Treasury Solutions Consultant I - NYC - BankUnited

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.

* Work with the business line Relationship Manager, develops detailed account plans for clients/prospects within assigned client group to identify key retention, cross-selling.

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

* 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.

* Collaborates with Relationship Management team on pricing of business 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 Degreeor an equivalent combination of education and related work experience required.

EXPERIENCE

* Demonstrated success in direct treasury sales to Retail / Business Banking, Commercial, and Middle Market Clients required.

* Must have 5+ years of experience in the Alternative Investment Industry through employment at a Fund Manager / Asset Manager or relevant Service Provider (Fund Administrator, Auditor, FinTech, etc).

* Ability to lead client demonstrations of the various Bank proprietary technology solutions.

* Must have experience with treasury management systems.

* While not required, a plus is experience with the Hazeltree platform.

CERTIFICATES, LICENSES, REGISTRATIONS

* Certified Treasury Professional (CTP)-AFP preferred.

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled