Job Vacancy Relationship Manager, National HOA / HOA Banking BankUnited


Job title: Relationship Manager, National HOA / HOA Banking

Company: BankUnited

Job description: 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 and in Dallas, Texas. 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 ranked #4 as one of America’s Most Trusted Companies in the Banking industry and is honored to have been included on the Newsweek and Statista America’s Most Trusted Companies Award List!

Our Culture

At BankUnited, we foster an 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.

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 strive to provide a competitive benefits plan to our employees and are proud to have been awarded HEALTHIEST EMPLOYER by the South Florida Business Journal for three consecutive years 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 courses and training through our own GO FOR MORE™ Academy.

If you thrive in a fast-paced collaborative work environment, Apply Now and start your journey with BankUnited today!

Job Description

Location: U.S. (Fully Remote)

SUMMARY: A National Deposits Relationship Manager is responsible for selling bank products and services to commercial clients, high net worth individuals, defined strategic vertical industries, and professional associations. Incumbents are expected to meet or exceed production goals. This is an outside sales position with at least 75% of time spent traveling within assigned market.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.

  • Identifies and solicits business for potential clients using referrals, personal contacts, centers of influence and existing clients.
  • Interviews clients to determine financial position, resources, assets available to invest, financial goals, sources of wealth and client background.
  • Interviews Deposit Account applicants, and collects and analyzes financial and related data to determine the general worthiness of the prospect and the merits of the specific deposit relationship.
  • Collects and analyzes information that reflects the current worthiness of customers, i.e High Risk, type of industry, and the current merits of opening a banking relationship. May obtain information through direct inspection of the applicant’s business and/or review of interim financial reports, personal interview, and other means.
  • Opens and services, with assistance of Commercial-National Deposit Group Support Associates, new Bank accounts and loans (if applicable) for customers, adhering to policies and procedures to prevent new account fraud and BSA / USAPA violations.
  • Authorizes or rejects overdrafts in depository account within established authorities.
  • Monitors loan repayment activities (if applicable) and takes necessary action to collect from past-due accounts.
  • Advises customers, where possible, concerning business management and financial matters and builds consistent and long-term financial advisory relationships with clients.
  • Follows up with customers on a regular basis through phone calls and personal visits.
  • Completes weekly activity reports.
  • Conducts offline or online research to resolve customer problems.
  • Conducts offline or online research to resolve customer problems.
  • Assures all transactions are in compliance with pertinent laws and regulations.
  • Prepares and delivers clear, effective and professional presentations.
  • Keeps abreast of local and national economic, financial, political and legislative events and climates which could have an impact on the division’s lending activities.
  • Participates in community affairs to increase the bank’s visibility and to enhance new business opportunities.
  • Maintains professional and community relations to increase the bank’s visibility and new business opportunities, and to further personal development.
  • Supports Team Leader in achieving budgeted controllable non-interest income and expense, as well as deposit and loan goals, based on department’s annual budget plan.

EDUCATION and/or EXPERIENCE

  • Bachelor’s Degree from four-year college or university required
  • 4-6 Years of related experience and/or training required
  • Must have some credit experience required
  • Direct experience in commercial and/or private banking plus equivalent experience in commercial and personal lending preferred

Expected salary:

Location: New York City, NY

Job date: Fri, 24 Jun 2022 00:51:03 GMT

Apply for the job now!

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