Senior Private Client Relationship Director

Flagstar; 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

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.