Senior Relationship Banker II – Growth & Solutions

Socket.dev; Morristown (NJ); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Sign-on bonus $1,500.00

Job summary

BankUnited seeks a Senior Financial Specialist II in New Jersey to deepen client relationships, identify complex needs, and recommend BankUnited products and solutions. The role blends service line and platform activities while modeling strong sales, service, and risk management.

Responsibilities include uncovering client needs, converting transactions into conversations, opening accounts, and supporting branch sales initiatives.

Qualifications

• HS Diploma or GED required.
• Minimum 3–5 years of branch banking experience.
• Proven success in client service and needs-based sales.

Responsibilities

• Identify client needs and recommend BankUnited products.
• Open accounts and process referrals.
• Maintain compliance and risk management in daily operations.
• Coach team members on service standards.
• Collaborate with other lines to deliver the One Bank experience.

Skills

Sales skills

Client relationships

Discovery questioning

Risk awareness

Communication

Education

HS Diploma or GED

Tools

Microsoft Word

Excel

Outlook

Job description

BankUnited seeks a Senior Financial Specialist II in New Jersey to deepen client relationships, identify complex needs, and recommend BankUnited products and solutions. The role blends service line and platform activities while modeling strong sales, service, and risk management.

Responsibilities include uncovering client needs, converting transactions into conversations, opening accounts, and supporting branch sales initiatives.