Senior Client Associate

2 months ago


New York, New York, United States Flagstar Bank Full time
Position Title
Senior Client Associate - Officer

Location
New York/1400 Broadway/114025

Job Summary
Provides personalized banking services to financial institution customers.

Pay Range: $ $ $55.13

Job Responsibilities:
  • Analyzes client issues and researches to respond accordingly; may coordinate with other departments as needed.
  • Will market/cross-sell other products and services as appropriate to customer needs.
  • Handles all operational issues on team, including audit request and reviews.
  • Responsible for reconciliation of general ledgers, and ensuring compliance with wire transfers policies and requirements.
  • Reviews various reports including new account reports, check fraud, significant activity, significant change, large deposit, detailed transaction report and month-end reports.
  • Respond to client issues with basic bank products and more complex products such as Cash Management and commercial loans.
  • May conduct client visits, either with another team member or alone.
  • May make risk-based decisions pertaining to client transactions.
  • May handle decisions on overdrafts, up to credit authority.
  • Responds to client inquiries and requests regarding accounts.
    Job Requirements
    • High school diploma or general education degree (GED)
    • Minimum 5 years related banking experience in a similar role
    • Banking experience in a commercial bank environment
    • Financial products, services, compliance, KYC-AML
    • Strong interpersonal and customer service skills
    • Ability to make independent decisions and manage time effectively
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