Commercial Banking Associate - Onboarding & Support

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

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.