Top 10 Banking consultant Jobs in Oceanside, Ca

Branch Banking Client Consultant I - Oceanside NY (Part-Time)
Flagstar Bank —Oceanside, CA
- $17.00 - $22.55 an hour
- Part-time
- High school diploma or GED
- 2 years
- Entry level
- Disability insurance
- Health insurance
Client Relationship Consultant 3 (Banker) - Encinitas, CA
U.S. Bank National Association —Encinitas, CA
- $22.69 - $33.26 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
11d
Client Relationship Consultant 2 (Banker) - Oceanside Old Gove, CA (35hrs)
U.S. Bank National Association —Oceanside, CA
- $20.00 - $28.35 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
14d
Treasury Management Consultant
U.S. Bank National Association —San Diego, CA
- $139,230 - $180,180 a year
- Full-time
- Bachelor's degree
- US work authorization
- Organizational skills
- Paid holidays
- Disability insurance
Client Relationship Consultant 2 (Banker) - Encinitas, CA (25hrs)
U.S. Bank National Association —Encinitas, CA
- $20.00 - $28.35 an hour
- Part-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
14d
Client Relationship Consultant 3 (Banker) - Carlsbad, CA (32hrs)
U.S. Bank National Association —Carlsbad, CA
- $22.69 - $33.26 an hour
- Full-time
- Mid-level
- High school diploma or GED
- US work authorization
- Paid holidays
- Disability insurance
1d
Senior Treasury Management Sales Consultant - San Diego, CA
California Bank & Trust —San Diego, CA
- $165,000 - $200,000 a year
- Office
- Finance
- Bachelor's degree
- Profit sharing
- Paid training
Treasury Management Sales Consultant
MRISpokane —San Diego, CA
- 5 years
- QuickBooks
- APIs
Quick Apply
12d
Customer Service Representative (Loan Consultant I - CA)
Lendmark Financial Services, LLC —Escondido, CA
- $20 - $23 an hour
- Full-time
- Spanish
- Microsoft Excel
- English
- Paid holidays
- Disability insurance
Quick Apply

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Branch Banking Client Consultant I - Oceanside NY (Part-Time)

Flagstar Bank -
Oceanside, CA

Apply Now

Job Details

Part-time
$17.00 - $22.55 an hour

Benefits

Disability insurance
Health insurance
Dental insurance
Vision insurance

Qualifications

Customer communication
Employee relationship building
High school diploma or GED
Stakeholder relationship building

Full Job Description

Position Title

Branch Banking Client Consultant I - Oceanside NY (Part-Time)

Location

Oceanside, NY 11572

Job Summary

The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates.

This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement, timely problem resolution, and adherence to bank policies, procedures, and regulatory requirements.

Job Responsibilities:

Sales Performance: Support team efforts to achieve growth targets in financial performance (all Teller related functions) 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.

Client 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 introductions.

Risk Management: Deliver timely and accurate daily financial transactions; striving for no controllable preventable losses. Understand and adhere to all applicable bank policies and regulations.

ADDITIONAL ACCOUNTABILITIES

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

Required Qualifications:

Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.

Minimum experience required: Less than 2 years of customer service and sales experience.

Preferred Qualifications:

Experience in Financial Services Industry.

Job Competencies:

Action-oriented - Enjoys working hard, is action oriented and full of energy for the things he/she sees as challenging. Not fearful of acting with minimum of planning. Seizes more opportunities than others by aggressively and enthusiastically pursuing action to achieve results. Possesses a sense of urgency.

Business Acumen - Knows products and understands our sales process. Is aware of how strategies and tactics work in the marketplace and what motivates a customer. Has courage and aspiration to do things differently in the marketplace.

Approachability - Is easy to approach and talk to. Spends the extra effort to put others at ease. Can be warm, pleasant, and gracious. Is sensitive to and patient with the interpersonal anxieties of others. Builds rapport well.

Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Is a good listener and early knower, gathering informal and incomplete information in time to do something about it.

Priority Management - Spends his/her time and the time of others on what's important. Can quickly sense what will help or hinder accomplishing a goal. Eliminates roadblocks and creates focus. Uses his/her time effectively and efficiently and values time. Gets more done in less time than others and can attend to a broader range of activities.

Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.

Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.

Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders.

Physical demands (ADA): The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting.

Flagstar is an Equal Opportunity Employer

We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: Benefits | Flagstar Bank

Pay Range

$17.00 - $22.55

Apply Now

Refine Your Search

banking consultant jobs in oceanside, ca

Branch Banking Client Consultant I - Oceanside NY (Part-Time)

Client Relationship Consultant 3 (Banker) - Encinitas, CA

Client Relationship Consultant 2 (Banker) - Oceanside Old Gove, CA (35hrs)

Treasury Management Consultant

Client Relationship Consultant 2 (Banker) - Encinitas, CA (25hrs)

Client Relationship Consultant 3 (Banker) - Carlsbad, CA (32hrs)

Senior Treasury Management Sales Consultant - San Diego, CA

Treasury Management Sales Consultant

Customer Service Representative (Loan Consultant I - CA)

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