Business Banking Specialist

🕒 vor 3 Tagen

🚗 Michigan – Remote

🚗 Michigan – Remote

💵 $28 - $47 / Stunde

⏰ Vollzeit

🟡 Mittelstufe

🟠 Senior

🦅 H1B-Visum-Sponsor

Dieses Unternehmen hat in der Vergangenheit H1B-Visa gesponsert.

👻 Geisterscore 0%

Was es bedeutet: wie wahrscheinlich diese Stelle offen bleibt, ohne dass aktiv eingestellt wird.So liest du es: 60 % oder höher heißt, wir halten das für einen Geisterjob. Niedrigere Werte sind weniger bedenklich.Wie wir werten: Dauer offen, Neuveröffentlichungen, offene Stellen vs Teamgröße, wie schnell Stellen geschlossen werden, und ob ein Gehalt angegeben ist.Hinweis: eine Schätzung aus öffentlichen Daten, kein Urteil über das Unternehmen. Echte Stellen können hoch punkten, nutze es also als Hinweis, nicht als Fakt.

Jetzt Bewerben

Ähnliche Remote-Jobs finden

E-Mail-Benachrichtigung für neue Jobs einrichten

📊 Überprüfen Sie Ihre Lebenslauf-Bewertung für diese Stelle

Verbessern Sie Ihre Chancen auf ein Vorstellungsgespräch, indem Sie Ihre Lebenslauf-Bewertung vor der Bewerbung überprüfen.

Lebenslauf hochladen

Flagstar Bank

WebsiteLinkedInAlle Stellen

5001 - 10000 Mitarbeiter

🛡️ Versicherung

💼 Beratung

🏥 Gesundheitswesen

Insurance • Consulting • Healthcare

Die Flagstar Bank ist eine diversifizierte Geschäftsbank, die sich darauf konzentriert, Beziehungen aufzubauen, um Kunden bei ihren finanziellen Angelegenheiten, sei es für private oder geschäftliche Bedürfnisse, zu unterstützen. Die Bank bietet eine breite Palette von Finanzdienstleistungen an, darunter Privat- und Geschäftskundengeschäfte, Kredite, Hypotheken, Vermögensverwaltung und Investmentdienstleistungen. Flagstar ist zutiefst in das Engagement in der Gemeinschaft involviert und darauf bedacht, die Bankbedürfnisse verschiedener Nachbarschaften, einschließlich einkommensschwacher und mittlerer Einkommensbereiche, zu erfüllen und gleichzeitig Vielfalt, Gerechtigkeit und Inklusion in ihren Arbeitsabläufen zu fördern.

Beschreibung

• Lead the end-to-end client onboarding process for newly acquired business banking relationships • Coordinate account opening documentation, KYC/BSA requirements, and system setup across internal departments • Ensure smooth transition from the Business Development Officer/Relationship Manager to active client status • Serve as primary point of contact for new clients during onboarding, providing product and service guidance • Conduct onboarding calls and welcome communications • Serve as day-to-day operational contact for assigned business banking clients • Resolve inquiries and service requests, including account maintenance, online banking support, and product inquiries • Communicate account updates, product enhancements, and service changes • Identify and escalate complex client issues • Monitor client satisfaction and flag attrition risks • Prepare, collect, and review documentation for account openings, credit facilities, and compliance requirements • Maintain client files and records according to bank policies and regulatory standards • Support annual reviews by gathering financial statements, insurance certificates, and other documentation • Coordinate with Credit Administration, Legal, and Operations teams • Operate as an integral member of the Business Banking pod alongside the BDO and RM • Support BDO and RM with research, client materials, and meeting coordination • Collaborate with Treasury Management, Payments, Operations, and other product partners • Maintain client records, notes, and activity logs in the CRM platform • Assist with pipeline tracking and reporting • Identify opportunities to deepen client relationships through additional products and services • Generate qualified referrals to internal partners • Support client retention through high service quality and proactive outreach • Assist with client events and communication campaigns • Adhere to bank policies, procedures, and regulatory requirements • Identify and escalate fraud, compliance, and operational risks • Participate in compliance training and maintain knowledge of applicable regulations • Support the bank's Enterprise Risk Management framework through documentation and process adherence • Use independent judgment and discretion to make decisions • Analyze and resolve problems • Perform special projects and additional duties as required • Build and maintain effective stakeholder relationships and deliver tailored client solutions

🎯 Anforderungen

• High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent • 4+ years of experience in banking, financial services, or a client-facing support role • Ability to manage multiple priorities and deliver high-quality service in a fast-paced environment • Strong written and verbal communication skills • Proficiency with banking systems, CRM platforms, and Microsoft Office Suite • Detail-oriented with strong organizational and follow-through skills • Education level preferred: Undergraduate Degree (4 years or equivalent) in business, finance or a related field • Experience in business banking, commercial banking operations, or client servicing • Knowledge of business banking products including deposits, lending, treasury management, and payments • Experience with client onboarding processes, KYC/BSA documentation, and account administration • Familiarity with commercial loan documentation and credit support functions • Experience working within a team-based or pod coverage model • Ability to identify cross-sell opportunities and generate internal referrals • Clear, professional written and verbal communication • Ability to manage multiple client requests, deadlines, and priorities simultaneously • Accuracy in documentation, data entry, and compliance-related tasks • Effective teamwork within the pod structure and across functional departments • Ability to identify issues, research solutions, and resolve client concerns efficiently • Sound judgment in identifying and escalating potential risks and compliance concerns • Some travel may be required for periodic team collaboration sessions and client-facing activities • Must adhere to applicable federal, state, and local laws and regulations and complete required compliance training

🏖️ Vorteile

• Medical insurance • Dental insurance • Vision insurance • Life insurance • Disability insurance • Comprehensive leave program • Variable incentives, bonuses, commissions, or other awards may be included in total compensation • Some travel may be required for periodic team collaboration sessions and client-facing activities