Commercial Private Banking-Associate Relationship Manager

BankUnited
United States, New York, Melville
Mar 28, 2025
LOCATION: New York - Melville or NYC, or Morristown, NJ SUMMARY: The primary goal of the Commercial Private Banking - Associate Relationship Manager (ARM) position is to support the sales and service objectives of the Commercial Private Banking Sales team. Further, to serve in a development role to transition to that of a Relationship Manager in the future. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. Responsible for supporting CPB Sales Team with Client on-boarding, implementation, and ongoing support. Liaison between Sales Team and Operations Team to facilitate communication regarding Client needs. Assists in the cross selling of bank products and services to the existing client base. 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. Maintains ongoing communications with Operation Specialists and Treasury Service partners on any pending service issues and or account opening and onboarding Answers and screens telephone calls for CPB 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, prepare agendas, reserve and prepare records and transcribe notes of meetings. Contributes to the team effort to accomplish results. Assists CPB Bankers and CPB -Team Leader with various projects. Assists CPB Operations Manager and Support Associates 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. EDUCATION Bachelor's Degree in business related field desirable EXPERIENCE At least two years' experience as a commercial support associate or equivalent experience preferred Experience in bank customer service capacity, dealing with a national client base preferred