Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Client Office Banker

$101.77k - $173.47k

Flagstar Bank

Private Client Office Banker

Location: New York, NY 10022

The Private Client Office Banker is responsible for managing the experience for clients and prospects through all delivery channels within a Private Client Office. This role will provide white-glove service during each interaction, including, but not limited to service requests, inquiries, appointments and transactions.

Job Responsibilities:

  • Provide customized and elite service levels to clients and prospects in person, via e-mail and over the phone. Perform all teller transaction and service requests from clients, including any PCG clients who visit the office.
  • Possess a deep understanding of Flagstar Private Bank's consumer and business product offerings, as well as broader capabilities across all LOBs at Flagstar Bank. Ability to comprehend individual financial situations and introduce appropriate bankers and subject matter experts as needed, with the intention of deepening relationships. Anticipate opportunities and challenges pro-actively in all situations.
  • Analyze and resolve issues for clients, leveraging internal subject matter experts when appropriate, and escalating any sensitive matters as needed.
  • Culture carrier; in every internal and external relationship, work to collaborate on, deliver and follow-up on customized solutions.

Additional Accountabilities

  • Use independent judgement, experience and discretion to make decisions.
  • Perform special projects, and additional duties and responsibilities as required.
  • Adhere to regulatory and compliance policies and standards linked to the job as listed and complete required compliance training. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
  • Front line private banker who handles routine banking transaction and customer interactions. Main responsibilities include: cash handing: depositing and withdrawing cash, cashing checks and handlings other customer requests.
  • Acts as the point of contact for the Private Bank office and facilities. Ensures that security and compliance through following protocols to detect fraudulent transactions and maintain bank's security.

Job Requirements

  • Education level required: Undergraduate Degree (4 years or equivalent).
  • Minimum experience required: 5+ Years experience working with affluent clients, preferred in Private Banking.

Job Competencies

  • Ability to analyze and provide financial service solutions to individual and business private banking clients.
  • Provide elite service level, complete with follow-up after initial interactions.
  • Multi-tasking required.
  • Exceptional calendar and time management required.

Flagstar is an Equal Opportunity Employer

We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Pay Range: $101,770.50 - $173,468.00

Flagstar Bank
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Private Client Office Banker in New York, NY vacancy
  •  ...Private Banker Opportunity Immediate opening for a Private Banker with a regional financial...  ...individuals, entrepreneurs, family offices, corporate executives, and business owners...  ...environment and enjoys serving successful clients with complex financial needs. If you... 
    Work at office
    Private client
    For contractors
    Immediate start

    Sales Consultants of Sacramento

    New York, NY
    3 days ago
  •  ...dedication to each other and to our clients. As an Associate in Business...  ...directly with senior bankers and clients.Job Responsibilities...  ..., conducting public & private valuation analysis for clients...  ...communication skills Strong Microsoft Office suite (Excel and PowerPoint a... 
    Work at office
    Private client

    JP Morgan Chase

    New York, NY
    3 days ago
  • $200k

     ...Job Description Trust & Estates Tax Principal – Private Client \n New York, NY | Hybrid | $200K–$500K \n Trusts & Estates | HNW /...  ...and fiduciary structures \n Advise on philanthropy, family-office and investment-related tax matters \n Build long-term relationships... 
    Work at office
    Private client
    Private practice

    Distinct | North America

    New York, NY
    7 days ago
  •  ...Job Description Trusts & Estates Partner | Private Client Services | Portable Book of Business \n Location: New York \n A nationally...  ...platform serving high-net-worth individuals, family offices, business owners, fiduciaries, charitable organizations, and... 
    Work at office
    Private client
    For contractors
    Private practice

    Platinum Legal Search Group, LLC

    New York, NY
    4 days ago
  • $350k

     ...Director – Private Client Group New York, NY | Hybrid | $200K–$350K HNW Tax | Trusts & Estates | Partnerships | Private Client A leading...  ...Work alongside attorneys, wealth managers and family-office professionals Lead and develop Managers and Senior Managers... 
    Work at office
    Private client

    Distinct | North America

    New York, NY
    1 day ago
  • $200k

    Our client is a public accounting firm. They seek a Director- Private Client Group to join their Manhattan, NY office.ResponsibilitiesAct as a primary advisor to high-net-worth clients, delivering thoughtful tax planning and compliance solutions across individual, trust... 
    Work at office
    Private client
    Remote work

