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Treasury Solutions Client Advocate I

BankUnited
1 day ago
Full-time
On-site
Miami Lakes, FL

JobsCloseBy Editorial Insights

BankUnited is seeking a Treasury Solutions Client Advocate I for a hybrid onsite role in Miami Lakes, FL to handle inbound inquiries across phone, email, chat and other channels, delivering prompt, accurate service and owning issues until resolution or a proper handoff. The role centers on creating an exceptional client experience, collaborating with other divisions when needed, and maintaining compliance with AML and related requirements while displaying empathy through active listening and reflection. Ideal candidates have a HS diploma, with a Bachelor’s degree preferred, less than one year of call center experience and some Commercial or Treasury products exposure, and solid knowledge of Treasury Management products; bilingual abilities are a plus and local footprint is preferred. To apply, tailor your resume to Treasury Solutions, highlight multi channel customer service, problem ownership and escalation, compliance readiness, and your willingness to complete required training for this hybrid opportunity.

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.