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BankUnited · 1 hour ago

Associate Relationship Manager, National Title Solutions

Port Chester, NY

Full-time

Onsite

Entry Level

2+ years exp

BankUnited is seeking an Associate Relationship Manager for their National Title Solutions team. The role focuses on supporting sales and service objectives, facilitating communication between teams, and assisting with client onboarding and ongoing support.

BankingFinanceFinancial Services

Diversity & Inclusion

Responsibilities

Responsible for supporting NTS Sales Team with Client on-boarding, implementation, and ongoing support

Liaison between Sales Team and Operations Team to facilitate communication regarding Client needs

Assists in the cross selling of bank products and services to the existing client base

Prepares sales presentations, packages, and folders for sales team

Ships and receives documentation, statements, and other client correspondence

Composes a variety of client letters using appropriate and professional business language and handles incoming mail

Sets clients up with Internet Banking and other alternative delivery services

Troubleshoots client issues as needed

Prepares power-point presentations and excel spreadsheets as needed in support of managers

Organizes and maintains a file system and files correspondence and other records

Maintain ongoing communications with Operation Specialists and Treasury Service partners on any pending service issues and or account opening and onboarding

Answers and screens telephone calls for NTS Bankers and arranges conference calls if applicable

Researches, compiles, stores and retrieves data for presentation of reports. May prepare statistical reports

Coordinates and arranges meetings, prepare agendas, reserve and prepare records and transcribe notes of meetings

Contributes to the team effort to accomplish results

Assists NTS Bankers and NTS-Team Leader with various projects

Assists NTS Operations Manager and Support Associates

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

Qualification

Client onboardingSales supportBank customer servicePowerPoint presentationsExcel spreadsheetsCommunication skillsOrganizational skillsTeam collaboration