Private Client Office Relationship Director, SVP

Flagstar Bank; San Francisco (CA); On-site; USD 117,000 - 193,000; Full time

Job summary

Flagstar Bank is seeking a Private Client Office Relationship Director, SVP in San Francisco to drive business development with high net worth individuals and businesses. The role focuses on onboarding and managing relationships to maximize satisfaction and referrals, with extensive networking and COI engagement.

Key duties include meeting clients, pursuing opportunities, and coordinating with product experts to tailor wealth solutions.

Qualifications

• Deal with affluent private banking clients and business development activities.
• Proactively network and set appointments to grow the client base.
• Provide elite service with follow-up and cross-sell opportunities.

Responsibilities

• Acquire and deepen affluent client relationships through ongoing business development and relationship management.
• Understand Flagstar Private Bank offerings and coordinate with specialists to deepen client relationships.
• Analyze client issues with the PCO Bankers and escalate sensitive matters appropriately.
• Collaborate across internal teams to deliver customized solutions.

Skills

Networking

Business development

Relationship management

Affluent clients

Education

Undergraduate degree

Job description

Position Title

Private Client Office Relationship Director, SVP

Location

San Francisco, CA 94104

Job Summary

The Private Client Office Relationship Director is responsible for driving results with prospective high net worth individuals and businesses through significant business development activities. Additionally, the role will professionally manage onboarded client relationships to maintain the highest levels of satisfaction, earn additional business and quality referrals. Expected activities including but not limited to: internal and external prospect and client meetings, networking events, working with COI’s, outreach activities, etc.

Pay Range: $117,185 – $155,270 – $193,355

Job Responsibilities

• Acquiring and deepening affluent client relationships through dedicated and consistent business development and relationship management activities.
• Possess a deep understanding of Flagstar Private Bank’s consumer and business product offerings, as well as broader capabilities across all LOBs at Flagstar Bank. Ability to comprehend individual financial situations and introduce appropriate bankers and subject matter experts as needed, with the intention of deepening relationships. Anticipate opportunities and challenges pro-actively in all situations.
• Analyze and resolve issues for clients, leveraging PCO Bankers and internal subject matter experts when appropriate, and escalating any sensitive matters as needed.
• Culture carrier; in every internal and external relationship, work to collaborate on, deliver and follow-up on customized solutions.

ADDITIONAL ACCOUNTABILITIES

• Use independent judgement, experience and discretion to make decisions.
• Team subject matter expert in all Private Bank deposit and credit products, as well as wealth management solutions.
• Perform special projects, and additional duties and responsibilities as required.
• Adhere to regulatory and compliance policies and standards linked to the job as listed and complete required compliance training. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
• Acts as the backup point of contact for the Private Bank office and facilities.

JOB REQUIREMENTS

Required Qualifications

• Education level required: Undergraduate Degree (4 years or equivalent).
• Minimum experience required : 5 Years experience working in business development with affluent clients in Private Banking or Wealth Management.

Job Competencies

• Ability to analyze and provide financial service solutions to individual and business private banking clients.
• Adept at networking, outreach and setting appointments.
• Skilled in working with Centers-of-Influence.
• Provide elite service level, complete with follow-up after initial interactions.
• Multi-tasking required.
• Exceptional calendar and time management required.

Flagstar is an Equal Opportunity Employer

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