Corporate Bank/CRE Support Associate

  • Competitive
  • Miami Lakes, FL, USA
  • Permanent, Full time
  • BankUnited, N.A.
  • 21 Oct 18

Corporate Bank/CRE Support Associate

SUMMARY: The primary goal of the Support Associate position is to support the sales and customer service excellence objectives of the Commercial Banking and Commercial Real Estate Banking units. This position shall interact with clients and provide administrative support on both loans and deposits, as it relates to both upfront and ongoing requirements.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.

* Responds to telephone and e-mail service requests, inquiries or complaints from clients. High volume of contact with sophisticated Commercial Banking and Commercial Real Estate Banking client base.

* Opens new bank accounts (various types) in bank system, performs account maintenance, process check orders, processes account transactions and deposits received via mail.

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

* Pulls daily reports, including ODs, Significant Balance, and others as needed. Manages tickler, documentation exception, past due reports, etc.

* Receives and processes wire transfer instructions and functions as liaison with the Wire Room to facilitate wire transactions.

* Prepares sales presentations, packages, and folders for sales team, attends client visits as needed.

* 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 including but not limited to interaction with Loan Servicing, Treasury Management, and other areas of the Bank.

* Prepares sales meeting reports, pipelines, and other power-point presentations and excel spreadsheets as needed in support of managers.

* Creates initial credit and depository files for new relationships. Organizes and maintains a file system and files correspondence and other records.

* Performs assignments with established directives involving knowledge and application of policies and procedures. Uses independent judgment in actions taken

* Analyzes facts and circumstances to conclude and make recommendations for solving administrative problems within the limits or accepted practice.

* Upon demonstration of responsibility, attention to detail and prudence in decision-making, various levels of approval authority may be granted as needed to serve the needs of the department, including wire transfer approval authority, overdraft approval authority and others. Utilizes granted approval authority within the scope of Bank policy and procedure.

Senior Level Responsibilities: Individuals in the Commercial Banking/Commercial Real Estate Banking Support Associate II position are granted a higher signature authority.

QUALIFICATIONS/COMPETENCIES

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE:

o Bachelor's degree in business related field desirable
o At least two years related experience. Level II position requires at least 5 years related experience.
o Experience in bank customer service capacity, preferably dealing with similar client base