Relationship Manager - Private Banking

Posted: Friday, 16 May 2025
Valid Thru: Sunday, 15 June 2025
Index Requested on: 05/16/2025 07:28:14
Indexed on: 05/16/2025 07:28:14

Location: Palo Alto, CA, 94301, US

Industry: Advertising and Public Relations
Occupational Category: 13-0000.00 - Business and Financial Operations
Type of Employment: FULL_TIME

Flagstar Bank, N.A. is hiring!

Description:

Position Title
Relationship Manager - Private Banking

Location
Palo Alto, CA 94301

Job Summary
As part of Flagstar's Private Bank, the Relationship manager works to provide personalized banking services to high net worth customers with a white glove service approach.

Pay Range: Local Minimum Wage - $0.00 - $0.00

Job Responsibilities:
  • This role will realistically pay a base salary between $85, 000-$115, 000, plus annual performance-based bonus, to be determined based on individual qualifications and geographical location.
    • Responsible for all aspects of account management, including new account opening, follow-up, communications, maintenance. Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business; Handles sensitive client relationships and larger client needs.
    • Assists with the development of relationships including sales efforts. Primary contact for new commercial loan requests and renewals to ensure completeness of loan documentation on new account set-up (BRLOC, Personal Lines of Credit, Reserve LOC); will coordinate all efforts with the client, back office and attorneys as needed to close/fund the loan request.
    • Analyzes problems and questions 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. Promotes other products and services as appropriate to customer needs.
    • Responsible for handling the group's overdraft decisions on a daily basis except when a higher signing authority is required. Responsible for reconciliation of general ledgers, and ensuring compliance with wire transfers policies and requirements.


    Requirements:
    • High school diploma or equivalent required; 2 year related secondary school degree preferred
    • Minimum 10 years' experience in financial services providing high level support to clients
    • Strong knowledge of financial products & services, including lending and cash management
    • Successful in exploring business development opportunities. A current book of business to expand is preferred.
    • Ability to make independent decisions, assessing and balancing risk.
    • Strong interpersonal skills including ability to manage others (where required).


    Flagstar is an Equal Opportunity Employer.

Responsibilities:

Please review the job description.

Educational requirements:

  • high school

Desired Skills:

Please see the job description for required or recommended skills.

Benefits:

Please see the job description for benefits.

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