JOB SUMMARY: The Treasury Solutions Analyst provides strategic sales support to Treasury Solutions Officers (TSOs). This position directly supports new business generation through the development of proposals, presentations, pro forma, requests for proposals (RFPs) and requests for information (RFIs). Treasury Solutions Analysts also perform extensive data analyses of client and portfolio metrics to uncover sales opportunities and prepare relationship reviews for key clients to assist in managing profitability. This position may also participate in other key sales related initiatives including, but not limited to, cross-sell identification and origination, calling activities, coordination of implementations, and support for risk/legal/compliance-related initiatives.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Prepares sales tools and exhibits, such as presentations (internal and external), proposals, pro forma, client schematics, relationship reviews, etc.
- Develops customized responses to RFPs and RFIs. Collaborates with TSOs and/or RMs/Bankers from other lines of business to complete Executive Summary and establish pricing.
- Supports pricing/re-pricing initiatives by partnering with the TSO to ensure existence of exception pricing for respective client accounts and performing system inputs of approved exception pricing.
- Reviews account analysis statements for designated clients and manages required client communications and/or corrections.
- Performs data-mining of sales/retention opportunities and prepares consolidated presentation of service usage/profitability information.
- Identifies cross-sell opportunities and partners with TSOs to develop portfolio growth strategy.
- Participates in pre-call planning sessions and supports complex and/or multi-service sales pitches by preparing information, attending meetings, and handling post-call follow-up information requests.
- Works closely with clients and implementation team to support implementations on behalf of the Sales team. Facilitates meetings, informing escalated issues, and processing non-standard client requests once approved.
- 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 or a minimum of 7 years of relevant business experience required.
Experience
- Minimum 2 years of sales and service experience in treasury sales or operation management, including proficiency in related systems and operational process required.
Knowledge, Skills, and Abilities
- Knowledge of Treasury & Payment Solutions, including product features and benefits.
- Proven track record of strong interpersonal, written communication, presentation, multi-tasking and professional telephone skills with clients and internal teammates.
- Proficiency with Word, Excel, and PowerPoint.
Additional Information
- Candidates residing in locations within BankUnited's footprint may be given preference.
Skills Required
- Bachelor's degree or a minimum of 7 years of relevant business experience
- Minimum 2 years of sales and service experience in treasury sales or operation management, including proficiency in related systems and operational processes
- Knowledge of Treasury & Payment Solutions, including product features and benefits
- Proficiency with Microsoft Word, Microsoft Excel, and Microsoft PowerPoint
- Strong interpersonal, written communication, presentation, multi-tasking and professional telephone skills
- Familiarity with anti-money laundering regulations and ability to identify and report suspicious activity
- Candidates residing in locations within BankUnited's footprint may be given preference
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.
BankUnited Insights
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.
