Professional Banking Client Consultant

hace 2 semanas


Tecate, Baja California, México Flagstar Bank A tiempo completo

Job Summary

A Client Services Financial Associate at Flagstar Bank provides high-quality financial services to customers. The role involves interacting with clients to deliver exceptional service and meet their financial goals. The associate will process financial transactions accurately, efficiently, and in a friendly manner while maintaining operational standards and contributing to team success in meeting branch goals.

Responsibilities

Sales Performance: Support the team in achieving sales growth targets in financial performance and primary client acquisition. Actively seek and deliver client introductions to team members to achieve growth targets and execute successful sales initiatives.

Client Experience: Provide a positive client experience by assisting with account questions, resolving issues, and delivering client engagement and education. Meet behavioral activity goals as defined by Retail Leadership, including referrals.

Management: Deliver timely and accurate daily financial transactions and adhere to bank policies and regulations. Perform special projects, and additional duties 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 the financial services industry, preferred



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