TS Operations Associate

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

JOB SUMMARY: This position focuses on the onboarding of new Treasury Solutions clients and the maintenance of existing clients with regards to the full range of Treasury Solutions services. This position works with the management team to make sure that all department service levels are met on a daily / weekly basis. The Treasury Solutions Operations Associate also reviews daily reports and helps to communicate errors to the Branch Network, Management and clients, if necessary.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Advises Operations Manager of deviations from standard operating procedure and implements corrective action.
• Reviews the business unit's operating procedures, making modifications to streamline processes and minimize expenses. Advises Manager of discrepancies found with the Bank's policies, procedures or forms as they relate to the business unit. Develops and documents department procedures as needed.
• Resolves complaints and answers questions from internal customers / business partners regarding services and procedures. Handles escalated problems, as needed.
• Uses logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions and approaches to problems.
• Actively looks for ways to assist staff and internal customers / business partners.
• Prepares reports for management.
• Performs special projects, as assigned by Operations Manager.
• Performs quality or risk assessments of existing Treasury Solutions clients.
• Handles branch queries, special requests or assist in problem resolution.
• Supports TSOs and Analysts as necessary.
• Completes various Treasury Solutions account set ups.
• Completes various Treasury Solutions account maintenance activities.
• Reviews daily reports, communicating errors as necessary.
• Takes corrective action on errors identified on new account reports or during Quality Control Reviews.
• Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
• Adheres to Bank policies and procedures and completes required training.
• Identifies and reports suspicious activity.

SUPERVISORY RESPONSIBILITIES

• N/A

QUALIFICATIONS

Education

• Associate's Degree preferred
• Bachelor's Degree preferred

Experience

• Experience in Treasury Management/Solutions operations and online banking support, advanced computer skills and a proven track record of providing excellent customer service required.

Licenses and Certifications

• Knowledge, Skills, and Abilities

Additional Information

• Candidates residing in locations within BankUnited's footprint may be given preference.

BankUnited is an Equal Opportunity Employer. BankUnited does not discriminate against individuals on the basis of race, creed, color, gender, religion, national origin, age, disability, veteran status, pregnancy, marital status, citizenship status, sexual orientation, gender identity, genetic information, or any other classification protected by applicable laws.