National Title Solutions Support Associate (Hybrid) - Rye Brook OR Melville, NY

BankUnited, Inc. • Village of Port Chester, NY

8d • Hybrid

About The Position

The primary goal of the National Title Solutions Support Associate position is to support the sales and service excellence objectives of the National Title Solutions Team. This role involves responding to client inquiries, managing accounts, processing transactions, and preparing documentation within the real estate and title industry context. The associate will work with a sophisticated, high-net-worth client base and must adhere to bank policies and regulations.

Requirements

• Literate in Microsoft Outlook, Word, Excel and PowerPoint required.

Nice To Haves

• Bachelor's Degree in business related field preferred
• At least two years experience as Private Banking Assistant or equivalent experience preferred
• Experience in bank customer service capacity, dealing with high net worth client base preferred
• National Title Solutions specializes in the Real Estate and Title Industry, Support Associate's understand and are able to speak with clients in various components of the Real Estate and Title Industry.
• Candidates residing in locations within BankUnited's footprint may be given preference.

Responsibilities

• Responds to telephone and e-mail service requests, inquiries or complaints from National Title Solutions clients.
• Opens new bank accounts (various types) in bank system, performs account maintenance, process check orders, processes account transactions and deposits received via mail.
• 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 and Fraud Department.
• Prepares account documentation for new clients.
• 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.
• Troubleshoots client issues as needed.
• Performs assignments with established directives involving knowledge and application of policies and procedures including STOPPED policy and Private Banking procedures.
• Contributes to the team efforts in order to accomplish results.
• Analyzes facts and circumstances to conclude and make recommendations for solving administrative problems within the limits or accepted practice.
• Utilizes granted approval authority within the scope of Bank policy and procedure.
• Assists National Title Solutions Managing Director, Relationship Manger and Operations Manager with various projects.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level