Private Bank Client Services Associate
Company: Flagstar Bank
Location: Beverly Hills
Posted on: May 8, 2024
Job Description:
The Private Bank Client Services Associate is responsible for
providing Clients with high quality, prompt, and professional
financial services and transactions support in accordance with the
rules, regulations and guidelines of the bank. Processes a variety
of Client service transactions, needs and support. Participates in
the development of client relationships, across all products and
services the bank offers and services as appropriate. Participates
in operations functions of the department. Provides routine support
to Private Bank Client Groups as needed. Pay Range: $64,022.43 -
83,229.16 - $102,435.89
- All of the functions are required for both Commercial and
Consumer products and processes.
- Understanding regulatory requirements and processes for
Consumer and commercial are required to be followed and adhered to
for risk and control purposes.
- Tracks and executes departmental transactions, including wire
transfers, book transfers, opening accounts, and deposits in
accordance with Bank standards and procedures.
- Processes and handles various transactions including
adjustments, corrections, recoveries, reports, general ledger
entries, ATM/Visa maintenance and claims, Deceased Depositor and
Dormant accounts, forgery claims, overdraft recovery, fee
reversals, Federal Reserve adjustment requests, stop payments, bank
and certified checks, lost passbooks and checkbooks.
- Verifies and processes all types of interest calculations,
adjustments and early withdrawal penalties.
- Processes and reviews changes and corrections to customer
information in computer system and in the customer files.
- Processes (under dual control) mail items.
- Assists customers with their banking needs including the
opening of accounts and cross selling of bank products and services
as appropriate.
- Communicates with customers and resolves routine problems and
issues. Answers inquires and provides information to customers by
telephone, mail, email or in person on various accounts and other
bank services.
- Monitors daily activity through different reports available on
the bank systems.
- Assists in performing internal reviews of all assigned
workflows to ensure adherence to Bank standards and ensures that
department functions are compliant and in order as required.
- Completes daily check reviews, new account documentation
reviews, and BSA request responses.
- Performs special projects, and additional duties and
responsibilities as required.
- Where applicable and when performing the responsibilities of
the job, employees are accountable to maintain Sarbanes-Oxley
compliance and adhere to internal control policies and
procedures.
- Will provide detailed servicing and support across Commercial
and Consumer accounts and products requiring knowledge of both
servicing SLA's, product details and applicable regulatory
requirements. Job Requirements :
- Education level required: High School / High School Equivalency
(GED, HiSET, TASC) / Foreign Equivalent -
- Minimum experience required: 3+ Years related banking
experience preferably in a retail environment.
- Knowledge of Bank policies, procedures and products.
- Computer literate with proficiency in Microsoft Word and
Microsoft Excel; Commercial and Consumer operational systems
including DNA, Nautilus, and Dove Tail.
- Strong organizational skills.
- Excellent customer service skills.
- Excellent verbal, written and interpersonal communication
skills.
- Ability to travel occasionally to branches and client locations
within the Beverly Hills/Newport Beach area.
Keywords: Flagstar Bank, Torrance , Private Bank Client Services Associate, Other , Beverly Hills, California
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