Business Banking Specialist

🕒 il y a 1 mois

🚗 Michigan – Distant

infoinfo

💵 $28 - $47 / heure

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

🗣️🇺🇸🇬🇧 Anglais requis

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Logo of Flagstar Bank

Flagstar Bank

5001 - 10000 employés

🛡️ Assurance

💼 Conseil

🏥 Santé

Insurance • Consulting • Healthcare

Flagstar Bank est une banque commerciale diversifiée axée sur la création de relations pour accompagner ses clients dans leurs parcours financiers, qu'il s'agisse de besoins personnels ou professionnels. La banque offre une large gamme de services financiers, y compris la banque personnelle et commerciale, les prêts, les hypothèques, la gestion de patrimoine et les services d'investissement. Flagstar s'engage dans l'implication communautaire et à répondre aux besoins bancaires de quartiers diversifiés, y compris ceux à revenus faibles et modérés, tout en promouvant la diversité, l'équité et l'inclusion au sein de ses opérations.

Description

• Lead end-to-end client onboarding for newly acquired business banking relationships • Coordinate account opening documentation, KYC/BSA requirements, and system setup • Serve as the primary contact for new clients during onboarding • Provide day-to-day operational support for assigned business banking clients • Manage account maintenance, online banking support, and product inquiries • Communicate account updates, product enhancements, and service changes • Identify and escalate complex client issues and potential 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, Operations, Treasury Management, Payments, and other internal teams • Support the Business Development Officer and Relationship Manager with research, client materials, and meeting coordination • Maintain accurate CRM records, notes, and activity logs • Assist with pipeline tracking, reporting, client event coordination, and communication campaigns • Identify cross-sell opportunities and generate referrals to internal partners • Support client retention through proactive outreach and high service quality • Identify and escalate fraud, compliance, and operational risks • Perform special projects and additional duties as required • Use independent judgment and discretion to make decisions and resolve problems

🎯 Exigences

• High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent required • 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 • Some travel may be required for periodic team collaboration sessions and client-facing activities • Must adhere to bank policies, procedures, regulatory requirements, and applicable federal, state, and local laws • Must complete required compliance training and maintain up-to-date knowledge of applicable regulations

🏖️ Avantages

• 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 • Periodic team collaboration sessions and client-facing activities may involve travel

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