Treasury Solutions Client Advocate I at BankUnited, Inc.

Miami Lakes, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

12 Oct, 26

Salary

0.0

Posted On

14 Jul, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Treasury Management, Cash Management, Call Center Operations, Client Relationship Management, Professional Communication, Active Listening, Problem Solving, Regulatory Compliance, Bilingual Communication

Industry

Banking

Description

Hybrid opportunity in Miami Lakes, Florida. JOB SUMMARY: The Client Advocate I is responsible for servicing incoming inquiries for Treasury Solutions' clients. The Client Advocate I position takes incoming calls, responds to emails, chats, and other channels of communication to resolve issues or reply to inquiries for Treasury Solutions' clients. ESSENTIAL DUTIES AND RESPONSIBILITIES * Represents Treasury Solutions appropriately including being prompt and accurate with all responses and following up when necessary with the correct responses. * Furnishes prompt, efficient, and accurate service while servicing customer inquiries. * Takes full ownership of any unresolved problems, until a proper handoff or resolution occurs. * Escalates to Level II and Level III as appropriate, communicating within the Treasury Solutions' Division. * Ensures that Treasury Solutions' clients receive an exceptional level of service creating the ultimate client experience. * Works, when necessary, with other divisions within BankUnited for any calls misdirected to the Treasury Solutions' support line. * Assists with clerical and other department tasks as needed. * Reviews customer emails, chats, and other form of client communication, while writing timely and professional responses to their questions or routes them to the appropriate division as needed. * Display empathy with the clients by actively listening to their concerns, reflecting back their emotions, and summarizing their main points. * 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 * HS Diploma required . * Bachelor's Degree preferred. Experience * < 1 year of call center experience including at least 2 years of Commercial products experience preferred. * < 1 year Treasury Solutions / Treasury Management / Cash Management products experience preferred. Knowledge, Skills, and Abilities * Knowledge of Treasury Management / Solutions' core products is a requirement. * Bilingual candidates preferred but not required. Additional Information * Candidates residing in locations within BankUnited's footprint may be given preference.

Responsibilities

The Client Advocate I is responsible for handling incoming client inquiries via phone, email, and chat to resolve issues related to Treasury Solutions. They ensure an exceptional client experience by taking ownership of problems and escalating complex issues to higher levels of support.