SUMMARY: The primary goal of the Commercial -- PB Support Associate position is to support the sales and service excellence objectives of the New York Banking Operations.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
- Responds to telephone and e-mail service requests, inquiries or complaints from Alternative Funds Group clients. High volume of contact with sophisticated investment management treasury and finance professionals.
- Opens new bank accounts (various types) in bank system, performs account maintenance, processes check orders, processes account transactions and deposits received.
- Assists in the cross selling of bank products and services to the existing client base.
- Pulls daily reports, including overdrafts, Significant Balance, and others as needed.
- Receives and processes wire transfer instructions and functions as liaison with the Wire Room to facilitate wire transactions.
- 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.
- Partners with Bank Secrecy Act (BSA) / Compliance teams on Anti-Money Laundering (AML) / Know Your Client (KYC) and Enhanced Due Diligence requirements. Acts as the liaison between the client and these internal teams as part of onboarding clients and ongoing risk assessments.
- 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.
- Performs assignments with established directives involving knowledge and application of policies and procedures. Uses independent judgment in actions taken.
- Answers and screens telephone calls for Alternative Funds Group (AFG) relationship managers and arranges conference calls if applicable.
- Researches, compiles, stores and retrieves data for presentation of reports. May prepare statistical reports.
- Coordinates and arranges meetings, prepares agendas reserves and prepares facilities and records and transcribes records of meetings.
- Contributes to the team effort in order to accomplish results.
- Analyzes facts and circumstances to conclude and make recommendations for solving administrative problems within the limits or accepted practice.
- Upon demonstration of responsibility, attention to detail and prudence in decision-making, various levels of approval authority may be granted as needed to serve the needs of the department, including wire transfer approval authority, overdraft approval authority and others. Utilizes granted approval authority within the scope of Bank policy and procedure.
- Assists Alternative Funds Group (AFG) relationship managers 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.
EDUCATION
Bachelor's Degree in business related field preferred
EXPERIENCE
- 7-9 Years experience in Commercial Private Banking, Alternative Investments, or equivalent experience required.
- Experience in bank customer service capacity, preferably dealing with investment management, treasury, and finance professionals required.
CERTIFICATES, LICENSES, REGISTRATIONS
- Literate in Microsoft Outlook, Word, Excel and PowerPoint required.
ADDITIONAL INFORMATION
- Candidates residing in locations within BankUnited's footprint may be given preference.
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BankUnited
Jan 01, 2026