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Senior Client Associate - Officer

Flagstar Bank
Pepper Pike, USA
Closing date
Jul 18, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Position Title
Senior Client Associate - Officer

Woodmere/923 Broadway/114012

Job Summary
The Senior Client Associate Officer provides personalized banking services to financial institution customers.

Pay Range: $30.00 - $42.57 - $55.13

Job Responsibilities:

Job Description

  • 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.

  • 5 years of commercial banking experiences
  • High school diploma or general education degree (GED
  • Knowledge of KYC-AML required
  • Knowledge of financial products and services required
  • Knowledge of rent securities preferred
  • Strong communication skill set

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