BankUnited
SUMMARY:
The Employee/Universal Fulfillment Specialist supports the day-to-day operations of Employee Accounts and Retail and Business Online Banking, which includes online account opening functions. This position evaluates, assesses and provides solutions for employee/customer related issues for all aspects of online banking and account opening/maintenance for employee and online accounts and provides support to Client Care Center.
ESSENTIAL DUTIES AND RESPONSIBILITIES
include the following. Other duties and special projects may be assigned.
Ensure that employee accounts/online branch operation functions are managed accurately and timely. Maintain employee accounts/branches' operational integrity. Manage service levels against customer expectations. Ensure day-to-day compliance and operational risk controls in accordance with bank and/or regulatory standards and policies. Approve specific check amounts, wire transfers, cashier's checks, uncollected funds, and insufficient funds based on credit authority limitations preset by management. Maintain an understanding of all current financial products, policies, procedures and regulations. Adhere to all current policies, procedures, and compliance/audit requirements. Processes new online account set-ups and performs on-going maintenance to existing online accounts. Facilitate the new account online banking workflow, which includes but not limited to application processing, user onboarding, and tracking applications. Efficiently and effectively interacts with internal and external customers and serves as a resource for answers to questions regarding Retail and Business online banking. Provides effective, efficient communication through a variety of means by telephone, email, chat and regular mail correspondence. Adheres to internal and external defined service level agreements. Supports all phases of employee accounts/online branch procedures. Performs duties and responsibilities involving knowledge and application of policies and procedures that require independent judgement in the determinations of actions to be taken. Maintains an understanding of all current financial products, policies, procedures and regulations. Creates and maintains the departmental procedures. Participates in system testing and provides timely feedback. May be required to assist other areas of the client care center on an as needed basis. 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
HS Diploma required And
EXPERIENCE
1-3 Years Customer Service/Online Banking experience required 1-3 Years progressive banking/call center experience with demonstrated leadership capabilities required 1-3 Years Strong branch operations and sales experience preferred KNOWLEDGE, SKILLS AND ABILITIES
Thorough knowledge of bank policies, procedures, products and services. Must be able to act independently and show sound judgement in problem resolution, making decisions that comply with bank policies and procedures. Must have excellent written and verbal communication skills. Time management skills required. Demonstrated ability to maintain a professional demeanor under pressure, work autonomously, be flexible, and manage multiple tasks in a dynamic environment.
Candidates residing in locations within BankUnited's footprint may be given preference.
The Employee/Universal Fulfillment Specialist supports the day-to-day operations of Employee Accounts and Retail and Business Online Banking, which includes online account opening functions. This position evaluates, assesses and provides solutions for employee/customer related issues for all aspects of online banking and account opening/maintenance for employee and online accounts and provides support to Client Care Center.
ESSENTIAL DUTIES AND RESPONSIBILITIES
include the following. Other duties and special projects may be assigned.
Ensure that employee accounts/online branch operation functions are managed accurately and timely. Maintain employee accounts/branches' operational integrity. Manage service levels against customer expectations. Ensure day-to-day compliance and operational risk controls in accordance with bank and/or regulatory standards and policies. Approve specific check amounts, wire transfers, cashier's checks, uncollected funds, and insufficient funds based on credit authority limitations preset by management. Maintain an understanding of all current financial products, policies, procedures and regulations. Adhere to all current policies, procedures, and compliance/audit requirements. Processes new online account set-ups and performs on-going maintenance to existing online accounts. Facilitate the new account online banking workflow, which includes but not limited to application processing, user onboarding, and tracking applications. Efficiently and effectively interacts with internal and external customers and serves as a resource for answers to questions regarding Retail and Business online banking. Provides effective, efficient communication through a variety of means by telephone, email, chat and regular mail correspondence. Adheres to internal and external defined service level agreements. Supports all phases of employee accounts/online branch procedures. Performs duties and responsibilities involving knowledge and application of policies and procedures that require independent judgement in the determinations of actions to be taken. Maintains an understanding of all current financial products, policies, procedures and regulations. Creates and maintains the departmental procedures. Participates in system testing and provides timely feedback. May be required to assist other areas of the client care center on an as needed basis. 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
HS Diploma required And
EXPERIENCE
1-3 Years Customer Service/Online Banking experience required 1-3 Years progressive banking/call center experience with demonstrated leadership capabilities required 1-3 Years Strong branch operations and sales experience preferred KNOWLEDGE, SKILLS AND ABILITIES
Thorough knowledge of bank policies, procedures, products and services. Must be able to act independently and show sound judgement in problem resolution, making decisions that comply with bank policies and procedures. Must have excellent written and verbal communication skills. Time management skills required. Demonstrated ability to maintain a professional demeanor under pressure, work autonomously, be flexible, and manage multiple tasks in a dynamic environment.
Candidates residing in locations within BankUnited's footprint may be given preference.