Branch Banking Client Consultant - Float
Listed on 2026-06-03
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Sales
Client Relationship Manager, Customer Success Mgr./ CSM
Location: New York
Branch Banking Client Consultant I‑Float travels between assigned branches to provide customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter a branch and providing services needed to meet their financial goals. This role processes financial transactions accurately, efficiently, and friendly while maintaining operational standards and assisting 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 complaints, and by researching and communicating to resolve issues in a timely and effective manner.
- Deliver client engagement and education.
- Meet behavioral activity goals as defined by Retail Leadership, including referrals.
- Deliver timely and accurate daily financial transactions, striving for no controllable preventable losses.
- Understand and adhere to all applicable bank policies and regulations.
- Perform special projects and additional duties as required.
- Adhere to regulatory and compliance policies and standards, complete required compliance trainings, and maintain compliance with applicable federal, state, and local laws.
- Education:
High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent. - Minimum experience:
0–3 years of customer service and sales experience.
- Experience in the financial services industry.
- Action‑oriented – enjoys hard work, ambitious, energetic, takes initiative, has a sense of urgency.
- Business Acumen – understands products, sales process, market strategies, and customer motivation; eager to innovate in the marketplace.
- Approachability – approachable, pleasant, gracious, patient, builds rapport, puts others at ease.
- Problem Solving – uses rigorous logic, probes sources for answers, identifies hidden problems, insightful analysis, good listener, gathers information promptly.
- Priority Management – prioritizes important tasks, removes roadblocks, focuses effectively, values time, achieves more in less time.
- Relationship Building – maintains effective stakeholder relationships, communicates clearly, collaborates proactively, aligns efforts with enterprise goals, builds trusted client relationships, supports a positive work culture.
The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving, or infrequent lifting.
BenefitsMedical, dental, vision, life, and disability insurance; comprehensive leave program. Pay Range: $17.00–$22.55 per hour.
Flagstar is an Equal Opportunity Employer. For more information: Member FDIC/Equal Housing Lender.
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