What are the responsibilities and job description for the Relationship Manager position at Flagstar Private Bank?
Position Title
Relationship Manager - PE/VC Venture
Location
Palo Alto, CA 94301
Job Summary
This role will provide personalized banking services to financial institution customers.
Job Responsibilities:
- Oversees all aspects of account management, including new account opening, follow-up, communications, maintenance.
- Develops and expands existing relationships including sales efforts; supports business developers in acquiring new business endeavors.
- Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business; Handles sensitive client relationships and larger client needs.
- Analyzes problems; answers inquires for a client; researches and responds accordingly; may coordinate with other departments as needed.
- Coordinates and assists back office personnel in resolving credit problems, delinquent payment issues, and other related affairs.
- Reviews various reports including check fraud, significant activity, significant change, large deposit, detailed transaction report and month-end reports; investigate & approve when needed.
Required Qualifications:
- Education level required: High School Diploma or General Education Degree
- 5 years in financial services providing high level support to clients
- Exploring business development (book of business to expand)
- Prior management experience (preferred)
- Strong knowledge of financial products/services, including lending and cash management
Flagstar is an Equal Opportunity Employer.