Associate Relationship Manager

Flagstar Bank; City of White Plains (NY); On-site; USD 73,000 - 118,000; Full time

Job summary

A leading financial institution is seeking an Associate Relationship Manager to enhance client relationships and support business development activities. The role involves ensuring compliance, responding to inquiries, and maintaining high service standards for the Private Client Group.

Qualifications

• 1-2 years of related experience in a commercial banking environment.
• KYC-AML certification or experience is required.

Responsibilities

• Respond to client inquiries and coordinate with departments.
• Support development of client relationships and business.
• Ensure compliance with KYC/AML laws.

Skills

Customer Service

Relationship Management

Compliance

Education

High School diploma or equivalent

Job description

Position Title

Associate Relationship Manager

Location

White Plains, NY 10601

Job Summary

The Associate Relationship Manager is responsible for building and maintaining client relationships, ensuring the highest level of customer service and support. This role involves business development activities supporting the Private Client Group. The associate partners with teammates and key product partners to deliver excellent service to clients.

Pay Range: $73,626 - $95,714 - $117,801
Note: The pay range for local minimum wage is not specified.

Job Responsibilities:

1. Respond to client inquiries regarding accounts, analyze issues, and coordinate with other departments as needed. Act as liaison to Private Client Services (PCS) for transaction requests.
2. Support the development of client relationships and business development efforts for new PCG business. Identify client needs and facilitate onboarding. Serve as a bridge between the organization and clients.
3. Assist with sales activities, including pre-call planning, managing marketing materials, client proposals, pitch books, and prospect lists.
4. Oversee daily customer and risk reports, monitor significant account activities, and market/cross-sell products as appropriate.
5. Ensure compliance with KYC/AML laws, maintain data integrity, and report findings appropriately. Perform other duties as assigned.

ADDITIONAL ACCOUNTABILITIES

• Perform special projects and additional duties as required.
• Adhere to regulatory and compliance policies, complete required trainings, and maintain compliance with applicable laws and regulations.

JOB REQUIREMENTS

Required Qualifications:

• High School diploma or equivalent (GED, HiSET, TASC) or foreign equivalent, with 1-2 years of related experience.
• Experience in a commercial banking environment.
• Knowledge of financial products, services, and compliance.
• KYC-AML certification or experience is required.

Preferred Qualifications:

• Over 5 years of related banking experience in a similar role.

Job Competencies:

• Strong interpersonal and customer service skills, proactive relationship management.
• Ability to make independent decisions and manage time effectively.
• Physical demands include standing, sitting, walking, driving, or infrequent lifting.

Flagstar is an Equal Opportunity Employer.