Private Client Office Banker, Operations Specialist

Private Client Office Banker, Operations Specialist page is loaded## Private Client Office Banker, Operations Specialist locations:
San Francisco, CA 300 California Streettime type:
Full time posted on:
Posted Todayjob requisition :
19080
** Position Title
** Private Client Office Banker, Operations Specialist
** Location
* * San Francisco, CA 94104
** Job Summary
** The Private Client Office Banker, Operations Specialist is responsible for managing the experience for clients and prospects through all delivery channels within a Private Client Office. This role will provide white-glove service during each interaction, including, but not limited to service requests, inquiries, appointments and transactions. Additionally, this role is expected to lead and educate the PCO team in all operational areas including, risk, compliance and policies and procedures.
Pay Range: $103,895 - $116,891 - $131,266
*
* Job Responsibilities:

*** Provide customized and elite service levels to clients and prospects in person, via e-mail and over the phone. Perform all teller transaction and service requests from clients, including any PCG clients who visit the office.
* Ensure PCO adherence to all internal policies and procedures and compliance. Manage risk and client and employee safety.
* 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 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.
** ADDITIONAL

ACCOUNTABILITIES
*** Use independent judgement, experience and discretion to make decisions.
* Perform special projects, and additional duties and responsibilities as required.
* Educate the PCO team  on 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.
* Front line private banker who handles routine banking transaction  and customer interactions.  Main responsibilities include: cash handing: depositing and withdrawing cash, cashing checks and handlings other customer requests.
* Acts as the point of contact for the Private Bank office and facilities.  Ensures that security and compliance through following protocols to detect fraudulent transactions and maintain bank’s security.
** JOB REQUIREMENTS
***
* Required Qualifications:

*** Education level required:
Undergraduate Degree (4 years or equivalent) r  or commensurate experience.
* Minimum experience required : 5+ Years experience working with affluent clients, preferred in Private Banking.
* Minimum experience required: 3+ Year in operational environment, preferred in financial services.
** Job

Competencies:

*** Ability to analyze and provide financial service solutions to individual and business private banking clients.
* Provide elite service level, complete with follow-up after initial interactions.
* Multi-tasking required.
* Ability to influence the team and liaise with audit partners.
* Exceptional calendar and time management required.

Flagstar is an Equal Opportunity Employer Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information:##
** Who We Are**## Flagstar Bank is a diversified consumer and commercial bank grounded in building relationships to meet clients where they are on their financial journeys.## ##
** Our History**## Our parent company, New York Community Bancorp, Inc., is based in Hicksville, NY, and has $116.3 billion in assets, $85.6 billion in loans, $81.4 billion in deposits, and $10.8 billion in total stockholder equity. We are a leading regional bank with 420 banking branches, 134 private client banking teams, wholesale lending via approximately 3,000 third-party originators, retail mortgage lending, multifamily lending, mortgage servicing, and subservicing.

We’re also the second largest mortgage warehouse lender nationally based on total commitments. Flagstar has strong footholds in the Northeast and Midwest and exposure to high-growth markets in the Southeast and West Coast.## ##
** What We Do**## We are driven by our commitment to partner with our clients to set and reach goals together, helping them to take charge and thrive.## ## Equal Opportunity Employer## For more information:##
** Member FDIC/Equal Housing Lender*
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