Associate Relationship Manager

Position Title

Associate Relationship Manager

 

Location

Melville, NY 11747

 

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.

This role will realistically pay a base salary between $73,626 - $90,000, plus annual performance-based bonus, to be determined based on individual qualifications and geographical location.

 

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 reports including new account reports, significant activity, significant change, large deposit, detailed transaction report 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

• Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
• Banking in a commercial bank environment.
• Financial products, services, compliance.
• KYC-AML (required).
• Minimum experience required: 5+ Years of related banking experience in a similar role.
• 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

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