Treasury Solutions Onboarding & Ops Specialist

BankUnited; Florida; On-site; USD 60,000 - 75,000; Full time

Job summary

BankUnited is seeking a Treasury Solutions Operations professional to onboard new Treasury Solutions clients and maintain existing relationships. You will work with the management team to ensure daily/weekly service levels are met and communicate errors to the Branch Network, Management and clients when necessary.

The role requires experience in Treasury Management/Solutions operations, strong computer skills and a proven customer service track record.

Qualifications

• Experience in Treasury Management/Solutions operations and online banking support.
• Advanced computer skills and a proven track record of customer service.
• HS Diploma required; higher degrees preferred.

Responsibilities

• Maintains department workflows and adheres to procedures.
• Advises on deviations from SOP and implements corrective actions.
• Reviews operating procedures to streamline processes and reduce costs.
• Resolves questions from internal customers and partners; handles escalations.
• Prepares management reports and participates in special projects.
• Performs quality or risk assessments of Treasury Solutions clients.
• Handles branch queries and supports TSOs and Analysts as needed.
• Completes Treasury Solutions account setups and maintenance activities.
• Identifies and reports suspicious activity and ensures compliance.

Skills

Customer service

Online banking support

Advanced computer skills

Education

HS Diploma

Associate's Degree

Bachelor's Degree

Job description

BankUnited is seeking a Treasury Solutions Operations professional to onboard new Treasury Solutions clients and maintain existing relationships. You will work with the management team to ensure daily/weekly service levels are met and communicate errors to the Branch Network, Management and clients when necessary.

The role requires experience in Treasury Management/Solutions operations, strong computer skills and a proven customer service track record.