National Title Solutions Support Associate (Hybrid) - Rye Brook OR Melville, NY at BankUnited, Inc. | Melville, NY, US | Rezi

National Title Solutions Support Associate (Hybrid) - Rye Brook OR Melville, NY at BankUnited, Inc.

National Title Solutions Support Associate (Hybrid) - Rye Brook OR Melville, NY

BankUnited, Inc. · Melville, NY, US

Yesterday

National Title Solutions Support Associate (Hybrid) - Rye Brook OR Melville, NY

BankUnited, Inc. · Melville, NY, US

a day ago
Resume preview

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now
Resume preview

Tailor your resume to this National Title Solutions Support Associate (Hybrid) - Rye Brook OR Melville, NY role.

Rezi rewrites your resume against BankUnited, Inc.'s job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the National Title Solutions Support Associate (Hybrid) - Rye Brook OR Melville, NY posting at BankUnited, Inc. — free, in seconds.

About the Role

The National Title Solutions Support Associate position is designed to support the sales and service excellence objectives of the National Title Solutions Team.

Responsibilities

  • Respond to telephone and e-mail service requests, inquiries, or complaints from National Title Solutions clients.
  • Open new bank accounts, perform account maintenance, process check orders, and handle deposits received via mail.
  • Pull daily reports, including ODs and Significant Balance reports.
  • Receive and process wire transfer instructions, acting as a liaison with the Wire Room and Fraud Department.
  • Prepare account documentation for new clients.
  • Ship and receive documentation, statements, and other client correspondence.
  • Compose client letters using professional business language and handle incoming mail.
  • Troubleshoot client issues.
  • Perform assignments according to established directives, applying knowledge of policies and procedures, including STOPPED policy and Private Banking procedures.
  • Contribute to team efforts to achieve results.
  • Analyze facts and circumstances to conclude and make recommendations for solving administrative problems.
  • Utilize granted approval authority within the scope of Bank policy and procedure, including wire transfer and overdraft approval authority.
  • Assist National Title Solutions Managing Director, Relationship Manager, and Operations Manager with various projects.
  • Adhere to and comply with applicable federal and state laws, regulations, and guidance, including those related to anti-money laundering.
  • Adhere to Bank policies and procedures and complete required training.
  • Identify and report suspicious activity.

Requirements

  • High volume of contact with a sophisticated high net worth client base.
  • Perform assignments with established directives involving knowledge and application of policies and procedures including STOPPED policy and Private Banking procedures.
  • Use independent judgment in actions taken.
  • Analyze facts and circumstances to conclude and make recommendations for solving administrative problems within the limits or accepted practice.
  • Various levels of approval authority may be granted upon demonstration of responsibility, attention to detail, and prudence in decision-making.
  • Utilize granted approval authority within the scope of Bank policy and procedure.
  • Adhere to and comply 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.).
  • Adhere to Bank policies and procedures and completes required training.
  • Identify and report suspicious activity.

Skills

  • Understand and speak with clients in various components of the Real Estate and Title Industry.
  • Literate in Microsoft Outlook, Word, Excel and PowerPoint required.

Location

  • Candidates residing in locations within BankUnited's footprint may be given preference.

Experience Level

  • At least two years experience as Private Banking Assistant or equivalent experience preferred
  • Experience in bank customer service capacity, dealing with high net worth client base preferred

Education Level

  • Bachelor's Degree in business related field preferred

About the Company

  • National Title Solutions specializes in the Real Estate and Title Industry.