BankUnited
Treasury Solutions Account Analysis Associate
BankUnited, Hialeah, Florida, United States, 33014
Treasury Solutions Account Analysis Associate
Join to apply for the
Treasury Solutions Account Analysis Associate
role at
BankUnited Treasury Solutions Account Analysis Associate
3 weeks ago Be among the first 25 applicants Join to apply for the
Treasury Solutions Account Analysis Associate
role at
BankUnited Get AI-powered advice on this job and more exclusive features. SUMMARY:
This position performs the day-to-day functions required to bill clients who utilize our commercial services and products. This includes Account Analysis maintenance, Core maintenance and Vendor billing. This position reports to the Account Analysis Manager to process daily analysis requests, vendor billing and to ensure that all department service levels are met on a daily/end of month basis. The position requires a highly detailed and organized individual with excellent time management skills.
ESSENTIAL DUTIES AND RESPONSIBILITIES
include the following. Other duties and special projects may be assigned.
Manage Salesforce nCino requests for new and existing account analysis relationship linking as well as account analysis fee adjustments. Ensure Salesforce nCino BOTs are functioning as expected. In the event of an issue, the Treasury Solutions (TS) Account Analysis Associate will escalate and ensure follow-through with the Technology Team will be required. Perform vendor billing to collect analysis fee income for our third-party vendors. Modify service charge plans to coincide with target pricing, enabling ease of product setup by the Operations team and standardization for the Sales Team. Handle maintenance requests, fees and research inquiries as needed. Work directly with the Core Banking team on large requests requiring foxtrots or other initiatives. Process all testing for Core Banking releases dealing with analysis service charge plans, statement accuracy and analysis billing. Provide recommendations for necessary resolutions and alternatives to management. Assist management with departmental and special projects, 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.
EDUCATION
Experience
HS Diploma required Associate's Degree preferred Bachelor's Degree preferred.
5+ years of banking experience preferred. 2 - 3 years in Treasury Management/Solutions and advanced computer skills preferred. Experience with Salesforce and/or nCino workflow systems preferred. Experience with Excel preferred. Experience with robotic process automation a plus.
Knowledge, Skills And Abilities
An understanding of bank Account Analysis systems strongly preferred. Strong organizational skills. Strong time management skills. Attention to detail and accuracy.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Sales and Business Development Industries Banking Referrals increase your chances of interviewing at BankUnited by 2x Sign in to set job alerts for “Account Associate” roles.
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Join to apply for the
Treasury Solutions Account Analysis Associate
role at
BankUnited Treasury Solutions Account Analysis Associate
3 weeks ago Be among the first 25 applicants Join to apply for the
Treasury Solutions Account Analysis Associate
role at
BankUnited Get AI-powered advice on this job and more exclusive features. SUMMARY:
This position performs the day-to-day functions required to bill clients who utilize our commercial services and products. This includes Account Analysis maintenance, Core maintenance and Vendor billing. This position reports to the Account Analysis Manager to process daily analysis requests, vendor billing and to ensure that all department service levels are met on a daily/end of month basis. The position requires a highly detailed and organized individual with excellent time management skills.
ESSENTIAL DUTIES AND RESPONSIBILITIES
include the following. Other duties and special projects may be assigned.
Manage Salesforce nCino requests for new and existing account analysis relationship linking as well as account analysis fee adjustments. Ensure Salesforce nCino BOTs are functioning as expected. In the event of an issue, the Treasury Solutions (TS) Account Analysis Associate will escalate and ensure follow-through with the Technology Team will be required. Perform vendor billing to collect analysis fee income for our third-party vendors. Modify service charge plans to coincide with target pricing, enabling ease of product setup by the Operations team and standardization for the Sales Team. Handle maintenance requests, fees and research inquiries as needed. Work directly with the Core Banking team on large requests requiring foxtrots or other initiatives. Process all testing for Core Banking releases dealing with analysis service charge plans, statement accuracy and analysis billing. Provide recommendations for necessary resolutions and alternatives to management. Assist management with departmental and special projects, 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.
EDUCATION
Experience
HS Diploma required Associate's Degree preferred Bachelor's Degree preferred.
5+ years of banking experience preferred. 2 - 3 years in Treasury Management/Solutions and advanced computer skills preferred. Experience with Salesforce and/or nCino workflow systems preferred. Experience with Excel preferred. Experience with robotic process automation a plus.
Knowledge, Skills And Abilities
An understanding of bank Account Analysis systems strongly preferred. Strong organizational skills. Strong time management skills. Attention to detail and accuracy.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Sales and Business Development Industries Banking Referrals increase your chances of interviewing at BankUnited by 2x Sign in to set job alerts for “Account Associate” roles.
Miami, FL $85,000.00-$95,000.00 3 weeks ago Medley, FL $69,900.00-$117,000.00 1 week ago Miami, FL $60,000.00-$120,000.00 4 weeks ago Miami, FL $60,000.00-$66,000.00 2 weeks ago Associate Account Manager- Entry Level- (Dade County/ Miami) (Remote)
Miami, FL $100,000.00-$100,000.00 2 weeks ago Junior Account Executive Wholesale Apparel
Account Manager, Ophthalmics - Miami, FL
Regional Account Executive - South Florida
Miramar, FL $127,500.00-$204,000.00 2 weeks ago Amazon E-commerce Account Manager (Miami)
Miami, FL $100,000.00-$115,000.00 2 weeks ago Account Associate - State Farm Agent Team Member
Pembroke Pines, FL $40,000.00-$60,000.00 6 months ago Business Development Account Manager- Miami Gardens
Fort Lauderdale, FL $60,000.00-$120,000.00 4 weeks ago Miami, FL $90,000.00-$100,000.00 4 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr