Branch Banking Client Platform Specialist

About this role

Position Title Branch Banking Client Platform Specialist Location Brooklyn, NY 11229 Job Summary The Branch Banking Client Platform Specialist is responsible for driving new deposit acquisition and expanding existing deposit relationships within an assigned territory. This role is heavily focused on proactive business development, consistent prospecting activity, and disciplined pipeline management. The position also supports broader sales execution efforts and ensures high‑quality client service and compliance with all operational and regulatory standards. Job Responsibilities: • Deposit Hunting & New Business Development :    Identify , research, and qualify new deposit prospects through targeted outreach. Conduct discovery meetings to assess client needs  a nd   present tailored   deposit   solutions.  Close new deposit   relationships   and transition them into long-term clients .    Maintain a structure pipeline with consistent mov e me n t toward conversion .    Expand relationships with existing clients to incre a se   deposit bal a nces and   product   penetration .    

• Sales Execution & Revenue Support :    Partner   with internal sales teams   to  support   broader revenue   initiatives .    Participate in coordinated sales campaigns and cross-sell opportunities .    Contribute   to territory-level business development strategies.  

• Client   Service &   Compliance :   Deliver high-quality client service   throughout   onboarding and ongoing   relationship   management .    Ensure all activities meet   regulatory ,   compliance   and operational standards .    Maintain   accurate   documentation,   reporting   and   adherence   to inter n al controls .    

ADDITIONAL   ACCOUNTABILITIES  

• Conduct market research to   identify   high ‑ value prospects and emerging opportunities.  

• Execute systematic prospecting campaigns to generate new leads.  

• Develop customized deposit solutions aligned with client needs and organizational goals.  

• Deepen relationships with existing clients   to drive   additional   deposit growth.  

• Execute territory ‑ based business development strategies to expand market presence.  

JOB REQUIREMENTS   

Required Qualifications:  

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

• Minimum experience   required :   ​ 6+ Years ​   customer service and sales experience (including Financial Services Industry).  

• Ability to train and mentor others, including products and platform procedures .  

• Experience in   participating   in sales campaigns/promotions .  

• Experience with   using and   demonstrating   digital products and self-service technologies .  

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 $20.25 - $33.74

Similar jobs

• Branch Banking Client Consultant I — "Flagstar Bank · Napoleon/122 Brooklyn Road/112007
• Branch Banking Client Consultant I — "Flagstar Bank · Ann Arbor/4755 Washtenaw Avenue/112039
• Branch Banking Client Consultant II — "Flagstar Bank · New York/15 Maiden Lane/110814
• Branch Banking - Client Consultant I — "Flagstar Bank · Scottsdale/6900 East Camelback Road/110655
• Branch Banking - Client Consultant II — "Flagstar Bank · LaGrange/1112 North Detroit Street/112141
• Branch Banking Client Consultant I (Part time) — "Flagstar Bank · Ann Arbor/4755 Washtenaw Avenue/112039
• Branch Banking - Client Consultant II-Licensed — "Flagstar Bank · Brooklyn/2925 Avenue U/110312
• Branch Banking Client Consultant I-Float — "Flagstar Bank · Rochester/1001 N Main Street/112035