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Senior Client Associate

3 months ago

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

Location
Long Island City/ rd Street/114013

Job Summary
The Senior Client Associate Officer provides personalized banking services to financial institution customers.

Pay Range: $ $ $55.13

Job Responsibilities:
  • Greets clients and potential clients to maintain goodwill and gain additional business.
  • Opens new accounts, performs maintenance and servicing to existing accounts.
  • Ensures completeness of loan documentation on new account set-up (Personal Lines of Credit, Reserve LOC); may assist with other loan product documentation. Responds to client inquiries and requests regarding accounts.
  • Coordinates and assists back-office personnel in resolving credit problems, delinquent payment issues, and other related affairs.
  • Oversees accuracy of inputted data with regard to various systems and the written documentation.
  • Provides ongoing relationship servicing with current clients to maintain goodwill, including responding to client inquiries and requests regarding accounts.
  • Completes Private Client Group operational tasks including invoice payment, private client group daily and monthly reports, monthly audits, etc.
  • Monitors general ledger, wire transfers and documentation requirements to ensure accuracy and prevent fraud. Assists in processing wire transfers.
  • Promotes and cross-sells other products and services as appropriate to client requirements.
    Job Requirements:
    • High school diploma or general education degree (GED)
    • Minimum of 3 years of related banking experience
    • Banking in a commercial bank environment
    • Financial products, services, compliance (KYC-AML)
    • Strong interpersonal and communication skills
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