TS Analyst

BankUnited

  • Melville, NY
  • $65,000-80,000 per year
  • Permanent
  • Full-time
  • 26 days ago
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 Treasury Solutions Analyst provides strategic sales support to Solutions Officers (TSOs). This position directly supports new business generation through the development of proposals, presentations, pro forma, requests for proposals (RFPs) and requests for information (RFIs). Treasury Solutions Analysts also perform extensive data analyses of client and portfolio metrics to uncover sales opportunities and prepare relationship reviews for key clients to assist in managing profitability. This position may also participate in other key sales related initiatives including, but not limited to, cross-sell identification and origination, calling activities, coordination of implementations, and support for risk/legal/compliance-related initiatives.ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
  • Prepares sales tools and exhibits, such as presentations (internal and external), proposals, pro forma, client schematics, relationship reviews, etc.
  • Develops customized responses to RFPs and RFIs. Collaborates with TSOs and/or RMs/Bankers from other lines of business to complete Executive Summary and establish pricing.
  • Supports pricing/re-pricing initiatives by partnering with the TSO to ensure existence of exception pricing for respective client accounts and performing system inputs of approved exception pricing.
  • Reviews account analysis statements for designated clients and manages required client communications and/or corrections.
  • Performs data-mining of sales/retention opportunities and prepares consolidated presentation of service usage/profitability information.
  • Identifies cross-sell opportunities and partners with TSOs to develop portfolio growth strategy.
  • Participates in pre-call planning sessions and supports complex and/or multi-service sales pitches by preparing information, attending meetings, and handling post-call follow-up information requests.
  • Works closely with clients and implementation team to support implementations on behalf of the Sales team. Facilitates meetings, informing escalated issues, and processing non-standard client requests once approved.
  • 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 a minimum of 7 years of relevant business experience required.
EXPERIENCE
  • Minimum 2 years of sales and service experience in treasury sales or operation management, including proficiency in related systems and operational process required.
KNOWLEDGE, SKILLS AND ABILITIES
  • Knowledge of Treasury & Payment Solutions, including product features and benefits.
  • Proven track record of strong interpersonal, written communication, presentation, multi-tasking and professional telephone skills with clients and internal teammates.
  • Proficiency with Word, Excel, and PowerPoint.
#GoForMoreSalary Range $65,000 - $80,000

BankUnited