JOB SUMMARY: The primary goal of the CPB-Associate Relationship Manager (ARM) position is to support the sales and service objectives of the Commercial Private Banking Sales team. Further, to serve in a development role to transition to that of a Relationship Manager in the future.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Responsible for supporting CPB 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.
- Maintains 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 CPB 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 CPB Bankers and CPB -Team Leader with various projects.
- Assists CPB 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.
QUALIFICATIONS
Education
- Bachelor's Degree in business related field desirable
Experience
- At least two years' experience as a commercial support associate or equivalent experience preferred
- Experience in bank customer service capacity, dealing with a national client base preferred
Additional Information
- Candidates residing in locations within BankUnited's footprint may be given preference.
Qualifications
Candidates residing in locations within BankUnited's footprint may be given preference.
