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Corporate Banking/CRE Support Associate I
4 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 primary goal of the Support Associate position is to support the sales and customer service excellence objectives of the Corporate Banking and Commercial Real Estate Banking units. This position shall interact with clients and provide administrative support on both loans and deposits, as it relates to both upfront and ongoing requirements.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
- Responds to telephone and e-mail service requests, inquiries or complaints from clients. High volume of contact with sophisticated Corporate Banking and Commercial Real Estate Banking client base.
- Opens new bank accounts (various types) in bank system, performs account maintenance, process check orders, processes account transactions and deposits received via mail.
- Assists in the cross selling of bank products and services to the existing client base.
- Pulls daily reports, including ODs, Significant Balance, and others as needed. Manages tickler, documentation exception, past due reports, etc.
- Receives and processes wire transfer instructions and functions as liaison with the Wire Room to facilitate wire transactions.
- Prepares sales presentations, packages, and folders for sales team, attends client visits as needed.
- Ships and receives documentation, statements, and other client correspondence.
- Composes a variety of client letters using appropriate and professional business language and handles incoming mail.
- Sets clients up with Internet Banking and other alternative delivery services.
- Troubleshoots client issues as needed including but not limited to interaction with Loan Servicing, Treasury Management, and other areas of the Bank.
- Prepares sales meeting reports, pipelines, and other power-point presentations and excel spreadsheets as needed in support of managers.
- Creates initial credit and depository files for new relationships. Organizes and maintains a file system and files correspondence and other records.
- Performs assignments with established directives involving knowledge and application of policies and procedures. Uses independent judgment in actions taken
- Analyzes facts and circumstances to conclude and make recommendations for solving administrative problems within the limits or accepted practice.
- Upon demonstration of responsibility, attention to detail and prudence in decision-making, various levels of approval authority may be granted as needed to serve the needs of the department, including wire transfer approval authority, overdraft approval authority and others. Utilizes granted approval authority within the scope of Bank policy and procedure.
- 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.
Bachelor's Degree in business related field preferred
EXPERIENCE
- 1 year of experience in business related field required
- Experience in bank customer service capacity, preferably dealing with similar client base required
- Must be literate in Microsoft Outlook, Word, Excel and PowerPoint.