Associate Relationship Manager (Corporate Finance, Ownership Transition Team) - BankUnited
Hialeah, FL 33002
About the Job
Who We AreBankUnited (NYSE: BKU) is a national bank headquartered in Miami Lakes, Florida with banking centers in Florida, the New York metropolitan area, Dallas and Atlanta.
BankUnited has two subsidiaries, Pinnacle Public Finance headquartered in Scottsdale, Arizona and Bridge Funding Group headquartered in Hunt Valley, Maryland.
We pride ourselves on our entrepreneurial and collaborative culture encompassing the best minds, the brightest talent and the boldest decision makers.BankUnited is honored to announce that we have been included on the Newsweek and Statista America’s Most Trusted Companies Award List!BankUnited has been recognized by Newsweek for two outstanding awards in 2023 as one of America’s Greatest Workplaces and as one of America’s Greatest Workplaces for Job Starters, which acknowledges our commitment to creating an exceptional workplace.Our CultureAt BankUnited, we foster a diverse and inclusive environment where all employees have the opportunity to advance, grow and achieve their goals.
Our rally cry is to GO FOR MORE, a call to action to go above and beyond to provide the best customer experience to every client and to GO FOR MORE in your career.Why BankUnitedWorking for BankUnited offers you exciting challenges and opportunities to advance your professional development, while empowering you to deliver and be your best.
We are happy to report the average tenure according to LinkedIn insights is 8.3 years.
We strive to provide a competitive benefits plan to our employees and are proud to have been nationally ranked #1 as one of the 2023 Healthiest 100 Workplaces in America by Springbuk and awarded HEALTHIEST EMPLOYER by the South Florida Business Journal since 2020.As a company, we believe we are only as successful as our people and are committed to providing training and innovative resources that prepare you to reach your full potential.
That's why in addition to tuition reimbursement, we provide our employees with exciting career coaching, courses and training through our own GO FOR MORE Academy and mentoring opportunities through our iCARE (Inclusive Community of Advocacy, Respect and Equality) program.At BankUnited, we strive to provide our employees with a work life balance.
Specifically, retail branches operate 5 days a week Monday – Friday, excluding evening and/or weekend hours.
For many of our positions, we offer a hybrid work environment, as well as a remote work environment for designated positions.
If you thrive in a fast-paced collaborative work environment, Apply Now and start your journey with BankUnited today!Job DescriptionSUMMARY: The primary goal of the Associate Relationship Manager, Corporate Banking position is to support the sales and service objectives of the Corporate Banking Division.
Further, to serve in a development role to and demonstrate proficiency in acquiring skills that would enable the Associate RM to transition to that of a Corporate Relationship Manager with BankUnited in the future.ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.
Other duties and special projects may be assigned.Acquire Relationship Building, Selling and Presentation Skills by working closely with a Corporate Sales Team.
Activities would gradually increase in scope during the duration of the Associate RM's role, and would include, but not be limited to: Participating in Pre-Call Planning and Post-Call Debrief Session with the sales team Compiling Market Data to aide with in-market business development / prospecting efforts Preparation of Corporate Pitch Books / Pitch Decks, Expression of Interest, Term Sheets, Commitment Letters, and general proposals Attend Joint Sales Calls with Clients, Prospects, COIs as well as Networking Events Develop and Source Content for Prospect and Client Follow-up initiatives Attending Bank Sponsored Client Entertainment events Developing a list of in market Centers of Influence Developing a "top 50" core C&I prospect list Co-Managing and Managing Client Relationships Setting up Meetings with Clients, Prospects and COIsAcquire and Expand Credit Skills, which includes but is not limited to: Completing Moody's/Omega Credit Training Coursework (on-line) Learning BankUnited Credit Policy & Procedures Preparing Pre-Approval Memorandums (PAMs) along side the Front Line (RM/CPO) Attending Internal Credit Deal Discussion Meetings Acquiring Deal Structuring Reading and fully understanding CAMs Reviewing Loan Documentation Working with internal and outside Legal for renewals, modifications and closings Partnering with CPO Tower and Credit TowerLearning Bank Internal Systems, which include but are not limited to: Using Salesforce.com Loan Pricing Tool PAM/CAMs inCino Axiom Completing standard compliance training Pitch Books
• Powerpoint ExcelAcquire Product Knowledge, which includes, but is not limited to: Treasury Management HOA Banking Capital Markets Commercial Card Merchant Services 401(k) Other products utilized in the segmentSupport Corporate Banking Sales Team with Client on-boarding, implementation, and ongoing support.Act as liaison between Sales Team and Operations Team to facilitate communication regarding Client needs.Assist in the cross selling of bank products and services to the existing client base.Assist the Team Lead with ongoing ProjectsHelp Troubleshoot Client issues, as neededAdheres 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.Travel: Position will require up to 50% of travel.EDUCATIONBachelor's Degree or equivalent combination of education and experience or Associate's Degree or equivalent and 2 years related sales banking experience and/or credit training required.EXPERIENCE4-6 Years of experience requiredCredit experience preferredExperience in Corporate Finance, ESOP or Sponsor Finance preferred#Go For More Salary Range: $150,000.00-$170,000.00
BankUnited has two subsidiaries, Pinnacle Public Finance headquartered in Scottsdale, Arizona and Bridge Funding Group headquartered in Hunt Valley, Maryland.
