Position Title: Branch Banking Client Consultant I
Based in the scenic Mountain, WI 54149, the position of Branch Banking Client Consultant I offers a rewarding opportunity to provide premium financial services to a diverse client base. This engaging role demands a high level of customer interaction, exceptional service, and a commitment to helping clients meet their financial goals.
Job Summary
As a Branch Banking Client Consultant I, your primary responsibility is to serve as the first point of contact for clients as they walk into our branch. You will be tasked with providing high-quality, prompt, and professional financial services, processing financial transactions in an accurate, efficient, and friendly manner, and assisting the team in meeting branch goals. This operational role is not just about maintaining standards, but about exceeding them.
Job Responsibilities:
- Sales Performance: Your role includes supporting team efforts to achieve growth targets in financial performance such as outstanding deposits, outstanding loans, and non-interest income. You will actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiatives.
- Client Experience: Providing a positive client experience is key. You will assist with account questions, problems and/or complaints, and through diligent research and effective communication, you will resolve issues in a timely manner. This role also involves delivering client engagement and education, and meeting behavioral activity goals as defined by Retail Leadership, including but not limited to referrals.
- Management: Timely and accurate daily financial transactions are critical, with the ambition of achieving no controllable preventable losses. You will also be expected to understand and adhere to all applicable bank policies and regulations.
- Other duties include performing special projects and additional responsibilities as required, as well as consistently adhering to regulatory and compliance policies and standards linked to the job. You will be accountable for maintaining compliance with applicable federal, state, and local laws and regulations.
Job Requirements:
- The minimum educational requirement is a High School Diploma / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
- 0 – 3 years of customer service and sales experience is required.
- Experience in the financial services industry is preferred, but not mandatory.
Flagstar is an Equal Opportunity Employer, committed to creating a diverse and inclusive workspace.
Employee Benefits
Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Detailed information about the benefits can be found by clicking here.
Why Choose Flagstar?
By joining the Flagstar team, you’ll be part of a dynamic and diverse organization that values integrity, innovation, and teamwork. You’ll be equipped with the tools and resources necessary to deliver exceptional financial services and help our clients reach their financial goals.
For more information about this position, click here.