    Abacus Group

    New York, NY
    3 days ago
  • $204k - $276k

    DescriptionKforce's client, a well-established single-family office based in New York City, NY, is seeking a highly skilled Tax Manager to oversee a complex...  ...years of progressive tax experience, ideally within private client services, family office, or HNW-focused... 
    Work at office
    Private client
    Local area

    KForce

    New York, NY
    3 days ago
  • $140k - $180k

    Our client is a public accounting firm. They seek a Tax Manager, Private Client Group, to join their Manhattan, NY office.ResponsibilitiesCultivate and maintain strong relationships with high-net-worth clientsExamine complex tax filings for individuals, trusts, family investment... 
    Work at office
    Private client
    Local area
    Remote work

    Abacus Group

    New York, NY
    4 days ago
  • $170k - $190k

     ...Attorney / Associate (NYC) Offit Kurman is seeking an Estates and Trusts Attorney to join our New York City office to support our expanding private client services practice. This is an excellent opportunity for a mid-level attorney looking for a collaborative, entrepreneurial... 
    Work at office
    Private client
    Private practice

    Offit Kurman

    New York, NY
    5 days ago
  •  ...LHH is assisting a prestigious boutique firm on an unposted private client services associate position in NYC. They are looking for 2+ years...  ...entities on trust, estate, and tax matters, working across offices and with both U.S. and international clients. The firm... 
    Work at office
    Private client
    Local area

    LHH

    New York, NY
    4 days ago
  •  ...with a sophisticated, growing multi-family office to hire a Tax Manager to join its tax and...  ...the opportunity to work closely with clients and their broader advisory teams in a highly...  ...within Big Four, public accounting, private client services, wealth management, or a... 
    Work at office
    Private client
    Full time
    Local area

    JCW Group

    New York, NY
    3 days ago
  • $170k - $190k

     ...Trusts & Estates Attorney A law firm is seeking a Trusts & Estates Attorney for its New York City office to support its expanding private client services practice. This is a strong opportunity for a mid-level attorney seeking a collaborative, entrepreneurial platform... 
    Work at office
    Private client
    Private practice

    C&M Legal Search

    New York, NY
    4 days ago
  • $350k

     ...Job Description Director – Private Client Group \n New York, NY | Hybrid | $200K–$350K \n HNW Tax | Trusts & Estates | Partnerships...  ...\n Work alongside attorneys, wealth managers and family-office professionals \n Lead and develop Managers and Senior Managers... 
    Work at office
    Private client

    Distinct | North America

    New York, NY
    7 days ago
  •  ...an experienced Trusts & Estates Attorney to join its New York office. This is an excellent opportunity for an attorney looking to work...  ...planning, trust and estate administration, tax, and related private-client matters while working closely with experienced attorneys and... 
    Work at office
    Private client
    Local area

    Jobot

    New York, NY
    1 day ago
  •  ...assisting an AmLaw 50 firm in searching for talent for their private client group. Details below: In this highly regarded practice, you...  ...represent ultra-high-net-worth individuals, families, family offices, fiduciaries, and closely held business owners. Associates... 
    Work at office
    Private client
    Full time
    Local area
    Flexible hours

    LHH

    New York, NY
    3 days ago
  •  ...The Opportunity Our client is building a rapidly growing national legal platform within...  ...extensive existing client base of entrepreneurs, privately held businesses, high-net-worth and ultra-high-net-worth families, and family offices. We are seeking an entrepreneurial... 
    Work at office
    Private client
    For contractors

    Executive Staffing Group (ESG)

    New York, NY
    1 day ago
  •  ...nationally chartered U.S. Bank supervised by the Office of the Comptroller of the Currency and...  ...and Panama, Safra National is a leading private bank with a devoted team of relationship...  ...U.S. and international high net worth clients, with focus on Latin America. Job Description... 
    Work at office
    Private client
    Full time

    Safra National Bank

    New York, NY
    1 day ago
  • $150k - $225k

     ...an experienced Trusts & Estates Attorney to join its New York office. A bit about us: A highly regarded law firm is seeking an...  ...planning, trust and estate administration, tax, and related private-client matters while working closely with experienced attorneys and high... 
    Work at office
    Private client
    Permanent employment
    Local area

