Exploring the Role of a Branch Banking Client Consultant I-PT
Embarking on a career in the banking sector offers a wealth of opportunities for personal growth and professional development. One such position is the Branch Banking Client Consultant I-PT in Staten Island, NY 10305. This role is integral to the smooth operation of a bank branch and is pivotal in providing exceptional service to clients. As a Branch Banking Client Consultant, your primary responsibility involves interacting with clients, assisting them with their financial needs, and ensuring their overall satisfaction with the bank’s services. This role is offered by Flagstar Bank which provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. More information can be found here.
Key Responsibilities of a Branch Banking Client Consultant
As a Branch Banking Client Consultant, your role is divided into three main areas: Sales Performance, Client Experience, and Risk Management. The first, encompassing 40% of your time, involves supporting the team to achieve growth targets in financial performance and primary client acquisition. You will seek the right client introductions to the appropriate team members and execute successful sales initiatives.
The second area, Client Experience, constitutes 30% of your time. Here, you will deliver a positive client experience by assisting with account questions, resolving problems, and addressing complaints in a timely and effective manner. Through your interactions, you will be facilitating client engagement and education.
The final 30% of your time will be dedicated to Risk Management. This involves delivering accurate financial transactions daily while adhering to all applicable bank policies and regulations. The goal is to strive for no controllable preventable losses.
Additional Accountabilities
Apart from these primary responsibilities, you may also be required to undertake special projects and additional duties as necessary. You will be expected to consistently adhere to regulatory and compliance policies, standards linked to the job, and complete required compliance trainings. You will also be accountable for maintaining compliance with applicable federal, state, and local laws and regulations.
Job Requirements for a Branch Banking Client Consultant
The minimum qualifications for this position include a High School diploma or equivalent and 0 – 3 years of customer service and sales experience. However, experience in the financial services industry is preferred.
Job Competencies
To excel in this role, you should be action-oriented, possess strong business acumen, and be approachable. Additionally, you should have excellent problem-solving skills and be adept at priority management. The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting.
Flagstar Bank, an Equal Opportunity Employer, is committed to creating an inclusive environment where every employee can thrive. With its robust benefits program and commitment to professional development, it offers a promising platform for those seeking rewarding careers in the banking industry.
