New

Treasury & Liquidity Relationship Manager IV - CRE

BankUnited
United States, Florida, Miami Lakes
Apr 01, 2025
SUMMARY: A Treasury & Liquidity Relationship Manager is responsible for selling non-credit bank products and services to commercial and commercial real estate clients, high net worth individuals, municipalities, and professional associations. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. Identifies and solicits business for potential clients using referrals, personal contacts, centers of influence and existing clients. Responsible for the growth and retention of existing client relationships. Interviews clients to determine financial position, resources, assets available to invest, financial goals, sources of wealth and client background. Interviews potential clients and collects and analyzes financial and related data to determine most appropriate products and services to meet their needs. Orchestrate cross-sell opportunities with business partners to offer full breadth of BankUnited products and services. Opens and services, with assistance of Commercial Support Associates, new Bank accounts and treasury management relationships for customers, adhering to policies and procedures to prevent new account fraud and BSA / USAPA violations. Interface with Corporate Treasury on the bank's daily liquidity needs, including pricing recommendations. Follows up with customers on a regular basis through phone calls and personal visits. Meet or exceeds production goals. Conducts offline or online research to resolve customer problems. Assures all transactions are in compliance with pertinent laws and regulations. Prepares and delivers clear, effective and professional presentations. Keeps abreast of local and national economic, financial, political and legislative events and climates which could have an impact on the division's lending activities. Participates in community affairs to increase the bank's visibility and to enhance new business opportunities. Maintains professional and community relations to increase the bank's visibility and new business opportunities, and to further personal development. Supports Managing Director Team Leaders in achieving budgeted controllable non-interest income and expense, as well as deposit and loan goals, based on department's annual budget plan. 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 from four-year college or university preferred EXPERIENCE At least seven years of related experience in servicing Commercial clients and/or treasury management products KNOWLEDGE, SKILLS AND ABILITIES The ability to handle a portfolio with a high degree of complexity. Strong knowledge of the bank's treasury management products and pricing. Ability to understand and interpret an account analysis statement.