Supports private client relationships through account assistance, issue resolution, onboarding, business development, prospect outreach, sales materials, client proposals, and cross-selling. Monitors customer and risk reports, maintains account data integrity, coordinates transaction requests, and applies KYC/AML compliance requirements. Partners with internal teams and product specialists to deliver strong client service, resolve problems, and support new business development.
Position Title
Associate Relationship Manager
Location
New York, NY 10018
Job 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.
Job Responsibilities:
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.
- Uses independent judgement and discretion to make decisions.
- Analyzes and resolves problems.
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.
- Minimum experience required: 2+ Years of related experience in banking in a commercial environment.
- Experience with financial products, services and compliance.
- Experience with KYC-AML.
Preferred Qualifications:
- Minimum experience required: 1+ years in similar role.
Job Competencies:
- Excellent interpersonal, customer service, proactive approach to customer relationship management.
- Ability to work independently and make independent decisions.
- Good time management skills.
- Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.
- Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.
- Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders.
- 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 - Vets/Disabled
We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. 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
Pay Range
$61,073.25 - $107,489.00Similar Jobs
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