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Flagstar Bank · 9 hours ago

Private & Commercial Client Services Associate

New York, NY

Full-time

Onsite

Mid Level

$20.01/hr - $32.17/hr

3+ years exp

Flagstar Bank is seeking a Private & Commercial Client Services Associate responsible for providing high-quality financial services and support to clients. The role involves processing transactions, developing client relationships, and ensuring compliance with bank regulations.

BankingFinanceFinancial Services

Responsibilities

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, 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, 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

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

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

Qualification

Bank policies knowledgePayPlus wire systemMicrosoft ExcelMicrosoft WordCustomer service skillsOrganizational skillsComputer literacyOperational systems knowledgeInterpersonal communicationVerbal communicationWritten communication

Required

High School Diploma, GED or Foreign Equivalent

3+ Years related banking experience preferably in a retail environment

Knowledge of Bank policies, procedures and products

Knowledge of PayPlus wire system

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 NY Metropolitan area