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The Role
Job Summary & Responsibilities
Bachelor's Degree in business related field preferred
SUMMARY: The primary goal of the National Title Solutions Support Associate position is to support the sales and service excellence objectives of the National Title Solutions Team.
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 National Title Solutions clients. High volume of contact with sophisticated high net worth 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.
- Pulls daily reports, including ODs, Significant Balance, and others as needed.
- Receives and processes wire transfer instructions and functions as liaison with the Wire Room to facilitate wire transactions and Fraud Department.
- Prepares account documentation for new clients.
- 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.
- Troubleshoots client issues as needed.
- Performs assignments with established directives involving knowledge and application of policies and procedures including STOPPED policy and Private Banking procedures. Uses independent judgment in actions taken.
- Contributes to the team efforts in order to accomplish results.
- 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.
- Assists National Title Solutions Managing Director, Relationship Manger and Operations Manager with various projects.
- 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.
EDUCATION
Bachelor's Degree in business related field preferred
EXPERIENCE
- At least two years experience as Private Banking Assistant or equivalent experience preferred
- Experience in bank customer service capacity, dealing with high net worth client base preferred
KNOWLEDGE, SKILLS AND ABILITIES
- National Title Solutions specializes in the Real Estate and Title Industry, Support Associate's understand and are able to speak with clients in various components of the Real Estate and Title Industry.
- Literate in Microsoft Outlook, Word, Excel and PowerPoint required
ADDITIONAL INFORMATION
- Candidates residing in locations within BankUnited's footprint may be given preference.
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BankUnited Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about BankUnited and has not been reviewed or approved by BankUnited.
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Healthcare Strength — Healthcare coverage is positioned as comprehensive, with medical, dental, and vision options plus disability and life insurance. Wellness programming is described as robust, including incentives, screenings, and on-site fitness facilities at the corporate center.
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Retirement Support — Retirement support includes a 401(k) plan with a company match and relatively quick eligibility after one month. Auto-enrollment and auto-increase features are described, which can help employees build savings consistently.
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Leave & Time Off Breadth — Time-off offerings are described as broad, including a sizable PTO range by level and paid holidays. Additional time-off programs such as volunteer time and flexible/hybrid/remote arrangements are also described for eligible positions.
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The Company
What We Do
BankUnited, Inc., with total consolidated assets of $35.2 billion at March 31, 2021, is a bank holding company with one wholly owned subsidiary, BankUnited. BankUnited, a national banking association headquartered in Miami Lakes, Florida, provides a full range of banking services to individual and corporate customers through banking centers in Florida and New York. The Bank also provides certain commercial lending and deposit products on a national platform. Here at BankUnited, we endeavor to provide, through experienced lending and relationship banking teams, personalized customer service and offer a full range of traditional banking products and services to both commercial and retail customers.
