Associate Relationship Manager, Commercial Private Banking

BankUnited; New York (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

BankUnited's Commercial Private Banking team seeks an Associate Relationship Manager to support the sales and service objectives and to develop into a Relationship Manager role over time.

The position emphasizes onboarding clients, coordinating with operations, preparing proposals, and maintaining proactive client communication while following bank policies and regulatory requirements.

Qualifications

• Bachelor's Degree in business related field required or desirable
• At least two years' experience in commercial support or equivalent
• Experience in bank customer service capacity, dealing with a national client base preferred

Responsibilities

• Support CPB Sales Team with client on-boarding, implementation, and ongoing support
• Liaison between Sales Team and Operations Team to facilitate communication regarding Client needs
• Assists in the cross selling of bank products and services to the existing client base
• Prepares sales presentations, packages, and folders for sales team
• Ships and receives documentation, statements, and other client correspondence
• Composes client letters using professional business language and handles incoming mail
• Sets clients up with Internet Banking and other delivery services
• Troubleshoots client issues as needed
• Prepares PowerPoint presentations and Excel spreadsheets in support of managers
• Organizes and maintains a file system and records
• Maintains communications with Operation Specialists and Treasury Service partners on service issues
• Answers and screens calls for CPB Bankers and arranges conference calls
• Researches, compiles, stores and retrieves data for reports
• Coordinates and arranges meetings, prepares agendas, records and transcribes notes
• Contributes to team effort to accomplish results
• Assists CPB Bankers and CPB-Team Leader with projects
• Assists CPB Operations Manager and Support Associates
• Adheres to laws and bank policies including anti-money laundering requirements
• Identifies and reports suspicious activity

Education

Bachelor's Degree in business related field

Job description

JOB SUMMARY: The primary goal of the CPB-Associate Relationship Manager (ARM) position is to support the sales and service objectives of the Commercial Private Banking Sales team. Further, to serve in a development role to transition to that of a Relationship Manager in the future.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Responsible for supporting CPB Sales Team with Client on-boarding, implementation, and ongoing support.
• Liaison between Sales Team and Operations Team to facilitate communication regarding Client needs.
• Assists in the cross selling of bank products and services to the existing client base.
• Prepares sales presentations, packages, and folders for sales team.
• 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.
• Prepares power-point presentations and excel spreadsheets as needed in support of managers.
• Organizes and maintains a file system and files correspondence and other records.
• Maintains ongoing communications with Operation Specialists and Treasury Service partners on any pending service issues and or account opening and onboarding
• Answers and screens telephone calls for CPB Bankers and arranges conference calls if applicable.
• Researches, compiles, stores and retrieves data for presentation of reports. May prepare statistical reports.
• Coordinates and arranges meetings, prepare agendas, reserve and prepare records and transcribe notes of meetings.
• Contributes to the team effort to accomplish results.
• Assists CPB Bankers and CPB -Team Leader with various projects.
• Assists CPB Operations Manager and Support Associates
• 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.

QUALIFICATIONS

Education

• Bachelor's Degree in business related field desirable

Experience

• At least two years' experience as a commercial support associate or equivalent experience preferred
• Experience in bank customer service capacity, dealing with a national client base preferred

Additional Information

• Candidates residing in locations within BankUnited's footprint may be given preference.