The Role
Onboards and maintains Treasury Solutions clients, completes account setups and maintenance, reviews daily reports, and communicates or corrects errors. Maintains workflows, documents procedures, supports quality and risk assessments, resolves internal customer and branch inquiries, prepares management reports, and assists with special projects. The role also ensures compliance with banking policies, anti-money-laundering requirements, the Bank Secrecy Act, and the USA PATRIOT Act while reporting suspicious activity.
Summary Generated by Built In
Job Summary & Responsibilities
JOB SUMMARY: This position focuses on the onboarding of new Treasury Solutions clients and the maintenance of existing clients with regards to the full range of Treasury Solutions services. This position works with the management team to make sure that all department service levels are met on a daily / weekly basis. The Treasury Solutions Operations Associate also reviews daily reports and helps to communicate errors to the Branch Network, Management and clients, if necessary.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Maintains department work-flow.
- Advises Operations Manager of deviations from standard operating procedure and implements corrective action.
- Reviews the business unit's operating procedures, making modifications to streamline processes and minimize expenses. Advises Manager of discrepancies found with the Bank's policies, procedures or forms as they relate to the business unit. Develops and documents department procedures as needed.
- Resolves complaints and answers questions from internal customers / business partners regarding services and procedures. Handles escalated problems, as needed.
- Uses logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions and approaches to problems.
- Actively looks for ways to assist staff and internal customers / business partners.
- Prepares reports for management.
- Performs special projects, as assigned by Operations Manager.
- Performs quality or risk assessments of existing Treasury Solutions clients.
- Handles branch queries, special requests or assist in problem resolution.
- Supports TSOs and Analysts as necessary.
- Completes various Treasury Solutions account set ups.
- Completes various Treasury Solutions account maintenance activities.
- Reviews daily reports, communicating errors as necessary.
- Takes corrective action on errors identified on new account reports or during Quality Control Reviews.
- 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.
SUPERVISORY RESPONSIBILITIES
- N/A
QUALIFICATIONS
Education
Education
- HS Diploma required
- Associate's Degree preferred
- Bachelor's Degree preferred
Experience
- Experience in Treasury Management/Solutions operations and online banking support, advanced computer skills and a proven track record of providing excellent customer service required.
Licenses and Certifications
- Knowledge, Skills, and Abilities
Additional Information
- Candidates residing in locations within BankUnited's footprint may be given preference.
Skills Required
- High school diploma
- Associate's degree
- Bachelor's degree
- Experience in Treasury Management or Treasury Solutions operations
- Experience providing online banking support
- Advanced computer skills
- Proven track record of providing excellent customer service
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.
