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Associate Relationship Manager (Corporate Finance, Ownership Transition Team)

BankUnited
401(k)
United States, Florida, Hialeah
14817 Oak Lane (Show on map)
Jan 15, 2025
SUMMARY: The primary goal of the Associate Relationship Manager, Corporate Banking position is to support the sales and service objectives of the Corporate Banking Division. Further, to serve in a development role to and demonstrate proficiency in acquiring skills that would enable the Associate RM to transition to that of a Corporate Relationship Manager with BankUnited in the future. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. Acquire Relationship Building, Selling and Presentation Skills by working closely with a Corporate Sales Team. Activities would gradually increase in scope during the duration of the Associate RM's role, and would include, but not be limited to: Participating in Pre-Call Planning and Post-Call Debrief Session with the sales team Compiling Market Data to aide with in-market business development / prospecting efforts Preparation of Corporate Pitch Books / Pitch Decks, Expression of Interest, Term Sheets, Commitment Letters, and general proposals Attend Joint Sales Calls with Clients, Prospects, COIs as well as Networking Events Develop and Source Content for Prospect and Client Follow-up initiatives Attending Bank Sponsored Client Entertainment events Developing a list of in market Centers of Influence Developing a "top 50" core C&I prospect list Co-Managing and Managing Client Relationships Setting up Meetings with Clients, Prospects and COIs Acquire and Expand Credit Skills, which includes but is not limited to: Completing Moody's/Omega Credit Training Coursework (on-line) Learning BankUnited Credit Policy & Procedures Preparing Pre-Approval Memorandums (PAMs) along side the Front Line (RM/CPO) Attending Internal Credit Deal Discussion Meetings Acquiring Deal Structuring Reading and fully understanding CAMs Reviewing Loan Documentation Working with internal and outside Legal for renewals, modifications and closings Partnering with CPO Tower and Credit Tower Learning Bank Internal Systems, which include but are not limited to: Using Salesforce.com Loan Pricing Tool PAM/CAMs inCino Axiom Completing standard compliance training Pitch Books * Powerpoint Excel Acquire Product Knowledge, which includes, but is not limited to: Treasury Management HOA Banking Capital Markets Commercial Card Merchant Services 401(k) Other products utilized in the segment Support Corporate Banking Sales Team with Client on-boarding, implementation, and ongoing support. Act as liaison between Sales Team and Operations Team to facilitate communication regarding Client needs. Assist in the cross selling of bank products and services to the existing client base. Assist the Team Lead with ongoing Projects Help Troubleshoot Client issues, as needed 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. Travel: Position will require up to 50% of travel. EDUCATION Bachelor's Degree or equivalent combination of education and experience or Associate's Degree or equivalent and 2 years related sales banking experience and/or credit training required. EXPERIENCE 4-6 Years of experience required Credit experience preferred Experience in Corporate Finance, ESOP or Sponsor Finance preferred #Go For More