NewYorkRecruiter
the smart solution for New York jobs

Commercial-PB Support Associate 2

Company: BankUnited, N.A.
Location: New York
Posted on: June 14, 2018

Job Description:

SUMMARY: The primary goal of the Commercial -- PB Support Associate position is to support the sales and service excellence objectives of the New York Banking Operations. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. * Responds to telephone and e-mail service requests, inquiries or complaints from Private Banking clients. High volume of contact with sophisticated high net worth client base. * Opens new bank accounts (various types) in bank system, performs account maintenance, process check orders, processes account transactions and deposits received via mail. * Assists in the cross selling of bank products and services to the existing client base. * Pulls daily reports, including ODs, Significant Balance, and others as needed. * Receives and processes wire transfer instructions and functions as liaison with the Wire Room to facilitate wire transactions. * 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. * Performs assignments with established directives involving knowledge and application of policies and procedures including STOPPED policy and Private Banking procedures. Uses independent judgment in actions taken. * Answers and screens telephone calls for Commercial Private 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, prepares agendas reserves and prepares facilities and records and transcribes records of meetings. * Contributes to the team effort in order to accomplish results. * Analyzes facts and circumstances to conclude and make recommendations for solving administrative problems within the limits or accepted practice. * Upon demonstration of responsibility, attention to detail and prudence in decision-making, various levels of approval authority may be granted as needed to serve the needs of the department, including wire transfer approval authority, overdraft approval authority and others. Utilizes granted approval authority within the scope of Bank policy and procedure. QUALIFICATIONS/COMPETENCIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE: Commercial -- PB Support Associate 1 o Bachelor's degree in business related field desirable o At least two years experience as Private Banking Assistant or equivalent experience o Experience in bank customer service capacity, preferably dealing with high net worth client base Commercial -- PB Support Associate 2 o Bachelor's degree in business related field desirable o Five plus years experience as Private Banking Assistant or equivalent experience o Experience in bank customer service capacity, preferably dealing with high net worth client base Commercial-PB Support Associate 2

Keywords: BankUnited, N.A., New York, Commercial-PB Support Associate 2, Other, New York, New York

Click here to apply!

Didn't find what you're looking for? Search again!


I'm looking for
in category
within


Other Other Jobs


Social Service Counselors
Description: Job DescriptionRequirements: BSW in social work or BA/BS in psychology or a related field. Experience working
Company: Comprehensive Behavioral Healthcare, Inc.
Location: Hackensack
Posted on: 06/24/2018

Benefits Rep Needed
Description: Our 25 year old company is currently interviewing for Benefit Consultants. We help people save
Company: AmeriPlan
Location: Yonkers
Posted on: 06/24/2018

Coordinator Contracts
Description: Job DescriptionWhat will I be doing As a Contracts Services Coordinator you would be responsible for executing your position's responsibilities in alignment with our Spirit of Service culture and driving (more...)
Company: Hilton Grand Vacations (HGV)
Location: New York
Posted on: 06/24/2018


Part-Time Nannies Wanted in Delaware, You Pick When You Work!
Description: Philadelphia Nanny Network services all over Philadelphia and South Jersey, and we also have jobs available in Delaware If you are seeking... - Flexibility and control over your day-to-day schedule - (more...)
Company: Philadelphia Nanny Network
Location: Philadelphia
Posted on: 06/24/2018

Now interviewing - Work at home
Description: We are actively searching for highly motivated individuals to work individually yet as
Company: discount healthcare company
Location: Staten Island
Posted on: 06/24/2018

Now interviewing - Work from home
Description: We are actively searching for highly motivated individuals to work individually yet as a team
Company: Careers
Location: Elizabeth
Posted on: 06/24/2018

Dietician
Description: Dietitian improves Soldier readiness through diet assessment and education. As officers in the Army Medical Specialist Corps, they play an important role in improving the overall quality of life for Soldiers (more...)
Company: United States Army
Location: Philadelphia
Posted on: 06/24/2018

Request for Proposals Associate
Description: What we're looking for: ul li Experience in leading the RFI/RFP process which includes understanding the RFI/RFP requirements, contribute to preparing the solution - presenting capabilities, experience, (more...)
Company: Tephra Inc
Location: New York
Posted on: 06/24/2018

Work at Home Benefit Reps - (Telecommute)
Description: We are seeking very motivated, responsible and fun individuals to join our team. If you are a people person, this will be great
Company: WMEnterprise
Location: East Orange
Posted on: 06/24/2018

Relationship Banker - Queens and Long Island Areas, NY
Description: Description:As a Relationship Banker Trainee with Santander--------s Consumer and Business Banking division you will be given the unique opportunity to jump-start a career in financial services with a (more...)
Company: Santander Bank
Location: New York
Posted on: 06/24/2018

Log In or Create An Account

Username:
Password:
 

Forgot password?


Find us on Facebook

Find us on LinkedIn

Get the latest New York jobs by following @recnetNY on Twitter!

New York RSS job feeds