Treasury Management, Commercial Client Experience Representative

Flagstar Bank

Entry-level Client Service Representative in Commercial Banking providing operational support to clients and relationship teams. Responsible for processing transactions and enhancing client experience.

Posted 7/24/2026full-timeNewport Beach • California, New York • 🇺🇸 United StatesJuniorMid-Level💰 $50,695 - $82,896 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in banking operations, including KYC compliance, treasury management, and client relationship management. Proficient in ensuring operational accuracy and regulatory compliance while delivering exceptional client service.

Highest-signal resume keywords

KYC ComplianceTreasury ManagementClient Relationship ManagementBanking Products KnowledgeRegulatory Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Banking OperationsTransaction MonitoringAccount MaintenanceFinancial Products KnowledgeAnalytical ThinkingProblem-SolvingOperational AccuracyTime Management

Soft Skills

Client ServiceCommunication SkillsAttention to DetailOrganizational SkillsCollaborative Work

Tools & Technologies

Microsoft Office

Industry Keywords

Commercial BankingASA/AML PoliciesRisk AwarenessClient ExperienceSales Support

About the role

Key responsibilities & impact

Process account and online banking maintenance, new account documentation, transactions, wires, transaction monitoring, and basic treasury servicing tasks.
Ensure accuracy, completeness, and timeliness to support a smooth onboarding and client experience.
Complete KYC activities in accordance with ASA/AML policies
Respond to routine inquiries from a broad range of Commercial Banking clients with both basic and complex banking products and account structures.
Provide clear, courteous, and service-oriented responses that reinforce sales and relationship team efforts.
Issue Research and Escalation analyzes client issues and researches to respond accordingly; may coordinate with other departments as needed.
Ensure compliance with all regulatory and internal policies.

Requirements

What you’ll need

College, Vocational or Associates Degree (2 years or equivalent)
2+ Years related banking experience in a similar role
Banking in a commercial bank environment
Financial products, services, compliance KYC-AML
Strong client service and relationship management skills
Knowledge of treasury management and banking products
Problem-solving and analytical thinking ability
Strong verbal and written communication skills
Attention to detail and operational accuracy
Time management and organizational skills
Ability to manage multiple priorities and deadlines
Risk awareness and compliance discipline
Ability to work collaboratively across teams
Proficiency in Microsoft Office (Word, Excel, PowerPoint)

Benefits

Comp & perks

medical
dental
vision
life
disability insurance
comprehensive leave program