Treasury Solutions Consultant I

, MD, United States

BankUnited (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 Culture

At 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 BankUnited

Working 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 Description

SUMMARY: A Treasury Solutions Consultant independently manages a portfolio of clients with complex treasury solution needs. A Treasury Solutions Consultant is also responsible for growing the portfolio via new client acquisition and cross-selling opportunities.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.

Mines internal data to generate sales opportunities requiring in-depth knowledge of banking and treasury products and services.

Develops detailed account plans for clients/prospects within assigned client group to identify key retention, cross-selling and new client acquisition opportunities.

Assesses client needs, identifying and evaluating solutions based on cost/benefit analyses.

Pursues client prospect opportunities outside of the portfolio.

Demonstrates industry leadership through involvement in relevant trade associations and/or public speaking opportunities.

Coordinates and directs treasury solutions for clients to include development of new treasury business, expansion of existing business relationships and maintaining current client relationships.

Utilizes extensive working capital management product knowledge and the ability to assess client needs to identify potential domestic and global solutions for clients. Demonstrates strong presentation (written and oral) advisory skills.

Leads risk assessment associated with potential solutions.

Ensures that other client team members are informed of client needs and of the solutions to meet those needs.

Leads pricing and negotiation of treasury products to optimize relationship profitability.

Communicates client needs to other key partners, including product and support partners as appropriate.

Works within a client team environment, coordinating and directing strategy and client contact activities for the team in regards to Treasury Solutions.

Partners closely with client-facing teammates to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client.

Maintains daily client contact through both independent and joint calling activities.

Functions as a strategic advisor leading with working capital solutions, driving payment transformation, and delivering our capabilities.

Ensures client satisfaction by understanding the client's business and being their advocate at the Bank.

Influences others, inspiring them to follow his/her lead. Seeks perspectives of others with differing points of view when formulating and selling ideas. Communicates a compelling sense of purpose and direction.

Functions as a role model and mentors to more junior employees including Treasury Sales Analysts.

Builds partnerships and collaborates across teams to achieve sustainable results. Demonstrates and encourages collaboration and teamwork.

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 an equivalent combination of education and related work experience required.

EXPERIENCE

At least 3-5 years of demonstrated success in direct treasury sales to Retail / Business Banking, Commercial, and Middle Market Clients required.

KNOWLEDGE, SKILLS AND ABILITIES

Proven track record of excellent communication and presentation skills and strong organization and time management skills. Must also be able to demonstrate proven prospecting skills.

CERTIFICATES, LICENSES, REGISTRATIONS

Certified Treasury Professional (CTP)-AFP preferred.

#J-18808-Ljbffr