Client Services & Treasury Support Specialist

bankunitedexternal

Lehi (UT)

On-site

USD 44,000 - 64,000

Full time

3 days ago
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Job summary

BankUnited is seeking a Service Specialist to serve as the primary contact for National Title Solutions clients, handling inquiries, account openings, and ongoing account maintenance with a high-touch, solutions-focused approach. You will work with internal teams to ensure accuracy and timely processing of requests in a regulated environment.

In this role you will support treasury management services, online banking, and reporting while upholding confidentiality and bank policies.

Qualifications

  • HS Diploma or GED required.
  • Minimum of 1-2 years of branch banking, cash handling or related financial services experience preferred.
  • Demonstrated client service, account maintenance, treasury management support and issue resolution experience preferred.

Responsibilities

  • Serve as a primary service contact for National Title Solutions clients, handling inquiries promptly and professionally.
  • Manage a high volume of client requests with accuracy and timely follow-through.
  • Support opening and maintenance of commercial and deposit accounts.
  • Assist with treasury management products, online banking, ACH, wires and reporting.
  • Coordinate with internal partners to resolve account-related issues and provide client reporting.

Skills

Customer service
Account maintenance
Treasury management support
Issue resolution
Operational follow-through

Education

HS Diploma or GED

Tools

Bank systems
Microsoft Word
Excel
Outlook
Online banking

Job description

BankUnited is seeking a Service Specialist to serve as the primary contact for National Title Solutions clients, handling inquiries, account openings, and ongoing account maintenance with a high-touch, solutions-focused approach. You will work with internal teams to ensure accuracy and timely processing of requests in a regulated environment.

In this role you will support treasury management services, online banking, and reporting while upholding confidentiality and bank policies.

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