Associate Group Director - VP
New Today
Responsibilities
:
New Client Acquisition
Assists Group Director in developing opportunities with bank targetedmercial and High Net Worth prospects through customer referrals, COI referrals, Networking, and other sources
Maintains regular contact with an active list of prospective clients.
Responsible for ensuring new clients in their respective region fall within the bank's risk protocol and framework
Client Management
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 Flagstarmercial & Private Bank to clients and prospects as appropriate
Responsible for ensuring team members are operating within the bank's risk protocol and framework
Regularly meets with top clients to ensure customer satisfaction & understand/assess for incremental needs.
People Management / Leadership
As applicable, responsible for talent management functions including employment, performance evaluations, staff development/training, disciplinary actions, succession planning and ensuring staffply withpliance & 1LoD requirements.
Opens and services accounts in accordance with policies, ensurespliance with bank secrecy act, and other regulatory function.
Uses independent judgement and discretion to make decisions
Responsible for achieving growth targets as assigned by the manager.
ADDITIONAL ACCOUNTABILITIES
Performs special projects, and additional duties and responsibilities as required.
Consistently adheres to regulatory andpliance policies and standards linked to the job as listed andplete requiredpliance trainings. Accountable to maintainpliance with applicable federal, state and local laws and regulations.
JOB REQUIREMENTS
Required Qualifications:
Education level preferred: College, Vocational or Associates Degree (2 years') or high school diploma or equivalent with relevant work experience.
Minimum experience required: 5+ Years in banking with a focus on relationship management & business development.
Proficiency in Microsoft Office (Word, Excel, PowerPoint, etc.)
Preferred Qualifications:
Education level required: Undergraduate Degree (4 years or equivalent) with a major of Accounting, Economics, Finance, or Business Management.
Formal Credit Training
Jobpetencies:
Strong knowledge of financial products/services, including lending and cash management
Sales & Relationship Management
Customer Service
Organizational Skills
Local travel to visit clients and prospects required.
Ability to make independent decisions balancing risk
Physical demands (ADA): No unusual physical exertion is involved.
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 aprehensive leave program. Please click the following link for detailed information: Benefits | Flagstar Bank Job ID 18085
- Location:
- Walnut Creek