Senior Client Associate - Officer at Flagstar Bank, N.A. in Jericho, New York

Job Description:

Position Title
Senior Client Associate - Officer

Location
NY / Jericho

Job Summary
Provides personalized banking services to financial institution customers.

Pay Range: $30.00 - $42.57 - $55.13

Job Responsibilities:

• Analyzes client issues and researches to respond accordingly; may coordinate with other departments as needed.


• Will market/cross-sell other products and services as appropriate to customer needs.


• Handles all operational issues on team, including audit request and reviews.


• Responsible for reconciliation of general ledgers, and ensuring compliance with wire transfers policies and requirements.


• Reviews various reports including new account reports, check fraud, significant activity, significant change, large deposit, detailed transaction report and month-end reports.


• Respond to client issues with basic bank products and more complex products such as Cash Management and commercial loans.


• May conduct client visits, either with another team member or alone.


• May make risk-based decisions pertaining to client transactions.


• May handle decisions on overdrafts, up to credit authority.


• Responds to client inquiries and requests regarding accounts.

Job Requirements

• High school diploma or general education degree (GED)


• Minimum 5 years related banking experience in a similar role


• Banking experience in a commercial bank environment


• Financial products, services, compliance, KYC-AML


• Strong interpersonal and customer service skills


• Ability to make independent decisions and manage time effectively

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