Financial Services Representative

3 days ago


Staten Island, New York, United States Flagstar Bank Full time
Job Overview
Flagstar Bank is seeking a skilled Financial Services Representative to provide high-quality, prompt, and professional financial services to our clients. The ideal candidate will have excellent customer service skills and the ability to work in a fast-paced environment.

Key Responsibilities
The Financial Services Representative will be responsible for processing financial transactions accurately and efficiently while maintaining operational standards. They will also assist the team in meeting branch goals by supporting sales efforts to achieve growth targets in financial performance and primary client acquisition.

Sales Performance:
  • Support Team Efforts: Collaborate with the team to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition.
  • Client Introductions: 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: 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. Deliver 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.

Requirements:
  • High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent, required.
  • 0 – 3 years of customer service and sales experience, required.
  • Experience in the financial services industry, preferred.


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