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Senior Banking Client Consultant

2 months ago


White Plains, New York, United States Flagstar Bank Full time

Position Overview:

The Senior Client Associate plays a pivotal role in providing outstanding banking solutions to clients of financial institutions.

Key Responsibilities:

  • Greet clients and prospective clients to cultivate strong relationships and drive new business opportunities.
  • Handle account setup, maintenance, and service requests for both new and existing clientele.
  • Ensure accurate documentation for various lending products and assist in resolving credit and payment concerns.
  • Maintain data integrity across multiple platforms and records.
  • Deliver continuous support to clients by addressing inquiries and fulfilling requests.
  • Execute operational duties for the Private Client Group.
  • Monitor transactions and documentation to mitigate fraud risks.
  • Encourage the adoption of additional products and services as appropriate.

Qualifications:

  • High school diploma or equivalent.
  • A minimum of 3 years of experience in the banking sector.
  • Familiarity with financial products, services, and regulatory compliance.
  • Excellent interpersonal and communication abilities.