Associate Relationship Manager, Commercial Banking - BankUnited

SUMMARY: The primary goal of the Commercial Banking Relationship Manager position is to support the sales and service objectives of the Commercial Banking Division. Further, to serve in a development role to and demonstrate proficiency in acquires skills that would enable the Associate RM to transition to that of a Commercial 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 Commercial 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 Commercial 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 COIs

* Acquire 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 Tower

* Learning 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

* Excel

* Acquire 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 segment

* Support Commercial 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 Regional Team Lead with ongoing Projects

* Help Troubleshoot Client issues, 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

Bachelor'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

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled