Private Client Relationship Associate

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

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