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Flagstar Bank
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Flagstar Bank
Posted 3 months ago
Full Time
,
In Person
Smart Summary
Responsibilities
The Client Consultant I - Float is responsible for providing high-quality financial services to customers while traveling between branches. This includes processing transactions, assisting with account inquiries, and supporting team sales initiatives.
Qualifications
We are looking for a Client Consultant I - Float to provide excellent financial services to customers across various branch locations. Key requirements include a high school diploma/GED, 0-3 years of customer service and sales experience, and preferably some experience in the financial services industry. This role requires strong communication and problem-solving skills to assist clients and contribute to the branch's financial goals.
Job Description
Position Title
Branch Banking - Client Consultant I - FloatLocation
Sedona, AZ 86336Job Summary
A Branch Banking Client Consultant I - Float travels between assigned branches in order 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 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.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. Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to referrals.
Management: 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 and responsibilities as required.
Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
Job Requirements:
High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent, required
0 – 3 years of customer service and sales experience, required
Experience in financial services industry, preferred
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. Please click the following link for detailed information: Benefits | Flagstar Bank
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Flagstar Bank
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