Treasury Solutions Client Concierge — Expert Support

BankUnited; Miami (FL); Hybrid; USD 42,000 - 55,000; Full time

Job summary

BankUnited is seeking a Client Advocate I to service Treasury Solutions clients via phone, email, chat, and other channels. The role focuses on timely, accurate responses, issue ownership, and proper handoffs while maintaining compliance with AML and BSA requirements.

The position requires knowledge of Treasury Solutions' core products, strong communication skills, and a willingness to work cross-functionally with other divisions to ensure an exceptional client experience.

Qualifications

• Bachelor's degree preferred.
• 1 year of call center experience including 2+ years of Commercial products experience preferred.
• 1 year Treasury Solutions / Treasury Management / Cash Management products experience preferred.

Responsibilities

• Handle incoming inquiries via calls, emails, chats, and other channels for Treasury Solutions clients.
• Provide prompt, accurate, and empathetic responses and proper handoffs/escalations when needed.
• Resolve issues and follow up to ensure client satisfaction and resolve.
• Escalate to Level II/III as appropriate within Treasury Solutions' division.
• Review and respond to client communications professionally and routing as needed.
• Adhere to applicable laws and Bank policies, including AML and BSA requirements.

Skills

Treasury management knowledge

Customer service

Communication skills

Bilingual (preferred)

Education

Bachelor's degree preferred

Job description

BankUnited is seeking a Client Advocate I to service Treasury Solutions clients via phone, email, chat, and other channels. The role focuses on timely, accurate responses, issue ownership, and proper handoffs while maintaining compliance with AML and BSA requirements.

The position requires knowledge of Treasury Solutions' core products, strong communication skills, and a willingness to work cross-functionally with other divisions to ensure an exceptional client experience.