Client Services Consultant

2 weeks ago


Hempstead, United States Flagstar Bank Full time

Position Overview: A Client Services Consultant in Branch Banking is dedicated to delivering exceptional financial services to our clients. This role involves engaging with customers to ensure they receive the necessary support to achieve their financial objectives.

Key Responsibilities:

  • Sales Performance: Collaborate with the team to reach growth targets in financial metrics such as deposits and loans. Proactively identify and connect clients with the appropriate team members to facilitate successful sales initiatives.
  • Client Experience: Ensure a positive experience for clients by addressing account inquiries, resolving issues, and providing timely assistance. Strive to meet activity goals set by leadership, including referrals and client engagement.
  • Operational Management: Execute daily financial transactions accurately and efficiently, aiming for zero preventable losses. Comply with all relevant banking policies and regulations.
  • Engage in special projects and additional responsibilities as needed.
  • Adhere to compliance and regulatory standards associated with the role, completing all required training to maintain adherence to applicable laws.

Qualifications:

  • High School Diploma or equivalent (GED, HiSET, TASC) is required.
  • 0 – 3 years of experience in customer service and sales is required.
  • Prior experience in the financial services sector is preferred.


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