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TS Client Advocate I
3 months ago
BankUnited (NYSE: BKU) is a national bank headquartered in Miami Lakes, Florida with banking centers in Florida, the New York metropolitan area, Dallas and Atlanta. BankUnited has two subsidiaries, Pinnacle Public Finance headquartered in Scottsdale, Arizona and Bridge Funding Group headquartered in Hunt Valley, Maryland. We pride ourselves on our entrepreneurial and collaborative culture encompassing the best minds, the brightest talent and the boldest decision makers.
BankUnited is honored to announce that we have been included on the Newsweek and Statista America's Most Trusted Companies Award List
BankUnited has been recognized by Newsweek for two outstanding awards in 2023 as one of America's Greatest Workplaces and as one of America's Greatest Workplaces for Job Starters, which acknowledges our commitment to creating an exceptional workplace.
Our Culture
At BankUnited, we foster a diverse and inclusive environment where all employees have the opportunity to advance, grow and achieve their goals. Our rally cry is to GO FOR MORE™, a call to action to go above and beyond to provide the best customer experience to every client and to GO FOR MORE in your career.
Why BankUnited
Working for BankUnited offers you exciting challenges and opportunities to advance your professional development, while empowering you to deliver and be your best. We are happy to report the average tenure according to LinkedIn insights is 8.3 years. We strive to provide a competitive benefits plan to our employees and are proud to have been nationally ranked #1 as one of the 2023 Healthiest 100 Workplaces in America by Springbuk and awarded HEALTHIEST EMPLOYER by the South Florida Business Journal since 2020.
As a company, we believe we are only as successful as our people and are committed to providing training and innovative resources that prepare you to reach your full potential. That's why in addition to tuition reimbursement, we provide our employees with exciting career coaching, courses and training through our own GO FOR MORE™ Academy and mentoring opportunities through our iCARE™ (Inclusive Community of Advocacy, Respect and Equality) program.
At BankUnited, we strive to provide our employees with a work life balance. Specifically, retail branches operate 5 days a week Monday - Friday, excluding evening and/or weekend hours. For many of our positions, we offer a hybrid work environment, as well as a remote work environment for designated positions.
If you thrive in a fast-paced collaborative work environment, Apply Now and start your journey with BankUnited today
Job Description
SUMMARY: The Client Advocate I is responsible for servicing incoming inquiries for Treasury Solutions' clients. The Client Advocate I position takes incoming calls, responds to emails, chats, and other channels of communication to resolve issues or reply to inquiries for Treasury Solutions' clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
- Represents Treasury Solutions appropriately including being prompt and accurate with all responses and following up when necessary with the correct responses.
- Furnishes prompt, efficient, and accurate service while servicing customer inquiries.
- Takes full ownership of any unresolved problems, until a proper handoff or resolution occurs.
- Escalates to Level II and Level III as appropriate, communicating within the Treasury Solutions' Division.
- Ensures that Treasury Solutions' clients receive an exceptional level of service creating the ultimate client experience.
- Works, when necessary, with other divisions within BankUnited for any calls misdirected to the Treasury Solutions' support line.
- Assists with clerical and other department tasks as needed.
- Reviews customer emails, chats, and other form of client communication, while writing timely and professional responses to their questions or routes them to the appropriate division as needed.
- Display empathy with the clients by actively listening to their concerns, reflecting back their emotions, and summarizing their main points.
- Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
- Adheres to Bank policies and procedures and completes required training.
- Identifies and reports suspicious activity.
HS Diploma required, Bachelor's Degree preferred.
EXPERIENCE
- 1 year plus of Call Center experience including at least 2 years of Commercial products experience preferred.
- 1 Year plus of Treasury Solutions/Treasury Management/Cash Management products experience preferred.
- Knowledge of Treasury Management/Solutions' core products is a requirement.
- Bilingual candidates preferred but not required.
