Private Client Office Banker, Operations Specialist

Flagstar Bank • San Francisco, CA

7d • Onsite

About The Position

The Private Client Office Banker, Operations Specialist is responsible for managing the experience for clients and prospects through all delivery channels within a Private Client Office. This role will provide white-glove service during each interaction, including, but not limited to service requests, inquiries, appointments and transactions. Additionally, this role is expected to lead and educate the PCO team in all operational areas including, risk, compliance and policies and procedures.

Requirements

• Undergraduate Degree (4 years or equivalent)r or commensurate experience.
• 5+ Years experience working with affluent clients, preferred in Private Banking.
• 3+ Year in operational environment, preferred in financial services.
• Ability to analyze and provide financial service solutions to individual and business private banking clients.
• Provide elite service level, complete with follow-up after initial interactions.
• Multi-tasking required.
• Ability to influence the team and liaise with audit partners.
• Exceptional calendar and time management required.

Nice To Haves

• preferred in Private Banking
• preferred in financial services

Responsibilities

• Provide customized and elite service levels to clients and prospects in person, via e-mail and over the phone.
• Perform all teller transaction and service requests from clients, including any PCG clients who visit the office.
• Ensure PCO adherence to all internal policies and procedures and compliance.
• Manage risk and client and employee safety.
• Possess a deep understanding of Flagstar Private Bank’s consumer and business product offerings, as well as broader capabilities across all LOBs at Flagstar Bank.
• Ability to comprehend individual financial situations and introduce appropriate bankers and subject matter experts as needed, with the intention of deepening relationships.
• Anticipate opportunities and challenges pro-actively in all situations.
• Analyze and resolve issues for clients, leveraging internal subject matter experts when appropriate, and escalating any sensitive matters as needed.
• Culture carrier; in every internal and external relationship, work to collaborate on, deliver and follow-up on customized solutions.
• Use independent judgement, experience and discretion to make decisions.
• Perform special projects, and additional duties and responsibilities as required.
• Educate the PCO team on regulatory and compliance policies and standards linked to the job as listed and complete required compliance training.
• Accountable to maintain compliance with applicable federal, state and local laws and regulations.
• Front line private banker who handles routine banking transaction and customer interactions.
• Main responsibilities include: cash handing: depositing and withdrawing cash, cashing checks and handlings other customer requests.
• Acts as the point of contact for the Private Bank office and facilities.
• Ensures that security and compliance through following protocols to detect fraudulent transactions and maintain bank’s security.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees