CFA Institute
Branch Banking Client Consultant I (Part Time)
CFA Institute - New York, New York, us, 10261
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Overview
Position Title
Branch Banking Client Consultant I (Part Time)
Location Brooklyn, MI 49230
Job Summary 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 assisting the team in meeting branch goals.
Job Responsibilities: 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 initiatives. Client Experience:
Provide a positive client experience by assisting with account questions, problems, and/or complaints and through research and communication resolve them 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. Perform special projects and additional duties and responsibilities as required. Consistently adhere to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable for maintaining 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 the financial services industry, preferred.
Flagstar is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. #J-18808-Ljbffr
Location Brooklyn, MI 49230
Job Summary 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 assisting the team in meeting branch goals.
Job Responsibilities: 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 initiatives. Client Experience:
Provide a positive client experience by assisting with account questions, problems, and/or complaints and through research and communication resolve them 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. Perform special projects and additional duties and responsibilities as required. Consistently adhere to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable for maintaining 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 the financial services industry, preferred.
Flagstar is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. #J-18808-Ljbffr