We pride ourselves on our entrepreneurial and collaborative culture encompassing the best minds, the brightest talent and the boldest decision makers.BankUnited is honored to announce that we have been included on the Newsweek and Statista America’s Most Trusted Companies Award List!BankUnited has been recognized by Newsweek for two outstanding awards in 2023 as one of America’s Greatest Workplaces and as one of America’s Greatest Workplaces for Job Starters, which acknowledges our commitment to creating an exceptional workplace.Our CultureAt BankUnited, we foster a diverse and inclusive environment where all employees have the opportunity to advance, grow and achieve their goals.
Our rally cry is to GO FOR MORE, a call to action to go above and beyond to provide the best customer experience to every client and to GO FOR MORE in your career.Why BankUnitedWorking for BankUnited offers you exciting challenges and opportunities to advance your professional development, while empowering you to deliver and be your best.
We are happy to report the average tenure according to LinkedIn insights is 8.3 years.
We strive to provide a competitive benefits plan to our employees and are proud to have been nationally ranked #1 as one of the 2023 Healthiest 100 Workplaces in America by Springbuk and awarded HEALTHIEST EMPLOYER by the South Florida Business Journal since 2020.As a company, we believe we are only as successful as our people and are committed to providing training and innovative resources that prepare you to reach your full potential.
That's why in addition to tuition reimbursement, we provide our employees with exciting career coaching, courses and training through our own GO FOR MORE Academy and mentoring opportunities through our iCARE (Inclusive Community of Advocacy, Respect and Equality) program.At BankUnited, we strive to provide our employees with a work life balance.
Specifically, retail branches operate 5 days a week Monday – Friday, excluding evening and/or weekend hours.
For many of our positions, we offer a hybrid work environment, as well as a remote work environment for designated positions.
If you thrive in a fast-paced collaborative work environment, Apply Now and start your journey with BankUnited today!Job DescriptionSUMMARY: The primary goal of the Associate Relationship Manager, Corporate Banking position is to support the sales and service objectives of the Corporate Banking Division.
Further, to serve in a development role to and demonstrate proficiency in acquiring skills that would enable the Associate RM to transition to that of a Corporate Relationship Manager with BankUnited in the future.ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.
Other duties and special projects may be assigned.Acquire Relationship Building, Selling and Presentation Skills by working closely with a Corporate Sales Team.
Activities would gradually increase in scope during the duration of the Associate RM's role, and would include, but not be limited to: Participating in Pre-Call Planning and Post-Call Debrief Session with the sales team Compiling Market Data to aide with in-market business development / prospecting efforts Preparation of Corporate Pitch Books / Pitch Decks, Expression of Interest, Term Sheets, Commitment Letters, and general proposals Attend Joint Sales Calls with Clients, Prospects, COIs as well as Networking Events Develop and Source Content for Prospect and Client Follow-up initiatives Attending Bank Sponsored Client Entertainment events Developing a list of in market Centers of Influence Developing a "top 50" core C&I prospect list Co-Managing and Managing Client Relationships Setting up Meetings with Clients, Prospects and COIsAcquire and Expand Credit Skills, which includes but is not limited to: Completing Moody's/Omega Credit Training Coursework (on-line) Learning BankUnited Credit Policy & Procedures Preparing Pre-Approval Memorandums (PAMs) along side the Front Line (RM/CPO) Attending Internal Credit Deal Discussion Meetings Acquiring Deal Structuring Reading and fully understanding CAMs Reviewing Loan Documentation Working with internal and outside Legal for renewals, modifications and closings Partnering with CPO Tower and Credit TowerLearning Bank Internal Systems, which include but are not limited to: Using Salesforce.com Loan Pricing Tool PAM/CAMs inCino Axiom Completing standard compliance training Pitch Books
• Powerpoint ExcelAcquire Product Knowledge, which includes, but is not limited to: Treasury Management HOA Banking Capital Markets Commercial Card Merchant Services 401(k) Other products utilized in the segmentSupport Corporate Banking Sales Team with Client on-boarding, implementation, and ongoing support.Act as liaison between Sales Team and Operations Team to facilitate communication regarding Client needs.Assist in the cross selling of bank products and services to the existing client base.Assist the Team Lead with ongoing ProjectsHelp Troubleshoot Client issues, as neededAdheres 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.Travel: Position will require up to 50% of travel.EDUCATIONBachelor's Degree or equivalent combination of education and experience or Associate's Degree or equivalent and 2 years related sales banking experience and/or credit training required.EXPERIENCE4-6 Years of experience requiredCredit experience preferredExperience in Corporate Finance, ESOP or Sponsor Finance preferred#Go For More Salary Range: $150,000.00-$170,000.00
Source : BankUnited