Consultant in Client Services
Company: Flagstar Bank
Location: Chelsea
Posted on: May 2, 2024
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Job Description:
A Branch Banking Client Consultant I provides customers with
high quality, prompt, and professional financial services.
Responsible for interacting with clients and providing exceptional
service by greeting them as they enter one of our branches and
providing them with the services needed to meet their financial
goals. This role will process financial transactions in an
accurate, efficient, and friendly manner while maintaining
operational standards, and assist the team in meeting branch
goals.
Sales Performance: Support team efforts to achieve growth targets
in financial performance (outstanding deposits, outstanding loans,
non-interest income) and primary client acquisition. Actively seek
and deliver the right client introductions to the right team
member(s) to achieve growth targets and execute successful sales
initiative
C lient 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. Delivers 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.
Job 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
Keywords: Flagstar Bank, Woonsocket , Consultant in Client Services, Professions , Chelsea, Rhode Island
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