Position Title
Associate Relationship ManagerLocation
White Plains, NY 10601Job Summary
The Associate Relationship Manager is responsible for building and maintaining client relationships ensuring the highest level of customer service and support. This is a business development role providing client support and responsible for business development activities that supports the Private Client Group. Partners with teammates and key product partners to ensure to ensure the highest level of service to clients.Pay Range: $73,626 - $95,714 - $117,801Pay Range: Local Minimum Wage - $0.00 - $0.00
Job 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.
ADDITIONAL ACCOUNTABILITIES
- Performs special projects, and additional duties and responsibilities as required.
- Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
JOB REQUIREMENTS
Required Qualifications:
- Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent and one to two years of related experience.
- Banking in a commercial bank environment.
- Financial products, services, compliance.
- KYC-AML (required).
Preferred Qualifications:
- Minimum experience required: 5+ Years of related banking experience in a similar role.
Job Competencies:
- Interpersonal, customer service, proactive approach to customer relationship management.
- Make independent decisions.
- Manage time effectively.
- Physical demands (ADA): The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting.
- Flagstar is an Equal Opportunity Employer.
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What We Do
Thank you for visiting Flagstar Bank on LinkedIn, and we look forward to being part of your financial journey. On December 1, 2022, New York Community Bank (NYCB) and Flagstar Bank joined together to become one company. Today, New York Community Bancorp, Inc. is the parent company of Flagstar Bank, N.A., one of the largest regional banks in the country. The company is headquartered in Hicksville, New York. At June 30, 2024, the company had assets of $119.1 billion. We operate over 400 branches across 10 states, including a significant presence in the Northeast and Midwest and locations in high growth markets in the Southeast and on the West Coast. Flagstar Mortgage operates nationally through a wholesale network of approximately 3,000 third-party mortgage originators. We believe in cultivating a diverse, inclusive, and respectful workplace that engages employees, broadens perspectives, and encourages teamwork. We hire people who represent the talents, experiences, backgrounds, and diversity of the communities we serve. Together our goal is to deliver a new energy in banking to our customers, opening new doors for financial and personal success. Customers will have access to a broad spectrum of technology, products and services—all with a shared customer-first approach. Relationships are at the center of all that we do, enhanced by our commitment to delivering local market expertise, personalized solutions, and a long-standing focus on strengthening our communities. Follow us on LinkedIn to stay up to date on news and updates, new hires, community initiatives, access to our collective insights, and banking industry updates that you need to know.
