Associate Relationship Manager - Private Client Services

flagstar; New York (NY); On-site; USD 61,000 - 107,000; Full time

Job summary

Flagstar is seeking an Associate Relationship Manager in New York, NY to build and maintain client relationships and provide high-level service within the Private Client Group. The role collaborates with teammates and product partners to ensure superior client support and successful business development efforts.

With 2+ years in banking, you will handle inquiries, assist onboarding of new clients, support sales activities, and ensure regulatory compliance across KYC/AML requirements while

Qualifications

• Minimum 2+ years of related banking experience.
• 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. 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.

Skills

Customer service

Relationship management

Banking knowledge

KYC-AML

Education

High School Diploma or GED

Job description

Flagstar is seeking an Associate Relationship Manager in New York, NY to build and maintain client relationships and provide high-level service within the Private Client Group. The role collaborates with teammates and product partners to ensure superior client support and successful business development efforts.

With 2+ years in banking, you will handle inquiries, assist onboarding of new clients, support sales activities, and ensure regulatory compliance across KYC/AML requirements while