About the role
Position Title Branch Banking - Client Consultant I
Location Phoenix, AZ 85028-6005
Job Summary
The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates.
This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement, timely problem resolution, and adherence to bank policies, procedures, and regulatory requirements.
Job Responsibilities: Sales Performance:
Support team efforts to achieve growth targets in financial performance (
all Teller related functions
) 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
- introductions .
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
Performs special projects, and
- additional
- duties and responsibilities as
- required .
- C onsistently adhere s
- 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 a n d regulations.
JOB REQUIREMENTS
Required Qualifications
Education level
required :
High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent . Minimum experience
required :
- Less than 2 years
- of
- customer service and sales experience .
Preferred Qualifications
Experience in Financial Services Industry.
Job Competencies
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 of
planning. Seizes more opportunities than others
by aggressively and enthusiastically pursuing action to achieve results
.
Possesses a sense of urgency.
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 in the marketplace.
Approachability
- Is easy to approach and talk to .
Spends the extra effort to put others at ease.
Can
- be warm, pleasant, and gracious .
- Is sensitive to and patient with the interpersonal anxieties of
- others.
Builds rapport well
.
Problem Solving
- Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and
doesn't
stop at the first answers .
Is
a good listener and early knower, gathering informal and incomplete information in time to do something about it.
Priority Management
- Spends his/her time and the time of others on
what's
important .
Can quickly sense what will help or hinder
accomplishing
a goal .
Eliminates
roadblocks and creates focus .
Uses
his/her time effectively and efficiently and values time
.
Gets more done in less time than others and can
attend to
a broader range of activities.
Demonstrates a strong ability to build and
maintain
effective relationships with stakeholders by communicating clearly,
engaging in proactive collaboration , and
leveraging
cross functional
insights.
Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.
Builds
- trusted client relationships, whether internal or external, by
- identifying
- needs and delivering tailored solutions to enhance the overall client experience.
Fosters or
- supports
- a positive work culture and productive work environment, displaying
- importance
- of effective relationships with customers and stakeholders.
Physical demands (ADA)
The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting.
Flagstar is an Equal Opportunity Employer We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. 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 Pay Range $17.00 - $22.55