Banking Operations & Client Care Lead

BankUnited; Florida; On-site; USD 60,000 - 90,000; Full time

Job summary

BankUnited is seeking a Client Care Operations Support Analyst to manage day-to-day employee accounts and support Client Care Center fulfillment. The role combines operational analysis with frontline guidance to mitigate risk and ensure service excellence across multiple lines of business.

The ideal candidate has 2–4 years in retail or online banking operations, strong leadership, and a solid understanding of BSA/AML and regulatory standards.

Qualifications

• Associate's Degree or its equivalent required.
• 2-4 years in Retail or Online Banking Operations fulfillment and/or related financial service operations experience.
• 2-4 Years Customer Service/Client Support experience.
• 2-4 Years Progressive banking/call center experience with leadership capabilities preferred.
• Experience with cross-functional collaboration.
• Experience using Web-Based Windows applications.

Responsibilities

• Execute complex account maintenance, closures, and product conversions per policy.
• Process and review business forms for small business onboarding.
• Process and approve official checks, wires, and funds transactions within limits.
• Analyze employee account reports and onboarding/offboarding activity for accuracy.
• Respond to calls providing real-time operational assistance and escalation.
• Support online banking operations and troubleshoot access issues.
• Collaborate with compliance, risk, and operations to maintain regulatory alignment.
• Lead and supervise as needed, monitoring KPIs and workflow.
• Identify opportunities for efficiency, automation, and risk reduction.

Skills

Banking operations

Leadership

Risk mitigation

Data analysis

Communication

Education

Associate's Degree or equivalent

Tools

Core banking systems

Microsoft Excel

Microsoft Word

Microsoft Outlook

CRM systems

Job description

BankUnited is seeking a Client Care Operations Support Analyst to manage day-to-day employee accounts and support Client Care Center fulfillment. The role combines operational analysis with frontline guidance to mitigate risk and ensure service excellence across multiple lines of business.

The ideal candidate has 2–4 years in retail or online banking operations, strong leadership, and a solid understanding of BSA/AML and regulatory standards.