Associate Relationship Manager, National Title Solutions at BankUnited, Inc.

Dallas, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

20 Mar, 26

Salary

0.0

Posted On

20 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client On-boarding, Sales Support, Communication, Cross Selling, Presentation Preparation, Documentation Management, Troubleshooting, Data Research, Meeting Coordination, Team Collaboration, Regulatory Compliance, Customer Service, File Organization, Statistical Reporting, Internet Banking Setup, Project Assistance

Industry

Banking

Description

SUMMARY: The primary goal of the NTS-Associate Relationship Manager (ARM) position is to support the sales and service objectives of the National Title Solutions (NTS) team. Further, to serve in a development role to transition to that of a Relationship Manager in the future. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. * Responsible for supporting NTS Sales Team with Client on-boarding, implementation, and ongoing support. * Liaison between Sales Team and Operations Team to facilitate communication regarding Client needs. * Assists in the cross selling of bank products and services to the existing client base. * Prepares sales presentations, packages, and folders for sales team. * 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. * Prepares power-point presentations and excel spreadsheets as needed in support of managers. * Organizes and maintains a file system and files correspondence and other records. * Maintain ongoing communications with Operation Specialists and Treasury Service partners on any pending service issues and or account opening and onboarding * Answers and screens telephone calls for NTS Bankers and arranges conference calls if applicable. * Researches, compiles, stores and retrieves data for presentation of reports. May prepare statistical reports. * Coordinates and arranges meetings, prepare agendas, reserve and prepare records and transcribe notes of meetings. * Contributes to the team effort to accomplish results. * Assists NTS Bankers and NTS-Team Leader with various projects. * Assists NTS Operations Manager and Support Associates * 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 desirable EXPERIENCE * At least two years' experience as an NTG Ops Specialist or equivalent experience preferred * Experience in bank customer service capacity, dealing with a national client base preferred ADDITIONAL INFORMATION: Candidates residing in locations within BankUnited's footprint may be given preference. Qualifications Candidates residing in locations within BankUnited's footprint may be given preference.

Responsibilities

The Associate Relationship Manager supports the sales and service objectives of the National Title Solutions team by assisting with client on-boarding and ongoing support. They act as a liaison between the Sales and Operations teams to ensure effective communication regarding client needs.