    Australia-Employment

    New York, NY
    2 days ago
  • $295k - $310k

     ...leading employers across the country. Our client, a prestigious global law firm, is...  ...experience to join its highly regarded New York office. The firm's global Family Law practice...  ...involving international, tax, trust, and private wealth considerations. The attorney... 
    Work at office
    Private client
    Relocation

    Ascension Global Staffing & Executive Search

    New York, NY
    5 days ago
  •  ...CBIZ delivers actionable insights to help clients anticipate what is next and discover new...  ...travel based on client and business needsThe Private Client Services (PCS) Tax Practice...  ...individuals, multi-generational families, family offices, trustees, and closely held business... 
    Work at office
    Private client
    Temporary work

    CBIZ

    New York, NY
    1 day ago
  • $385k

    Private Client Services Associate or Counsel AttorneyLocation: New York, NYHYBRID work environment availableOur client, a prominent AmLaw 1...  ...flexibility while maintaining meaningful client interaction and in-office engagement.Compensation & BenefitsCompetitive Salary: Expected... 
    Work at office
    Private client
    Private practice

    Affinity Executive Search

    New York, NY
    2 days ago
  • $150k - $170k

     ...delivering creative, market-based strategies to clients in all major industries, with a specific...  ...investors on behalf of leading Private Equity clients. The Associate role is critical...  ...preparing other materials for senior FPA bankers as requiredOverseeing the updating and... 
    Private client

    Oppenheimer & Co

    New York, NY
    1 day ago
  •  ...Multi Family Office - Tax/Family Office RM | NYC A $5B+ New York City Multi-Family Office is seeking an experienced private client tax professional for a client-facing role combining HNW/UHNW tax planning, relationship management, and family office advisory work.... 
    Work at office
    Private client

    ECG Resources, Inc.

    New York, NY
    19 hours ago
  •  ...JPMorgan Chase & Co. in New York seeks a Private Client Banker to serve a select group of affluent clients in the Branch, managing their complete banking relationship with proactive, education-based advice tailored to their financial needs. You will acquire new clients... 
    Private client

    J.P. Morgan

    New York, NY
    1 day ago
  • $41.56k - $48k

     ...Description Peapack Private Bank & Trust is a well-recognized, high...  ...that fulfill all of our clients’ needs. We offer an innovative...  ...consecutive year, by American Banker as one of the ‘Best Bank to Work...  ...Bankers and Commercial Loan Officers on business calls to existing... 
    Private client
    Bank staff
    Flexible hours

    Peapack Private Bank & Trust

    New York, NY
    4 days ago
  • $116.25k - $159.64k

     ...Tilly as a Tax Manager with our New York office! This is a great opportunity to be a valued...  ...and tax compliance to small business clients. You will work side-by-side with firm leadership...  ...an opportunity to expand your career in Private Wealth tax and accounting, becoming an... 
    Work at office
    Private client
    Local area

    Baker Tilly

    New York, NY
    5 days ago
  • $260k - $390k

     ...Compensation: $260,000-$390,000+ Our client, an AM50 global law firm with a premier...  ...Department and work on sophisticated public and private capital-raising transactions for major...  ...-hour target ~ Flexible 2-3 days in-office What you'll do: Advise... 
    Work at office
    Private client
    Full time
    Flexible hours

    Hawkstone Search

    New York, NY
    4 days ago
  • $175k - $200k

     ...seeking an Estate Litigation Partner to join its Estate Litigation Department in their New York office to play a key role in the continued expansion of its private client and estate litigation practice. Compensation range: $175,000- $200,000 , commensurate with experience... 
    Work at office
    Private client

    Marina Sirras & Associates LLC

    New York, NY
    4 days ago
  •  ...offering bespoke asset management and family office services to ultra-high-net-worth families...  ...institutional investors. Silvercrest’s client‑centric approach emphasizes personalized...  ...for new business to build a book of private & institutional clients utilizing a global... 
    Work at office
    Private client

    Silvercrest Asset Management Group

    New York, NY
    1 day ago
  •  ...registered investment advisor focused on ultra-high-net-worth clients. The Trust and Estate Group works closely with individuals...  ...experience in a legal assistant, trust and estates, private client, family office, or related administrative role Highly organized, detail oriented... 
    Work at office
    Private client

    Ehrenkranz Partners

    New York, NY
    20 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Client Office Banker. Be the first to apply!