HiringCafe
Posted 1d ago

Treasury Solutions Client Advocate I

@ BankUnited
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Miami Lakes, Florida, United States
HybridFull Time
Responsibilities:servicing inquiries, resolving issues, escalating problems
Requirements Summary:HS diploma required (BA preferred). Knowledge of Treasury Management products required. Call center or commercial banking experience preferred. Bilingual preferred. Must follow AML/Bank Secrecy Act guidance.
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Job 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.