~23d ago

Treasury Solutions Client Advocate I

United States·Miami LakesNormalmid

Finance & AccountingOtherClientTreasury

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Quick Summary

Overview

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,

Technical Tools

Finance & AccountingOtherClientTreasury

Responsibilities

~1 min read

→ 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.

Requirements

~1 min read

HS Diploma required.
Bachelor's Degree preferred.

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.