Flagstar Bank
Location
Newport Beach, CA | United States
Job description
The Senior Client Services and Operations Assistant provides customers with high quality, prompt, and professional financial services in accordance with the rules, regulations and guidelines of the bank. Reviews and processes a variety of customer service transactions. Participates in the development of client relationships, primarily in connection with Commercial Real Estate and Multi-Family loan transactions, by cross-selling bank products and services as appropriate. Assists with oversight of Department operations, and customer service. Trains and develops the Client Services & Operations Assistants. Provides routine support to Relationship Managers as needed. Compensation Pay Range: 16.31 - 22.88 - 29.44 Hourly
Reviews daily reports and takes action as needed including but not limited to; High Dollars, Total Protection and Inclearing Checks.
Trains, mentors and develops the Operations Assistants.
Tracks and executes departmental transactions, including wire transfers, book transfers, opening accounts, and deposits in accordance with Bank standards and procedures.
Approves certain departmental transactions within predetermined authorized limits.
Processes and handles various transactions including adjustments, corrections, recoveries, reports, general ledger entries, ATM/Visa maintenance and claims, Deceased Depositor and Dormant accounts, forgery claims, overdraft recovery, fee reversals, Federal Reserve adjustment requests, stop payments, bank and certified checks, lost passbooks and checkbooks.
Verifies and processes all types of interest calculations, adjustments and early withdrawal penalties.
Processes and reviews changes and corrections to customer information in computer system and in the customer files.
Processes (under dual control) mail items.
Assists with the end of day procedures as needed and ensures department and staff are in proof.
Assists customers with their banking needs including the opening of accounts and cross selling of bank products and services as appropriate.
Communicates with internal and external customers to resolves routine problems and issues. Answers inquires and provides information to customers by telephone, mail, email or in person on various accounts and other bank services.
Monitors daily activity through different reports available on the bank systems.
Assists in performing internal reviews of all assigned workflows to ensure adherence to Bank standards, and ensures that department functions are compliant and in order as required.
Completes daily check reviews, new account documentation reviews, and BSA request responses.
Performs special projects, and additional duties and responsibilities as required.
Where applicable and when performing the responsibilities of the job, employees are accountable to maintain Sarbanes-Oxley compliance and adhere to internal control policies and procedures.
EDUCATION AND EXPERIENCE
High school diploma or equivalent.
Minimum three years' related banking experience preferably in a retail environment.
KNOWLEDGE, SKILLS AND ABILITIES
Knowledge of Bank policies, procedures and products.
Computer literate with proficiency in Microsoft Word and Microsoft Excel, NYCB operational systems including DNA, Nautilus, and Dove Tail.
Strong organizational skills.
Excellent customer service skills.
Excellent verbal, written and interpersonal communication skills.
Job tags
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