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Financial Services Representative I-Float
2 months ago
**Job Summary**
A Client Consultant I-Float at Flagstar Bank travels between assigned branches to provide high-quality, prompt, and professional financial services to customers. This role involves interacting with clients, providing exceptional service, and processing financial transactions in an accurate, efficient, and friendly manner.
**Key Responsibilities:**
- **Sales Performance:** Support team efforts to achieve growth targets in financial performance and primary client acquisition by actively seeking and delivering client introductions to the right team members.
- **Client Experience:** Provide positive client experiences by assisting with account questions, problems, and complaints, and resolve them in a timely and effective manner.
- **Management:** Deliver timely and accurate daily financial transactions, striving for no controllable preventable losses, and understand and adhere to all applicable bank policies and regulations.
- **Additional Responsibilities:** Performs special projects, and additional duties and responsibilities as required.
**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
