Branch Banking Client Platform Specialist
$20.25 - $33.74 per hourFlagstar Bank
Position Title Branch Banking Client Platform Specialist Location Delray Beach, FL 33446-1395 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 and present tailored deposit solutions. Close new deposit relationships and transition them into long-term clients. Maintain a structure pipeline with consistent movement toward conversion. Expand relationships with existing clients to increase deposit balances 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 internal 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 Flagstar Bank, N.A. is based in Hicksville, NY, and at December 31, 2025, had $87.5 billion in assets, $60.7 billion in loans, $66 billion in deposits, and $8.1 billion in total stockholder equity. We are a leading regional bank with approximately 340 locations, and strong footholds in the greater New York/New Jersey metropolitan region and in the upper Midwest, along with a significant presence in fast-growing markets in Florida and the West Coast. We are driven by our commitment to partner with our clients to set and reach goals together, helping them to take charge and thrive. Our focus is on four core lines of business that include Personal, Private, Small Business and Corporate & Commercial Banking. Flagstar Bank is committed to ensuring that you can successfully engage in our recruiting process. If you need assistance completing your employment application or if you would like to request a reasonable accommodation, please contact our team at View email address on click.appcast.io. Equal Opportunity Employer For more Information: EEOC_KnowYourRights Member FDIC/Equal Housing Lender
$17.12 - $26.97 per hour
...Position Title Branch Banking Client Consultant II - FLOAT/TRAVEL - Delray Beach FL Location Delray Beach, FL 33446-1395 Job... ...Ability to train and mentor others, including products and platform procedures Preferred Qualifications: Experience in...PlatformLocal area$17.12 - $26.97 per hour
Position Title Branch Banking Client Consultant II - FLOAT/TRAVEL - Delray Beach FL Location Delray Beach, FL 33446-1395 Job Summary Branch... ...Ability to train and mentor others, including products and platform procedures Preferred Qualifications: Experience in financial...PlatformFull timeLocal area$19 - $21.5 per hour
...been around for over 100 years. Our members know and trust us! Branch Offices house travel, membership, insurance sales and support... ...travel products (car, hotel, basic tour packages, etc.) and (some) banking products. Generate leads, update members on travel and...SuggestedHourly payFull timeTemporary workWork experience placementWork at office- ...both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining... ...and achieving market, branch and personal goals. ESSENTIAL... ..., refers, or sells Bank products or services such... ...Fills in for Financial Specialist Leader when absent. May...PlatformWork at officeRelocation packageShift workNight shift
$17 - $22.55 per hour
...Position Title Branch Banking Client Consultant I - Mission Bay, Boca Raton FL Location Boca Raton, FL 33498-6797 Job Summary Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting...SuggestedLocal area- ...Flagstar Bank is seeking a Branch Banking Client Consultant I for its Mission Bay location in Boca Raton, FL. In this role, you'll provide exceptional service to clients as they enter the branch and assist them in achieving their financial objectives. Your responsibilities...
- ...Representatives (CSRs) play a key role in supporting client needs and maintaining positive... ..., basic office software, and online platforms Dependable, detail-oriented, and team... ...instant message or group chat; (b) request banking or credit card information during the...PlatformWork at officeFlexible hours
$300k - $425k
...and a career path that blends banking expertise with growing... ...financial goals and with seamless client experience. This role also can... ...complex member needs, assisting branch leadership, and collaborating... ...Lending and New Account Platform Training Cards Training (Springboard...PlatformWork experience placementWork from homeFlexible hoursShift workAfternoon shift- ...Fifth Third Bank Personal Banker Associate I Make banking a Fifth Third better We connect great people to great opportunities. Are... ...processing teller transactions as well as working as a member of the platform staff. Responsible and accountable for risk by openly...PlatformWork experience placementWork at office
- ...Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career... ...teller transactions as well as working as a member of the platform staff. Responsible and accountable for risk by openly exchanging...PlatformWork experience placementWork at office
- ...unrivaled opportunities for our employees, clients and stakeholders. We celebrate both... ..., basic office software, and online platforms Dependable, detail-oriented, and team... ...instant message or group chat; (b) request banking or credit card information during the interview...PlatformWork at officeFlexible hours
- ...corporate and property level accounting, financial reporting, banking relationship compliance, tax matters, and technology oversight,... ...oversight of all information technology systems, including accounting platforms, brand mandated hospitality property management systems (PMS),...PlatformFull timeContract workWork at officeShift work
- ...customers. Develops new-to-bank business relationships... ...services to existing clients through segment-based... ...Treasury and Lending specialists with qualified... ...situations beyond the scope of branch personnel and to... ...as needed. Support platform weekend schedule. Support...PlatformTemporary workWork at officeLocal areaWeekend work
- A leading financial services firm in Boca Raton is seeking a Registered Client Service Associate to enhance client relationships through active communication. The ideal candidate will assist clients in accessing firm services and maintaining client accounts while having...
