Associate Relationship Manager

Flagstar Bank; New York; On-site; USD 61,000 - 107,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Leave program

Job summary

Flagstar Bank in New York, NY, is seeking an Associate Relationship Manager to build and maintain client relationships within Private Client Group, ensuring top-tier service and support. This business development role partners with teammates and product partners to deliver exceptional client experiences.

The role requires 2+ years in banking, knowledge of financial products and compliance, and an ability to work independently while collaborating across functions to support sales and service

Qualifications

• 2+ years of related experience in banking in a commercial environment.
• Experience with financial products, services and compliance.
• Experience with KYC/AML.

Responsibilities

• Responds to client inquiries and requests regarding accounts.
• Analyzes client issues and researches to respond accordingly; may coordinate with other departments as needed.
• Acts as liaison to Private Client Services (PCS) group for transaction requests.
• Assists with the development of client relationships: supports business development efforts for new PCG business.
• Identify client needs and effectively onboarding new clients.
• Acts as bridge between the organization and clients.
• Supports group sales efforts with pre-call planning and prospect outreach, client proposals, pitch books, and managing prospect list.
• Oversees daily customer and risk reports including new account reports and activity.

Skills

Interpersonal skills

Customer service

Independent decisions

Time management

Stakeholder relationships

Enterprise alignment

Client relationship building

Education

High school diploma

Job description

Position Title

Associate Relationship Manager

Location

New York, NY 10018

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 responsible for business development activities that supports the Private Client Group. Partners with teammates and key product partners to ensure to ensure the highest level of service to clients.

Job Responsibilities

• Responds to client inquiries and requests regarding accounts.
• Analyzes client issues and researches to respond accordingly; may coordinate with other departments as needed.
• Acts as liaison to Private Client Services (PCS) group for transaction requests.
• Assists with the development of client relationships: supports business development efforts for new PCG business.
• This role includes identifying client needs, effectively onboarding new clients.
• Acts a bridge between the organization and clients.
• Provides support group sales efforts with activities such pre-call planning, overseeing marketing materials as part of prospect outreach, client proposals, pitch books, overall managing prospect list.
• Oversight of daily customer & risk reports including new account reports, significant activity, significant change, large deposit, detailed transaction report, Oasis and month-end reports.
• Will market/cross-sell other products and services as appropriate to customer needs.
• Understands compliance requirements around KYC/AML laws and monitors and reports findings appropriately.
• Ensures data integrity for all customer account information.
• Other duties as assigned.
• Uses independent judgement and discretion to make decisions.
• Analyzes and resolves problems.

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: 2+ Years of related experience in banking in a commercial environment.

Experience with financial products, services and compliance.

Experience with KYC-AML.

Preferred Qualifications

Minimum experience required: 1+ years in similar role.

Job Competencies

• Excellent interpersonal, customer service, proactive approach to customer relationship management.
• Ability to work independently and make independent decisions.
• Good time management skills.
• 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.

Benefits

Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program.

Pay Range

$61,073.25 - $107,489.00

Flagstar Bank, N.A.

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.

Equal Opportunity Employer

Flagstar is an Equal Opportunity Employer - Vets/Disabled

Flagstar Bank is committed to ensuring that you can successfully engage in our recruiting process.

Equal Opportunity Employer For more Information: EEOC_KnowYourRights Member FDIC/Equal Housing Lender