Private & Commercial Client Services Associate
4 days ago
Private & Commercial Client Services Associate
Location
New York, NY 10018
Job Summary
The Private & Commercial Client Services Associate is responsible for providing Clients with high quality, prompt, and professional financial services and transactions support in accordance with the rules, regulations and guidelines of the bank. Processes a variety of Client service transactions, needs and support. Participates in the development of client relationships, across all products and services the bank offers and services as appropriate. Participates in operations functions of the department. Provides routine support to Private Bank Client Groups as needed.
Pay Range: $20.01 - $32.17
Pay Range: Local Minimum Wage - $0.00 - $0.00
Job Responsibilities:
- All of the functions are required for both Commercial and Consumer products and processes
- Understanding regulatory requirements and processes for Consumer and commercial are required to be followed and adhered to for risk and control purposes.
- Tracks and executes departmental transactions, including wire transfers, book transfers, and deposits in accordance with Bank standards and procedures.
- Processes and handles various transactions including adjustments, corrections, recoveries, reports, general ledger entries, ATM/Visa maintenance and claims, Deceased Depositor and Dormant accounts, forgery claims, fee reversals, Federal Reserve adjustment requests, stop payments, bank and certified checks, lost passbooks and checkbooks.
- Verifies and processes all types of interest calculations, adjustments and early withdrawal penalties.
- Processes and reviews changes and corrections to customer information in computer system and in the customer files.
- Processes (under dual control) mail items.
- Communicates with customers and resolves routine problems and issues. Answers inquires and provides information to customers by telephone, mail, email or in person on various accounts and other bank services.
- Assists in performing internal reviews of all assigned workflows to ensure adherence to Bank standards, and ensures that department functions are compliant and in order as required.
- Completes daily check reviews, new account documentation reviews, and BSA request responses.
- Performs special projects, and additional duties and responsibilities as required.
- Where applicable and when performing the responsibilities of the job, employees are accountable to maintain Sarbanes-Oxley compliance and adhere to internal control policies and procedures.
- Will provide detailed servicing and support across Commercial and Consumer accounts and products requiring knowledge of both servicing SLA's, product details and applicable regulatory requirements.
Required Qualifications:
- High School Diploma, GED or Foreign Equivalent.
- 3+ Years related banking experience preferably in a retail environment.
- Knowledge of Bank policies, procedures and products.
- Knowledge of PayPlus wire system
- Computer literate with proficiency in Microsoft Word and Microsoft Excel, Commercial and Consumer operational systems including DNA, Nautilus, and Dove Tail.
- Strong organizational skills.
- Excellent customer service skills.
- Excellent verbal, written and interpersonal communication skills.
- Ability to travel occasionally to branches and client locations within the NY Metropolitan area.
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
-
Private Client Service Associate
2 days ago
New York, NY, United States Capital Group Full time“I can succeed as a Private Client Service Associate at Capital Group.” As the Private Client Service Associate, you are responsible for serving as a point of client contact by managing client inquiries via email inbox and telephone calls. You will act as a liaison between Practice and centralized operations teams, monitoring completion of activities...
-
Private Client Service Associate
8 hours ago
New York, NY, United States Capital Group Full time“I can succeed as a Private Client Service Associate at Capital Group.” As the Private Client Service Associate, you are responsible for serving as a point of client contact by managing client inquiries via email inbox and telephone calls. You will act as a liaison between Practice and centralized operations teams, monitoring completion of activities...
-
New York, NY, United States Flagstar Bank Full timePosition Title Commercial & Private Bank Compliance Risk & Controls Associate Location New York, NY 10018 Job Summary The Commercial & Private Bank Compliance Risk & Controls Associate will play an integral role in the design, buildout, transformation and implementation of a Compliance risk management framework as well as advise and oversee business lines...
-
Private Client Services Associate
1 week ago
New York, NY, United States Advocates Legal Recruiting Full timeJob Description Private Client Services Associate - Junior to Mid-Level New York Search conducted for a top-tier AmLaw 100 firm known for its elite Private Client practice. Our AmLaw 100 client's Private Client Services group advises high-net-worth individuals, family offices, and closely held businesses on complex estate and tax planning matters. This team...
-
New York, NY, United States Flagstar Bank Full timePosition Title Commercial & Private Bank Business Risk & Controls- Risk Reporting Associate Location Nationwide, MI 48098 Job Summary The Commercial & Private Bank Business Risk & Controls-Risk Reporting Associate will help to design and produce periodic risk reporting for Division leadership. In this 1st Line of Defense (1st LOD) role, the candidate will...
-
New York, NY, United States Flagstar Bank Full timePosition Title Commercial & Private Bank Business Risk & Controls- Risk Reporting Associate Location Nationwide, MI 48098 Job Summary The Commercial & Private Bank Business Risk & Controls-Risk Reporting Associate will help to design and produce periodic risk reporting for Division leadership. In this 1st Line of Defense (1st LOD) role, the candidate will...
-
New York, NY, United States Flagstar Bank Full timePosition Title Commercial & Private Bank Business Risk & Controls- Risk Reporting Associate Location Nationwide, MI 48098 Job Summary The Commercial & Private Bank Business Risk & Controls-Risk Reporting Associate will help to design and produce periodic risk reporting for Division leadership. In this 1st Line of Defense (1st LOD) role, the candidate will...
-
Tax Senior Associate
4 days ago
New York, NY, United States EisnerAmper Full timeJob Description At EisnerAmper, we are on the lookout for innovative individuals ready to make a meaningful impact in the world of accounting and advisory services. Whether you are starting your career or are a seasoned professional, the EisnerAmper experience is unmatched, providing you with the tools and autonomy to craft a rewarding career. EisnerAmper is...
-
Senior Tax Associate
1 week ago
New York, NY, United States EisnerAmper Full timeAt EisnerAmper, we seek innovative individuals who are ready to make a meaningful impact. Whether you are launching your career or advancing as a seasoned expert, EisnerAmper offers a unique experience. You can shape a fulfilling career, leveraging the tools we provide to achieve your goals with autonomy and support. EisnerAmper is on the lookout for a Tax...
-
Senior Tax Associate
1 week ago
New York, NY, United States EisnerAmper Full timeAt EisnerAmper, we seek innovative individuals who are ready to make a meaningful impact. Whether you are launching your career or advancing as a seasoned expert, EisnerAmper offers a unique experience. You can shape a fulfilling career, leveraging the tools we provide to achieve your goals with autonomy and support. EisnerAmper is on the lookout for a Tax...
