Treasury Solutions Operations Specialist Client Onboarding

BankUnited, N. A.; Florida; On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Restaurant d'entreprise

Indemnités de stage/alternance

Job summary

BankUnited is seeking a Treasury Solutions Operations Associate to support onboarding of new Treasury Solutions clients and maintain relationships with existing clients. The role collaborates with the management team to ensure daily/weekly service levels are met and reviews daily reports to communicate errors.

You will assist with account setups, maintenance, and risk controls, advise on procedures, and support the branch network, management, and clients as needed.

Qualifications

• Experience in Treasury Management/Solutions operations and online banking support; strong customer service.
• Advanced computer skills and ability to resolve issues efficiently.
• Knowledge of regulatory requirements and risk controls (e.g., Bank Secrecy Act, Patriot Act).

Responsibilities

• Advise Operations Manager of deviations from SOPs and implement corrective actions.
• Review procedures and streamline processes to reduce expenses.
• Resolve complaints and answer questions from internal customers and partners.
• Prepare reports for management and communicate findings.
• Perform quality or risk assessments of Treasury Solutions clients.
• Complete Treasury Solutions account setups and maintenance activities.
• Adhere to laws and report suspicious activity.

Skills

Treasury Operations

Online Banking

Customer Service

Advanced IT Skills

Education

Associate's Degree

Bachelor's Degree

Job description

BankUnited is seeking a Treasury Solutions Operations Associate to support onboarding of new Treasury Solutions clients and maintain relationships with existing clients. The role collaborates with the management team to ensure daily/weekly service levels are met and reviews daily reports to communicate errors.

You will assist with account setups, maintenance, and risk controls, advise on procedures, and support the branch network, management, and clients as needed.