Associate Relationship Manager

Flagstar; New York (NY); On-site; USD 73,000 - 118,000; Full time

Job summary

An established industry player is seeking an Associate Relationship Manager to enhance client relationships and provide exceptional service. This role is pivotal in supporting business development within the Private Client Group, ensuring clients receive tailored support and solutions. The ideal candidate will possess strong interpersonal skills and a solid understanding of compliance requirements, particularly KYC-AML laws. Join a dynamic team where your contributions will directly impact client satisfaction and business growth, all while fostering a collaborative environment that values professional development.

Qualifications

• 1-2 years of related experience in a commercial banking environment.
• Knowledge of financial products and compliance requirements.

Responsibilities

• Build and maintain client relationships, ensuring high-level customer service.
• Support business development efforts and onboard new clients effectively.

Skills

KYC-AML Compliance

Customer Service

Interpersonal Skills

Time Management

Education

High School Diploma

GED/HiSET/TASC

Job description

Position Title

Associate Relationship Manager

Location

Brooklyn, NY 11219

Job Summary

The Associate Relationship Manager is responsible for building and maintaining client relationships, ensuring the highest level of customer service and support. This is a business development role providing client support and engaging in activities that support the Private Client Group. Partners with teammates and key product partners to ensure the highest level of service to clients.

Pay Range: $73,626 - $95,714 - $117,801

Job Responsibilities:

• Respond to client inquiries and requests regarding accounts. Analyze client issues and research responses; coordinate with other departments as needed. Act as liaison to the Private Client Services (PCS) group for transaction requests.
• Assist in developing client relationships: support business development efforts for new PCG business. Identify client needs, onboard new clients effectively, and act as a bridge between the organization and clients.
• Support group sales efforts with activities such as pre-call planning, managing marketing materials for prospect outreach, client proposals, pitch books, and prospect list management.
• Oversee daily customer and risk reports, including new account reports, significant activity, large deposits, detailed transaction reports, Oasis, and month-end reports. Market and cross-sell other products and services as appropriate to customer needs.
• Understand compliance requirements related to KYC/AML laws, monitor and report findings appropriately, and ensure data integrity for all customer account information. 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, plus 1-2 years of related experience.
• Experience in a commercial banking environment.
• Knowledge of financial products, services, and compliance.
• Understanding of KYC-AML requirements.

Preferred Qualifications:

• At least 5+ years of related banking experience in a similar role.

Job Competencies:

• Interpersonal skills, customer service orientation, proactive relationship management.
• Ability to make independent decisions.
• Effective time management.
• Physical demands include moderate exertion such as standing, sitting, walking, driving, or infrequent lifting.

Flagstar is an Equal Opportunity Employer.