Private Client Office Relationship Director, SVP jobs in United States
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Flagstar Bank · 2 months ago

Private Client Office Relationship Director, SVP

Flagstar Bank is seeking a Private Client Office Relationship Director, SVP who will drive results with high net worth individuals and businesses through significant business development activities. The role involves managing client relationships to ensure satisfaction and generate referrals, along with networking and outreach activities.

BankingFinanceFinancial Services

Responsibilities

Acquiring and deepening affluent client relationships through dedicated and consistent business development and relationship management activities
Possess a deep understanding of Flagstar Private Bank’s consumer and business product offerings, as well as broader capabilities across all LOBs at Flagstar Bank. Ability to comprehend individual financial situations and introduce appropriate bankers and subject matter experts as needed, with the intention of deepening relationships. Anticipate opportunities and challenges pro-actively in all situations
Analyze and resolve issues for clients, leveraging PCO Bankers and internal subject matter experts when appropriate, and escalating any sensitive matters as needed
Culture carrier; in every internal and external relationship, work to collaborate on, deliver and follow-up on customized solutions
Use independent judgement, experience and discretion to make decisions
Team subject matter expert in all Private Bank deposit and credit products, as well as wealth management solutions
Perform special projects, and additional duties and responsibilities as required
Adhere to regulatory and compliance policies and standards linked to the job as listed and complete required compliance training.  Accountable to maintain compliance with applicable federal, state and local laws and regulations
Acts as the backup point of contact for the Private Bank office and facilities

Qualification

Business developmentPrivate Banking experienceWealth Management solutionsNetworking skillsClient relationship managementMulti-taskingFollow-up skillsTime management

Required

Education level required: Undergraduate Degree (4 years or equivalent)
Minimum experience required: 5+ Years experience working in business development with affluent clients in Private Banking or Wealth Management
Ability to analyze and provide financial service solutions to individual and business private banking clients
Adept at networking, outreach and setting appointments
Skilled in working with Centers-of-Influence
Provide elite service level, complete with follow-up after initial interactions
Multi-tasking required
Exceptional calendar and time management required

Benefits

Medical
Dental
Vision
Life
Disability insurance
Comprehensive leave program

Company

Flagstar Bank

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Thank you for visiting Flagstar Bank, N.A. on LinkedIn, and we look forward to being part of your financial journey.

Funding

Current Stage
Public Company
Total Funding
unknown
2021-04-26Acquired
2001-07-12IPO

Leadership Team

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Gregg Christenson
Executive Vice President and CFO for Community Banking
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R
Randal Turner
SVP & Chief Financial Officer, Loan Servicing and Shared Services
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Company data provided by crunchbase