The Role
The Relationship Manager is responsible for building operational relationships in the Real Estate segment, focusing on title insurance, with a significant travel component for client acquisition and management.
Summary Generated by Built In
Job Summary & Responsibilities
SUMMARY: The Relationship Manager for National Title Solutions (NTS) is responsible for developing, growing, and managing a portfolio of commercial deposit and cash management relationships within the title, escrow, and settlement industry. This forward-facing sales role requires deep industry knowledge, strong business development acumen, and the ability to deliver exceptional client experiences in a complex, regulated environment. The RM will source new business nationally through proactive prospecting, strategic partnerships, and participation in industry conferences and events. The role partners closely with internal operations, treasury, compliance, and risk teams to ensure seamless client onboarding and ongoing relationship management.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
- Identify and cultivate new client relationships across the title, escrow, and settlement services sectors nationwide.
- Develop tailored deposit, treasury, and escrow management solutions to meet client needs.
- Build and maintain referral networks with software partners, underwriters, and title vendors.
- Represent NTS at industry events, conferences, and client meetings.
- Serve as primary contact for assigned clients, ensuring a high-touch, white-glove experience.
- Conduct regular portfolio reviews to assess profitability, growth opportunities, and client satisfaction.
- Partner with internal departments to ensure timely implementation, onboarding, and service delivery.
- Resolve client inquiries and escalate issues appropriately to maintain service excellence.
- Meet and exceed annual deposit growth and fee income goals.
- Maintain deep understanding of regulatory and compliance requirements within escrow and fiduciary account structures.
- Monitor account activity for performance, usage and adherence to operational policies.
- Ensure all relationships align with the bank's credit and risk appetite.
- Work closely with NTS Operations, Treasury Management, and Compliance teams to execute on client commitments.
- Mentor associate relationship managers as the business scales.
- 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 from four-year college or university required
EXPERIENCE
- 4-6 Years in commercial banking, treasury management, or title/escrow industry sales required
KNOWLEDGE, SKILLS AND ABILITIES
- Proven track record of meeting or exceeding production and relationship management goals.
- Excellent communication, presentation, and negotiation skills.
- Willingness to travel nationally to client sites and industry events (up to 50%)
- Relationship-driven with consultative sales approach
- Collaborative team player with cross functional alignment
- Customer-centric and solutions-oriented.
ADDITIONAL INFORMATION
- Candidates residing in locations within BankUnited's footprint may be given preference.
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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.
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