Senior Client Associate Floater

Company: Flagstar Bank
Location: Walnut Creek
Posted on: April 17, 2024

Job Description:

JOB SUMMARY Assists Financial Center Manager in maintaining bank operations and supporting Private Client Groups and clients in accordance with all applicable Bank policies and procedures. Extensive traveling to various Financial Centers to assist with staffing.JOB RESPONSIBILITIES

• (45% of time) Back-up to Financial Center Manager. Assists with opening and closing Financial Center; facilities issues, POD scanning, review of teller work, invoice payment FC proof, daily/monthly FC reports, monthly audits, etc. - - - -
• (45% of time) Provides ongoing servicing relationship with clients and responds to inquiries and requests regarding accounts. Assists Private Client Groups with client relationships including wire transfers, new account paperwork, foreign wires, collections etc.
• (5% of time) Assists back office personnel in resolving operational issues, including proof, investigations and wire transfer requests.
• (4% of time) Assists financial center management with a variety of projects.
• (1% of time) Complete ongoing training as required Compliance, HR, etc.
  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: 3+ Years of Teller experience in financial services.
    • 2 years: supervisor in a branch setting, managing tellers, compliance, etc.
    • Must be able to travel to various locations.
    • Experience working in a changing dynamic environment.
      Job Competencies:
      • Knowledge of business accounts and wires.
      • Displays professionalism.
      • Good problem-solving skills.
      • Good interpersonal, verbal and written communication skills.
      • Client service oriented, team player
      • Motivated
      • Ability to work independently with minimal supervision.
      • Ability to maintain positive relationships.
      • Ability to manage multiple projects.
      • Must be able to travel to various locations.
      • Physical demands (ADA): The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting.

Keywords: Flagstar Bank, Salinas , Senior Client Associate Floater, Other , Walnut Creek, California