Employee/Universal Fulfillment Specialist - BankUnited
Miami Lakes, FL 33016
About the Job
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.
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled