Jr. Treasury Solutions Officer

Who We Are
BankUnited (NYSE: BKU) is a national bank headquartered in Miami Lakes, Florida with banking centers in Florida, the New York metropolitan area, Dallas and Atlanta. BankUnited has two subsidiaries, Pinnacle Public Finance headquartered in Scottsdale, Arizona and Bridge Funding Group headquartered in Hunt Valley, Maryland. We pride ourselves on our entrepreneurial and collaborative culture encompassing the best minds, the brightest talent and the boldest decision makers.
BankUnited is honored to announce that we have been included on the Newsweek and Statista America's Most Trusted Companies Award List!
BankUnited has been recognized by Newsweek for two outstanding awards in 2023 as one of America's Greatest Workplaces and as one of America's Greatest Workplaces for Job Starters, which acknowledges our commitment to creating an exceptional workplace.
Our Culture
At BankUnited, we foster a diverse and inclusive environment where all employees have the opportunity to advance, grow and achieve their goals. Our rally cry is to GO FOR MORE™, a call to action to go above and beyond to provide the best customer experience to every client and to GO FOR MORE in your career.
Why BankUnited
Working for BankUnited offers you exciting challenges and opportunities to advance your professional development, while empowering you to deliver and be your best. We are happy to report the average tenure according to LinkedIn insights is 8.3 years. We strive to provide a competitive benefits plan to our employees and are proud to have been nationally ranked #1 as one of the 2023 Healthiest 100 Workplaces in America by Springbuk and awarded HEALTHIEST EMPLOYER by the South Florida Business Journal since 2020.
As a company, we believe we are only as successful as our people and are committed to providing training and innovative resources that prepare you to reach your full potential. That's why in addition to tuition reimbursement, we provide our employees with exciting career coaching, courses and training through our own GO FOR MORE™ Academy and mentoring opportunities through our iCARE™ (Inclusive Community of Advocacy, Respect and Equality) program.
At BankUnited, we strive to provide our employees with a work life balance. Specifically, retail branches operate 5 days a week Monday - Friday, excluding evening and/or weekend hours. For many of our positions, we offer a hybrid work environment, as well as a remote work environment for designated positions.
If you thrive in a fast-paced collaborative work environment, Apply Now and start your journey with BankUnited today!
Job Description
SUMMARY: A Junior Treasury Solutions Officer (JTSO) is responsible for providing a high-quality customer on-boarding experience and supports client implementations. The JTSO provides support and ongoing account maintenance as well as assists with Fintech partnership integrations to ensure exceptional customer experience in the Treasury Solutions client portfolio.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.

• Maintain a high-level understating and ability to navigate across the bank's internal and customer facing systems.
• Attend meetings and training as required to continue development and to enhance knowledge of TS products, processes, and technologies.
• Adheres to Service Level Agreements to fulfill stakeholder expectations.
• Works in partnership with analysts to manage queue and establish prioritizations to ensure efficiency and speed of execution.
• Mines internal data to identify service needs requiring in-depth knowledge of banking and treasury products and services.
• Identifies areas to improve speed and efficiencies of client implementations and experience.
• Takes ownership to help coordinate efforts with appropriate partners with tasks such as client service inquiries, billing, Fintech integrations and support requests as it relates to Treasury Solutions products.
• Is aware of the direct bottom line impact fast tracking product implementation and positively influencing customer satisfaction by delivering a superior onboarding experience impacts speed to revenue.
• Develops account plans for clients/prospects within assigned client group to identify key retention and cross-selling, identifying, and evaluating solutions.
• Coordinates and directs Treasury Solutions for clients to include development of new treasury business, expansion of existing business relationships through cross sell and maintaining current client relationships.
• Demonstrates presentation (written and oral) advisory skills.
• Leads risk assessment associated with potential solutions.
• Partners closely with client-facing teammates to cross sell and consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client.
• Maintains daily client contact through both independent and joint calling activities.
• Plays a key role in the end to end client implementation and accountable for running the Treasury Product onboarding experience.
• Builds partnerships and collaborates across teams to achieve sustainable results. Demonstrates and encourages collaboration and teamwork.
• Works with manager as an advisor to more complex deals.
• Creates product and pricing proposals for prospective and existing clients.
• Comfortable working with customers on password resets/unlocks and basic training needs.
• Participates in Special Projects as needed.
• 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 or an equivalent combination of education and related work experience required.
EXPERIENCE

• At least 1 - 3 years of demonstrated success treasury/industry knowledge, demonstrating desire and readiness to perform sales to Retail / Business Banking, Commercial, and Middle Market Clients required.

KNOWLEDGE, SKILLS AND ABILITIES

• Proven track record of excellent communication and presentation skills and strong organization and time management skills. Must also be able to demonstrate sales readiness and treasury knowledge.
• Deep understanding of nCino system and ownership of documentation processing.
• Ability to convey technical information in a way that is easy for others to understand.