Relationship Management Assistant

Company: New York Community Bancorp, Inc.
Location: Hicksville
Posted on: March 17, 2023

Job Description:

JOB SUMMARY
Assists the Relationship Managers in all aspects of the sales and service of deposit products to clients who are primarily Commercial Real Estate or Multi-Family loan customers. Prepares, submits and scans business folders assuring completion according Domestic Premier Banking procedures. Communicates with clients and prospects as directed by the Relationship Manager.

ESSENTIAL FUNCTIONS

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• Processes work requests for Relationship Managers.
  
• Compiles documentation for account opening and advanced business products (i.e. Cash Management, remote deposit capture, ACH, etc).
  
• Opens new accounts, completes and maintains files assuring they are up to Bank standards.
  
• Scans required documents and files in On Base.
  
• Collects information pertaining to any BSA transactional and document requests.
  
• Confirms client transaction requests as per departmental recording and confirmation procedures.
  
• Performs and completes account maintenance in systems and account documentation.
  
• Interacts with internal departments to assure required documents are received and services are set up.
  
• Assists with client service requests when needed.
  
• 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.
  
  

Keywords: New York Community Bancorp, Inc., Hicksville , Relationship Management Assistant, Executive , Hicksville, New York