Treasury Solutions Client Advocate II - Expert Service

BankUnited; Town of Florida (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

BankUnited is seeking a Client Advocate II to service Treasury Solutions clients across multiple channels. You will own inquiries, drive timely resolutions, and coordinate with Level III as needed to ensure exceptional service and compliance.

The role emphasizes problem-solving, empathy, and strong communication within the Treasury Solutions team. The position requires 3+ years in call center environments and familiarity with Treasury Solutions products; bilingual candidates are preferred but

Qualifications

• 3+ years of Call Center experience.
• 2 years of Treasury Solutions / Cash Management products experience preferred.
• Knowledge of Treasury Solutions / Treasury Management core products.
• Bilingual candidates preferred but not required.

Responsibilities

• Takes ownership of unresolved problems until proper resolution or handoff occurs.
• Answers inquiries across multiple channels (phone, email, chat) for Treasury Solutions clients.
• Escalates to Level III as appropriate and communicates with the Treasury Solutions Division.
• Delivers exceptional client service and builds rapport with internal and external clients.
• Collaborates with other divisions for calls misdirected to Treasury Solutions support.
• Reviews client emails and routes them to the appropriate divisions as needed.
• Demonstrates client-centric business acumen and empathy by actively listening and summarizing concerns.
• Identifies and reports suspicious activity and adheres to applicable laws and Bank policies.

Skills

Communication

Empathy

Problem Solving

nCino

Education

HS Diploma

Bachelor's Degree

Tools

N/A

Job description

BankUnited is seeking a Client Advocate II to service Treasury Solutions clients across multiple channels. You will own inquiries, drive timely resolutions, and coordinate with Level III as needed to ensure exceptional service and compliance.

The role emphasizes problem-solving, empathy, and strong communication within the Treasury Solutions team. The position requires 3+ years in call center environments and familiarity with Treasury Solutions products; bilingual candidates are preferred but