The Associate Relationship Manager supports sales and service objectives by managing client onboarding, communication between teams, and assisting with various financial services projects.
Job Summary & Responsibilities
SUMMARY: The primary goal of the NTS-Associate Relationship Manager (ARM) position is to support the sales and service objectives of the National Title Solutions (NTS) team. Further, to serve in a development role to transition to that of a Relationship Manager in the future.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
- Responsible for supporting NTS Sales Team with Client on-boarding, implementation, and ongoing support.
- Liaison between Sales Team and Operations Team to facilitate communication regarding Client needs.
- Assists in the cross selling of bank products and services to the existing client base.
- Prepares sales presentations, packages, and folders for sales team.
- Ships and receives documentation, statements, and other client correspondence.
- Composes a variety of client letters using appropriate and professional business language and handles incoming mail.
- Sets clients up with Internet Banking and other alternative delivery services.
- Troubleshoots client issues as needed.
- Prepares power-point presentations and excel spreadsheets as needed in support of managers.
- Organizes and maintains a file system and files correspondence and other records.
- Maintain ongoing communications with Operation Specialists and Treasury Service partners on any pending service issues and or account opening and onboarding
- Answers and screens telephone calls for NTS Bankers and arranges conference calls if applicable.
- Researches, compiles, stores and retrieves data for presentation of reports. May prepare statistical reports.
- Coordinates and arranges meetings, prepare agendas, reserve and prepare records and transcribe notes of meetings.
- Contributes to the team effort to accomplish results.
- Assists NTS Bankers and NTS-Team Leader with various projects.
- Assists NTS Operations Manager and Support Associates
- 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 in business related field desirable
EXPERIENCE
- At least two years' experience as an NTG Ops Specialist or equivalent experience preferred
- Experience in bank customer service capacity, dealing with a national client base preferred
ADDITIONAL INFORMATION: Candidates residing in locations within BankUnited's footprint may be given preference.
Top Skills
Excel
Internet Banking
PowerPoint
Similar Jobs
Healthtech • Software • Telehealth
The Credentialing Associate manages credentialing applications for healthcare providers, optimizes workflows, and collaborates with cross-functional teams to ensure effective processes and compliance with requirements.
Top Skills:
CredentialingMetrics TrackingNcqaPayer ProcessesRcmSops
Healthtech • Software • Telehealth
The Sr. Licensing Associate will manage licensing applications, streamline processes, develop SOPs for new state licensing, and coordinate with cross-functional teams to ensure smooth operations.
Fintech • Machine Learning • Payments • Software • Financial Services
The Content Designer will create innovative content strategies and designs that enhance user experiences, leveraging collaboration and problem-solving skills to meet customer and business needs.
Top Skills:
Figma
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
