Associate Relationship Manager

Flagstar Bank•New York, NY

1d•$61,073 - $107,489

About The Position

The Associate Relationship Manager builds and maintains client relationships and provides a high level of customer service and support. This business development role supports the Private Client Group by assisting clients and supporting business development activities. The position partners with teammates and key product partners to provide service to clients. The role responds to client account inquiries and requests, researches and addresses issues, and may coordinate with other departments. It acts as a liaison to the Private Client Services group for transaction requests; supports new business development, client onboarding, sales preparation, prospect outreach, proposals, pitch books, and prospect list management; and reviews daily customer and risk reports. The Associate Relationship Manager may market or cross-sell products and services in response to customer needs, monitors KYC/AML compliance and reports findings, and maintains the integrity of customer account information. The role also completes special projects and other assigned duties, adheres to applicable compliance requirements and training, and uses independent judgment to make decisions and resolve problems.

Requirements

High school diploma or equivalent (GED, HiSET, TASC, or foreign equivalent).
At least 2 years of related experience in banking in a commercial environment.
Experience with financial products, services, and compliance.
Experience with KYC/AML.
Excellent interpersonal and customer service skills and a proactive approach to customer relationship management.
Ability to work independently and make independent decisions.
Good time management skills.
Ability to communicate clearly, collaborate proactively, build effective stakeholder relationships, and apply cross-functional insights.
Ability to identify client needs and deliver tailored solutions that enhance the client experience.
Ability to support a positive work culture and productive work environment.
Moderate physical exertion and stamina, such as standing, sitting, walking, driving, or infrequent lifting.

Nice To Haves

At least 1 year of experience in a similar role.

Responsibilities

Respond to client inquiries and account requests; analyze and research client issues and coordinate with other departments as needed.
Act as a liaison to the Private Client Services group for transaction requests.
Support development of client relationships and business development for new Private Client Group business, including identifying client needs and onboarding new clients.
Support sales efforts through pre-call planning, prospect outreach and marketing materials, client proposals, pitch books, and prospect list management.
Oversee daily customer and risk reports, including new account, significant activity, significant change, large deposit, detailed transaction, Oasis, and month-end reports.
Market or cross-sell products and services as appropriate to customer needs.
Understand KYC/AML compliance requirements, monitor and report findings, and maintain accurate customer account information.
Use independent judgment and discretion to make decisions and analyze and resolve problems.
Perform special projects and other assigned duties and responsibilities.
Adhere to regulatory and compliance policies and standards, complete required compliance training, and comply with applicable federal, state, and local laws and regulations.