Banking Customer Advisor

As a Banking Customer Advisor, it is essential to maintain a high level of professionalism and confidentiality when dealing with clients' financial information.

A Banking Customer Advisor 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.

Job Responsibilities:

• Support the team's initiatives to achieve growth objectives in financial performance and primary client acquisition by delivering suitable client referrals and assisting with sales strategies.
• Ensure customer satisfaction by promptly addressing account inquiries, resolving issues, and managing complaints effectively through thorough research and clear communication. Engage with clients to provide educational resources and valuable insights, fostering a positive customer experience. Work towards fulfilling behavioral activity goals established by Retail Leadership, including generating referrals and enhancing client engagement.
• Conduct daily financial transactions accurately and on time, aiming to prevent avoidable losses. Adhere to all relevant bank policies and regulations for compliance and accuracy.
• Undertakes distinct assignments and supplemental responsibilities as required. Shows a continual commitment to abiding by the regulatory and adherence standards associated with the role, as outlined, and completes mandatory compliance training sessions. Responsible for maintaining compliance with relevant federal, state, and local laws and ordinances.

Job Requirements:

• Completion of high school or its alternative (GED, HiSET, TASC) or a comparable foreign credential is necessary.
• Mandatory 3 years of experience in customer service and sales.
• Previous involvement in the financial services industry is a plus.

Flagstar believes in offering equal job opportunities to all individuals and does not show favoritism.

Flagstar allows its employees to access numerous benefits, like medical, dental, and vision insurance, life insurance, and disability coverage, as well as an extensive leave scheme for their convenience.

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