- ...Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play... ...primary point of contact for banking products and services through... .... This role offers a clear platform for career growth for... ...and the management of complex client needs Demonstrate risk excellence...PlatformTemporary workWork experience placementImmediate start
- ...closing and other input on the Bank loan origination... ...largest bank in North America by branches/stores. Every day, we strive to... ...committed to being a leader in client experience, that is why we believe... ...access to an online learning platform and a variety of mentoring programs...PlatformWork at officeLocal areaWork from homeFlexible hours
$34.1k - $49.38k
...100% travel within a designated market area, focusing on delivering excellent customer service and assisting with both teller and platform responsibilities. Candidates should have a minimum of 3 years of retail sales experience and strong communication skills. The position...PlatformFull time$18 - $22.21 per hour
...Overview Travel Universal Banker United Community Bank is looking for a full-time Travel Universal Banker. As a... ...trained to provide service for both the teller and platform responsibilities at our branch locations. In addition to assisting with everyday transactions...PlatformFull timeLocal areaRemote workFlexible hours- ...Competitive base salary plus additional incentive structure ~ Clinical platform and workflow: Mosaic LOCAL PRACTICE AND COMMUNITY OVERVIEW... ...Messages: Radiology Partners will never request payment, banking, financial or personal information such as a driver's license...PlatformWork experience placementLocal areaRemote workRelocation packageMonday to FridayDay shift
$135k - $190k
...of one of the industry's most respected platforms. Your leadership will be critical in maintaining... ...II’s standard of technical excellence, client service, and operational integrity.... ...client contacts, auditors, lawyers, and banking personnel Lead, direct, and coach team...PlatformWork at officeRemote work2 days per week- ...global private markets fund administration platform servicing institutional investment... ...Director to oversee accounting operations and client relationships for private equity and credit... ...with: Auditors Legal counsel Banking partners Internal teams Lead client meetings...Platform
- ...relationships with high value and opportunity clients. Key responsibilities include supporting... ...Solutions, Treasury, and Business Banking to increase small business opportunities... ...products and services. Familiarity with CRM platforms and other banking systems. Desired...PlatformTemporary workWork experience placementShift workDay shift
- ...you must be at least 18 years of age. Bank of America employees are required to meet... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... ...combined power of the Merrill investment platform and Bank of America banking capabilities....PlatformShift workDay shift
- ...allow us to be a force of good in supporting our communities, our clients, and the environment. Benefits of working with TP include:... ..., Florida location. Your Responsibilities As a Banking Customer Service Representative, your main responsibility is to...Local areaShift work
- ...implement scalable, sustainable solutions aligned with long-term platform health Partner with functional stakeholders to translate... ...including Financial Accounting , Expenses , Business Assets , and Banking & Settlement NICE TO HAVES Experience with Workday Accounting...PlatformContract workWork at officeRemote workVisa sponsorshipWork visaFlexible hoursShift work
- ...Competitive base salary plus additional incentive structure ~ Clinical platform and workflow: Mosaic ~80% IR with approx. 20% diagnostic ~... ...Messages: Radiology Partners will never request payment, banking, financial or personal information such as a driver's license...PlatformWork experience placementLocal areaRelocation packageNight shiftAfternoon shift
- ...LRP Media Group in Boca Raton, FL seeks a candidate proficient in relationship building and customer service to manage banking products effectively. Responsibilities include responding to customer needs, managing transactions, and ensuring compliance with banking regulations...
- ...Business Banking Relationship Manager - Boca Raton, FL Boca Raton, Florida To proceed... ...Growth and delivering for our clients, teammates, communities and shareholders... ...products and services Familiarity with CRM platforms and other banking systems Desired Qualifications...PlatformTemporary workWork experience placementWork at officeShift workDay shift
- ...Registered Wealth Management Client Associate Boca Raton, Florida To proceed with... ...least 18 years of age. Acknowledge ( Bank of America employees are required to meet... ...adapt to new information and technology platforms Desired Qualifications: Has experience...PlatformSeasonal workWork at officeWork from homeShift workDay shift
$36.7k - $61.3k
...match and an Employee Share Purchase Plan • Wellbeing: Wellness platform with incentives, Headspace app subscription, Employee... ...asking for money or personal information. We never request money or banking details from job applicants. Learn more about spotting and avoiding...PlatformContract workTemporary workWork at officeLocal area
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