Associate Relationship Manager, Commercial Banking

1 day ago

Fort Lauderdale, United States BankUnited Full time
SUMMARY: The primary goal of the Commercial Banking Relationship Manager position is to support the sales and service objectives of the Commercial Banking Division. Further, to serve in a development role to and demonstrate proficiency in acquires skills that would enable the Associate RM to transition to that of a Commercial Relationship Manager with BankUnited in the future.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
  • Acquire Relationship Building, Selling and Presentation Skills by working closely with a Commercial Sales Team. Activities would gradually increase in scope during the duration of the Associate RM's role, and would include, but not be limited to:
    • Participating in Pre-Call Planning and Post-Call Debrief Session with the sales team
    • Compiling Market Data to aide with in-market business development / prospecting efforts
    • Preparation of Commercial Pitch Books / Pitch Decks, Expression of Interest, Term Sheets, Commitment Letters, and general proposals
    • Attend Joint Sales Calls with Clients, Prospects, COIs as well as Networking Events
    • Develop and Source Content for Prospect and Client Follow-up initiatives
    • Attending Bank Sponsored Client Entertainment events
    • Developing a list of in market Centers of Influence
    • Developing a "top 50" core C&I prospect list
    • Co-Managing and Managing Client Relationships
    • Setting up Meetings with Clients, Prospects and COIs
  • Acquire and Expand Credit Skills, which includes but is not limited to:
    • Completing Moody's/Omega Credit Training Coursework (on-line)
    • Learning BankUnited Credit Policy & Procedures
    • Preparing Pre-Approval Memorandums (PAMs) along side the Front Line (RM/CPO)
    • Attending Internal Credit Deal Discussion Meetings
    • Acquiring Deal Structuring
    • Reading and fully understanding CAMs
    • Reviewing Loan Documentation
    • Working with internal and outside Legal for renewals, modifications and closings
    • Partnering with CPO Tower and Credit Tower
  • Learning Bank Internal Systems, which include but are not limited to:
    • Using Salesforce.com
    • Loan Pricing Tool * PAM/CAMs
    • inCino
    • Axiom
    • Completing standard compliance training
    • Pitch Books
    • Powerpoint
    • Excel
  • Acquire Product Knowledge, which includes, but is not limited to:
    • Treasury Management
    • HOA Banking
    • Capital Markets
    • Commercial Card
    • Merchant Services
    • 401(k)
    • Other products utilized in the segment
  • Support Commercial Banking Sales Team with Client on-boarding, implementation, and ongoing support.
  • Act as liaison between Sales Team and Operations Team to facilitate communication regarding Client needs.
  • Assist in the cross selling of bank products and services to the existing client base.
  • Assist the Regional Team Lead with ongoing Projects
  • Help Troubleshoot Client issues, as needed
  • 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.


EDUCATION Bachelor's Degree or equivalent combination of education and experience' Or Associate's Degree or equivalent and 2 years related sales banking experience and/or credit training required

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