relationships with stakeholders, aligns efforts with enterprise goals, and fosters a positive work culture.

No unusual physical exertion is involved.

Flagstar is an Equal Opportunity Employer.

Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program.