Apply on Employer Site

Flagstar Bank · 3 hours ago

Private Client Office Relationship Director

San Francisco, CA

Full-time

Onsite

Mid, Senior Level

$117K/yr - $193K/yr

5+ years exp

Flagstar Bank is seeking a Private Client Office Relationship Director responsible for driving results with high net worth individuals and businesses through business development activities. The role involves managing client relationships to ensure satisfaction and generate referrals while collaborating with internal experts to provide tailored financial solutions.

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