Associate Relationship Manager
At a glance
Mid-level Account Management role at Flagstar Bank, N.A. Jericho/100 Jericho Quadrangle/114021 · full-time · $61,073–$107,489 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Answer client account questions, investigate issues, and involve other departments when resolution requires it
- Coordinate transaction requests with Private Client Services and help bring new clients onboard
- Support prospecting through pre-call preparation, outreach materials, proposals, pitch books, and list management
- Review daily customer and risk reports, including new-account, activity, deposit, transaction, Oasis, and month-end reports
- Identify relevant customer needs, recommend additional products, and monitor KYC-AML findings and account data accuracy
What you bring
- A high school diploma, equivalent credential, or foreign equivalent is required
- At least two years of related banking experience in a commercial setting
- Working knowledge of financial products, services, compliance, and KYC-AML requirements
- Strong customer service and relationship-building skills, with clear communication and proactive collaboration
- You can work independently, make sound decisions, and manage competing time demands
Who this fits
You will suit a client-facing banking role combining relationship support, business development, account research, and compliance work. The position is based in Jericho, New York and includes standing, sitting, walking, driving, and occasional lifting. You will need to exercise independent judgment while coordinating with Private Client Services, product partners, and other departments.
From the employer
Position Title
Associate Relationship Manager
Location
Jericho, NY 11753
Job Summary
The Associate Relationship Manager is responsible for building and maintaining client relationships ensuring the highest level of customer service and support. This is a business development role providing client support and responsible for business development activities that supports the Private Client Group. Partners with teammates and key product partners to ensure to ensure the highest level of service to clients.
Job Responsibilities:
JOB RESPONSIBILITIES
- Responds to client inquiries and requests regarding accounts. Analyzes client issues and researches to respond accordingly; may coordinate with other departments as needed. Acts as liaison to Private Client Services (PCS) group for transaction requests.
- Assists with the development of client relationships: supports business development efforts for new PCG business. This role includes identifying client needs, effectively onboarding new clients. Acts a bridge between the organization and clients.
- Provides support group sales efforts with activities such pre-call planning, overseeing marketing materials as part of prospect outreach, client proposals, pitch books, overall managing prospect list.
- Oversight of daily customer & risk reports including new account reports, significant activity, significant change, large deposit, detailed transaction report, Oasis and month-end reports. Will market/cross-sell other products and services as appropriate to customer needs.
- Understands compliance requirements around KYC/AML laws and monitors and reports findings appropriately. Ensures data integrity for all customer account information. Other duties as assigned.
- Uses independent judgement and discretion to make decisions.
- Analyzes and resolves problems.
ADDITIONAL ACCOUNTABILITIES
- Performs special projects, and additional duties and responsibilities as required.
- Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
JOB REQUIREMENTS
Required Qualifications:
- Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
- Minimum experience required: 2+ Years of related experience in banking in a commercial environment.
- Experience with financial products, services and compliance.
- Experience with KYC-AML.
Preferred Qualifications:
- Minimum experience required: 1+ years in similar role.
Job Competencies:
- Excellent interpersonal, customer service, proactive approach to customer relationship management.
- Ability to work independently and make independent decisions.
- Good time management skills.
- Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.
- Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.
- Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders.
- Physical demands (ADA): The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting.
Flagstar is an Equal Opportunity Employer
We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. 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
Pay Range
$61,073.25 - $107,489.00Not this one either?
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