Private & Commercial Client Services Associate Director

Position Title

Private & Commercial Client Services Associate Director

 

Location

Work From Home RI, RI 02860

 

Job Summary

The Private Client Services Associate Director is responsible for managing the day-to-day operations and client services team functions for all Private Bank Client transactions needs, across all Commercial and Consumer Products. Ensures that all operations and transactions of the department are consistent with established policies and procedures and that all regulatory adherence requirements are achieved. Responsible for the maintenance and supervision of all departmental workflows, including proactively coordinating, managing and monitoring operations by administering and enforcing all policies, procedures and activities as required. This role will manage across locations and provide leadership support to the Private Bank Client team and will often interact with leadership within the Private Client Group.

 

Job Responsibilities:

Strategic Leadership & Cross-Functional Collaboration

• Leads multiple high-performing teams across the nation, overseeing execution and quality control of all transactional operations (e.g., wire transfers, book transfers, account openings, deposits).
• Partners with senior leaders across Operations and Sales to align workflows with evolving policies, client needs, and enterprise goals.
• Drives departmental initiatives and contributes to enterprise-wide execution projects, ensuring alignment with strategic objectives.
• Builds and maintains strong cross-functional relationships to gather feedback and implement service-enhancing action plans.

Compliance, Risk Management & Internal Controls

• Conducts and oversees internal audits and workflow reviews to ensure compliance with regulatory standards and internal policies.
• Assesses operational and compliance risks, and collaborates with leadership to develop and implement risk mitigation strategies.
• Ensures all departmental functions are audit-ready and aligned with the Bank’s risk and control framework.

Operational Oversight & Execution

• Supports managers in implementing operational plans and resolving systemic issues that impact service delivery or efficiency.
• Provides strategic oversight of daily workflows, ensuring consistent execution and high-quality client service across all teams.
• Identifies operational gaps and drives continuous improvement initiatives to enhance performance and scalability.

Training, Policy Communication & Staff Development

• Disseminates updated policies and procedures to ensure team alignment with operational standards.
• Conducts targeted training sessions to upskill staff and reinforce compliance and service excellence.
• Acts as a resource and mentor to team leads and associates, fostering a culture of accountability and growth.

ADDITIONAL ACCOUNTABILITIES

• Performs special projects, and additional duties and responsibilities as required.
• Can provide support to other managers in the absence of the Department head
• 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.
• Will provide detailed servicing and support across Commercial and Consumer accounts and products requiring knowledge of both servicing SLA’s, product details and applicable regulatory requirements.

JOB REQUIREMENTS

Required Qualifications:

Education and experience:

• Bachelor’s degree in Business, Finance, or Marketing is preferred.
• Minimum of 10 years’ Banking and/or Management experience.

Job Competencies:

Knowledge, skills and abilities:

• Detailed knowledge of Commercial and Consumer products and processes
• Detailed knowledge of consumer banking regulations including Reg CC, Reg E, OFAC.
• Extensive knowledge of Bank products, policies and procedures, regulatory and compliance requirements.
• Proficient in MSWord, Excel, NYCB operational systems including DNA, Nautilus, and related software applications preferred.
• Excellent verbal, written and interpersonal skills.
• Excellent customer service skills (ECET Model).
• Strong problem-solving skills.
• Ability to manage and coach staff.
• 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.
• Ability to travel occasionally within the NY/NJ or Southern/Northern CA area.
• Physical demands (ADA): No unusual physical exertion is involved.

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

$122,007.75 - $203,953.00