Associate Relationship Manager, Corp Banking (Telecom, Media and Entertainment) - BankUnited
Tampa, FL 33607
About the Job
SUMMARY: The primary goal of the Associate Relationship Manager, Corporate Banking position is to support the sales and service objectives of the Corporate Banking Division. Further, to serve in a development role to and demonstrate proficiency in acquiring skills that would enable the Associate RM to transition to that of a Corporate Relationship Manager with BankUnited in the future.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
* Acquire Relationship Building, Selling and Presentation Skills by working closely with a Corporate Sales Team. Activities would gradually increase in scope during the duration of the Associate RM's role, and would include, but not be limited to:
* Participating in Pre-Call Planning and Post-Call Debrief Session with the sales team
* Compiling Market Data to aide with in-market business development / prospecting efforts
* Preparation of Corporate Pitch Books / Pitch Decks, Expression of Interest, Term Sheets, Commitment Letters, and general proposals
* Attend Joint Sales Calls with Clients, Prospects, COIs as well as Networking Events
* Develop and Source Content for Prospect and Client Follow-up initiatives
* Attending Bank Sponsored Client Entertainment events
* Developing a list of in market Centers of Influence
* Developing a "top 50" core C&I prospect list
* Co-Managing and Managing Client Relationships
* Setting up Meetings with Clients, Prospects and COIs
* Acquire and Expand Credit Skills, which includes but is not limited to:
* Completing Moody's/Omega Credit Training Coursework (on-line)
* Learning BankUnited Credit Policy & Procedures
* Preparing Pre-Approval Memorandums (PAMs) along side the Front Line (RM/CPO)
* Attending Internal Credit Deal Discussion Meetings
* Acquiring Deal Structuring
* Reading and fully understanding CAMs
* Reviewing Loan Documentation
* Working with internal and outside Legal for renewals, modifications and closings
* Partnering with CPO Tower and Credit Tower
* Learning Bank Internal Systems, which include but are not limited to:
* Using Salesforce.com
* Loan Pricing Tool
* PAM/CAMs
* inCino
* Axiom
* Completing standard compliance training
* Pitch Books * Powerpoint
* Excel
* Acquire Product Knowledge, which includes, but is not limited to:
* Treasury Management
* HOA Banking
* Capital Markets
* Commercial Card
* Merchant Services
* 401(k)
* Other products utilized in the segment
* Support Corporate Banking Sales Team with Client on-boarding, implementation, and ongoing support.
* Act as liaison between Sales Team and Operations Team to facilitate communication regarding Client needs.
* Assist in the cross selling of bank products and services to the existing client base.
* Assist the Team Lead with ongoing Projects
* Help Troubleshoot Client issues, as needed
* 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 equivalent combination of education and experience or Associate's Degreeor equivalent and 2 years related sales banking experience and/or credit training required.
EXPERIENCE
* 4-6 Years of experience required
* Credit experience preferred
* Experience in Telecom, Media and Entertainment preferred
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Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled