Private & Commercial Client Services Team Lead

Flagstar Bank; Newport Beach (CA); On-site; Full time

Job summary

A leading bank is seeking a Private & Commercial Client Services Team Lead based in Newport Beach, CA. The role involves managing the client services team and ensuring regulatory compliance across all operations. Candidates should have a Bachelor's degree and at least five years of banking management experience, possessing strong communication and problem-solving skills.

Benefits

Medical and dental insurance

Vision insurance

Disability insurance

Comprehensive leave program

Qualifications

• Minimum five years’ relevant banking and management experience.
• Knowledge of commercial and consumer banking regulations.
• Proficient in banking products, transactions, and client service.

Responsibilities

• Manage day-to-day operations and client services team functions.
• Provide training and monitor transaction processes.
• Ensure adherence to policies, procedures, and compliance.

Skills

Communication

Problem Solving

Client Service

Education

Bachelor’s degree in Business, Finance, or Marketing

Tools

MSWord

Excel

FIS

Job description

Private & Commercial Client Services Team Lead page is loaded

Private & Commercial Client Services Team Lead

Apply locations Newport Beach/100 Bayview Circle/114053 time type Full time posted on Posted Yesterday job requisition id 17751

Position Title

Private & Commercial Client Services Team Lead

Location

Newport Beach, CA 92660

Job Summary

The Private & Commercial Client Services Lead is responsible for managing the day-to-day operations and client services team functions for all Private Bank Client transactions needs, across all Commercial and Consumer Products. Ensures that all operations and transactions of the department are consistent with established policies and procedures and that all regulatory adherence requirements are achieved. Responsible for the maintenance and supervision of all departmental workflows, including proactively coordinating, managing and monitoring operations by administering and enforcing all policies, procedures and activities as required. This role will oversee a regional team and provide leadership support to the Private Bank Client Servicing team and will may interact with leadership within the Private Client Group.

Pay Range: $30.78 - $40.01 - $49.25

Job Responsibilities:

• Provide training to the associates regarding departmental policies and procedures executes, monitors, tracks and reviews all departmental transactional processing for the Private Client Groups (e.g., wire transfers, book transfers, etc.).
• Performs internal review of all workflows to ensure adherence to Bank standards and ensures that department functions are compliant and in order as required.
• Assist managing to the operational plans and identifies operational issues that require follow-up or investigation.
• Assist managing day to day inbox workflow and observe the service team to ensure superior client service is delivered.
• Approves certain departmental transactions within predetermined authorized limits.
• Assists in the development of strategic plans for operational activity by conducting periodic internal reviews or audits to ensure that compliance and functional procedures are followed.
• Assesses compliance or operational risks and assists leadership in developing risk management strategies.
• Communicates with internal and external customers to resolves routine problems and issues. Answers inquires and provides information to customers by telephone, mail, email or in person on various accounts and other bank services.
• Disseminates written policies and procedures related to operational activities and conducts periodic training when needed for all staff members.

ADDITIONAL ACCOUNTABILITIES

• Performs special projects, and additional duties and responsibilities as required.
• Where applicable and when performing the responsibilities of the job, employees are accountable to maintain Sarbanes-Oxley compliance and adhere to internal control policies and procedures.
• Will provide detailed servicing and support across Commercial and Consumer accounts and products requiring knowledge of both servicing SLA’s, product details and applicable regulatory requirements.

JOB REQUIREMENTS:

Required & Preferred Qualifications:

• Bachelor’s degree in Business, Finance, or Marketing is preferred.
• Minimum five years’ relevant banking and management experience.

Job Competencies:

• Detailed knowledge of Commercial and Consumer products and processes.
• Detailed knowledge of consumer banking regulations including Reg CC, Reg E, OFAC.Knowledge of all banking transactions – wires (international and domestic), deposits, withdrawals, Official Checks, etc.
• Understands different banking products or cash management needs of clients.
• Extensive knowledge of Bank products, policies and procedures, regulatory and compliance requirements.
• Proficient in MSWord, Excel, DNA, PayPlus and FIS experience preferred.
• Excellent verbal, written and interpersonal skills.
• Excellent customer service skills (ECET Model).
• Strong problem-solving skills.
• Ability to manage and coach staff.
• Ability to travel occasionally within the NY/NJ area.

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

About Us

Who We Are

Flagstar Bank is a diversified consumer and commercial bank grounded in building relationships to meet clients where they are on their financial journeys.

Our History

Our parent company, New York Community Bancorp, Inc., is based in Hicksville, NY, and has $116.3 billion in assets, $85.6 billion in loans, $81.4 billion in deposits, and $10.8 billion in total stockholder equity. We are a leading regional bank with 420 banking branches, 134 private client banking teams, wholesale lending via approximately 3,000 third-party originators, retail mortgage lending, multifamily lending, mortgage servicing, and subservicing. We’re also the second largest mortgage warehouse lender nationally based on total commitments. Flagstar has strong footholds in the Northeast and Midwest and exposure to high-growth markets in the Southeast and West Coast.

What We Do

We are driven by our commitment to partner with our clients to set and reach goals together, helping them to take charge and thrive.