Senior Commercial Relationship Associate

Flagstar Bank, N.A.

Beverly Hills, CA

JOB DETAILS
JOB TYPE
Full-time
SKILLS
Analysis Skills, Banking Services, Communication Skills, Computer Skills, Cross-Functional, Customer Experience, Customer Relations, Customer Relationship Management (CRM) Systems, Customer Support/Service, Documentation, Federal Laws and Regulations, Forecasting, High School Diploma, Investment Management, Legal, Maintain Compliance, Microsoft Excel, Microsoft Office, Microsoft Word, Needs Assessment, Negotiation Skills, Operational Support, Physical Demands, Presentation/Verbal Skills, Problem Solving Skills, Production Control, Quality Monitoring, Record Keeping, Regulatory Compliance, Relationship Management, Resolve Customer Issues, Sales Closing Skills, Sales Management, Sales Pipeline, Seminars, Service Level Agreement (SLA), State Laws and Regulations, Willing to Travel, Writing Skills
LOCATION
Beverly Hills, CA
POSTED
30+ days ago
Position Title
Senior Commercial Relationship Associate

Location
Beverly Hills, CA 90212

Job Summary
The Relationship Associate participates in the support of commercial client relationships for our Corporate and Middle Market teams in our Southwest market. They contribute to activities that generate new business. This position collaborates with product specialists, portfolio managers, and operational support specialists. They help manage the on-going monitoring of portfolio quality and ensure compliance with applicable regulations and guidelines.

Job Responsibilities:

  • Develop and maintain relationships to help generate deal flow.
  • Assist in closing new deals.
  • Help with various aspects of the relationship management process to ensure a high-level client experience.
  • Work with portfolio managers and engage with borrowers to expand the banking relationship.
  • Partner with management to ensure the achievement of goals.
  • Track production and help with forecasting process.
  • Use independent judgement and discretion to make decisions.
  • Analyze and resolve complex problems for both internal and external stakeholders.
  • Serve as the primary servicing contact for clients' account services. Process account openings, maintenance requests, documentation updates, and compliance requirements.
  • Monitor service-level agreements (SLAs) and resolve client issues promptly.
  • Collaborate with Relationship Managers and credit teams to support client needs.
  • Assist in maintaining accurate records in the CRM system and pipeline management.
  • Support and organize client engagement initiatives including corporate events, networking forums, seminars, and relationship-building activities.
  • Performs special projects as required.
  • Performs special projects, and additional duties and responsibilities as required.
  • Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.

Required Qualifications:

  • High School Diploma or Equivalent
  • 5 years minimum experience

Preferred Qualifications:

  • Education level: Undergraduate Degree (4 years or equivalent)

Competencies:

  • Good negotiation skills in addition to excellent verbal and written communication skills
  • Computer proficiency in Microsoft Office applications including; Word and Excel
  • Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results
  • Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience
  • Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders
  • Some travel may be required
  • Physical demands (ADA): The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting

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. Please click the following link for detailed information: Benefits | Flagstar Bank

Pay Range
$94,687.50 - $154,025.00

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance, and the San Francisco Fair Chance Ordinance, as appliable.

About the Company

F

Flagstar Bank, N.A.

On December 1, 2022, New York Community Bank (NYCB) and Flagstar Bank joined together to become one company. Today, New York Community Bancorp, Inc. is the parent company of Flagstar Bank, N.A., one of the largest regional banks in the country. The company is headquartered in Hicksville, New York.

At June 30, 2024, the company had assets of $119.1 billion. We operate over 400 branches across 10 states, including a significant presence in the Northeast and Midwest and locations in high growth markets in the Southeast and on the West Coast. Flagstar Mortgage operates nationally through a wholesale network of approximately 3,000 third-party mortgage originators.

We believe in cultivating a diverse, inclusive, and respectful workplace that engages employees, broadens perspectives, and encourages teamwork. We hire people who represent the talents, experiences, backgrounds, and diversity of the communities we serve. Together our goal is to deliver a new energy in banking to our customers, opening new doors for financial and personal success. Customers will have access to a broad spectrum of technology, products and services—all with a shared customer-first approach. Relationships are at the center of all that we do, enhanced by our commitment to delivering local market expertise, personalized solutions, and a long-standing focus on strengthening our communities. Follow us on LinkedIn to stay up to date on news and updates, new hires, community initiatives, access to our collective insights, and banking industry updates that you need to know..

COMPANY SIZE
1,000 to 1,499 employees
INDUSTRY
Financial Services
WEBSITE
http://www.flagstar.com