Associate Relationship Manager

About the role

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 support the Private Client Group. Partners with teammates and key product partners to ensure the highest level of service to clients.

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, including identifying client needs and effectively onboarding new clients.
• Acts as a bridge between the organization and clients.
• Provides support for group sales efforts with activities such as pre-call planning, overseeing marketing materials as part of prospect outreach, client proposals, pitch books, and managing prospect lists.
• Oversees daily customer and risk reports, including new account reports, significant activity, significant change, large deposit, detailed transaction reports, Oasis, and month-end reports.
• Markets and cross-sells 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.
• Performs other duties as assigned, including special projects and additional responsibilities as required.
• Consistently adheres to regulatory and compliance policies and standards linked to the job and completes required compliance trainings.
• Accountable to maintain compliance with applicable federal, state, and local laws and regulations.
• Uses independent judgement and discretion to make decisions and analyze and resolve problems.

Requirements

• High School diploma or equivalent (GED, HiSET, TASC) or foreign equivalent.
• Minimum of 2+ years of related experience in banking in a commercial environment.
• Experience with financial products, services, and compliance.
• Experience with KYC-AML.

Preferred Qualifications

• 1+ years in a similar role.

Skills

• Excellent interpersonal and customer service skills.
• Proactive approach to customer relationship management.
• Ability to work independently and make independent decisions.
• Good time management skills.
• 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 the importance of effective relationships with customers and stakeholders.

Physical Demands

The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving, or infrequent lifting.

Pay

Pay Range: $61,073.25 - $107,489.00

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. Detailed information about benefits.