Corp/Bnk/CRE Sup Associate II IRC - Dallas, TX The Crescent

BankUnited
United States, Texas, Dallas
Mar 15, 2025
SUMMARY: The primary goal of the Support Associate position is to support the sales and customer service excellence objectives of the Corporate & Industrial Banking, Commercial Banking and Commercial Real Estate Banking units. This position shall interact with clients and provide administrative support on both loans and deposits, as it relates to both upfront and ongoing requirements. 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 clients. High volume of contact with sophisticated Corporate Banking and Commercial Real Estate Banking client base. Opens new bank accounts (various types) in bank system, performs account maintenance, process check orders, processes account transactions and deposits received via mail. Assists in the cross selling of bank products and services to the existing client base. Pulls daily reports, including ODs, Significant Balance, and others as needed. Manages tickler, documentation exception, past due reports, etc. 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, attends client visits as needed. 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 including but not limited to interaction with Loan Servicing, Treasury Management, and other areas of the Bank. Prepares sales meeting reports, pipelines, and other power-point presentations and excel spreadsheets as needed in support of managers. Creates initial credit and depository files for new relationships. 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 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. 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. SUPERVISORY RESPONSIBILITIES Supervises function, projects or services and/or one or more employees, as applicable. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance coaching; rewarding and disciplining employees; addressing complaints and resolving problems. EDUCATION Bachelor's Degree in business related field preferred EXPERIENCE 4-6 Years related experience required Experience in bank customer service capacity, preferably dealing with similar client base required KNOWLEDGE, SKILLS AND ABILITIES Must be literate in Microsoft Outlook, Word, Excel and PowerPoint.