Private Bank - Market Executive - Southeast Region jobs in United States
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Flagstar Bank · 5 days ago

Private Bank - Market Executive - Southeast Region

Flagstar Bank is seeking a Private Bank - Market Executive for the Southeast Region. This role involves managing a Private Client Group while overseeing Group Directors to achieve growth targets through client acquisition, retention, and expansion.

BankingFinanceFinancial Services

Responsibilities

Leads team in developing opportunities with bank targeted Commercial and High Net Worth prospects through customer referrals, COI referrals, Networking, and other sources
Responsible for ensuring new clients in their respective region fall within the bank’s risk protocol and framework
Regularly meets with top clients to ensure customer satisfaction & understand/assess for incremental needs
Determines customers’ financial needs and presents needs based solutions
Uses independent judgement and discretion to make decisions on customer related matters within one’s authority
Escalates matters to Senior Management that are outside the authority of the role
Effectively partner with key product partners to bring the full strength of Flagstar Commercial & Private Bank to clients and prospects as appropriate
Responsible for ensuring Group Directors and PCGs in their region are operating within the bank’s risk protocol and framework
Responsible for talent management functions including employment, performance evaluations, staff development/training, disciplinary actions, succession planning and ensuring all staff comply with compliance & 1LoD requirements
Support PCGs and Group Directors in new client acquisition, structuring loans, pricing, deepening relationships
Responsible for achieving growth targets for their respective market
Performs special projects, and additional duties and responsibilities as required

Qualification

Relationship ManagementBusiness DevelopmentPeople ManagementBank Products KnowledgeMicrosoft ExcelCoaching & MotivationSales ManagementCustomer ServiceOrganizational SkillsCommunication Skills

Required

Education level required: Undergraduate Degree (4 years or equivalent)
Minimum experience required: 12+ Years in banking with a focus on relationship management & business development
Management experience required
Knowledge of all areas of bank products
Proficient in Microsoft Excel

Preferred

Education level preferred: Undergraduate Degree (4 years or equivalent) with a major of Accounting, Economics, Finance, or Business Management
Strong Credit Knowledge (Credit Training preferred)
Understanding of Cash Management products and applications

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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Randal Turner
SVP & Chief Financial Officer, Loan Servicing and Shared Services
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Company data provided by crunchbase