TS Account Analysis Associate

Who We Are

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: This position performs the day to day functions required to bill clients who utilize our commercial services and products. This includes Account Analysis maintenance, Core maintenance and Vendor billing. This position reports to the Account Analysis Manager to process daily analysis requests, vendor billing and to ensure that all department service levels are met on a daily/end of month basis. The position requires a highly detailed and organized individual with excellent time management skills.

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

• Manage Salesforce nCino requests for new and existing account analysis relationship linking as well as account analysis fee adjustments.
• Ensure Salesforce nCino BOTs are functioning as expected. In the event of an issue, will escalate and ensure follow through with Technology Team will be required.
• Perform vendor billing to collect analysis fee income for our third-party vendors.
• Modify service charge plans to coincide with target pricing, enabling ease of product setup by the Operations team and standardization for the Sales Team
• Handle maintenance requests, fee and research inquires as needed.
• Work directly with the Core Banking team on large requests requiring foxtrots or other initiatives.
• Process all testing for Core Banking releases dealing with analysis service charge plans, statement accuracy and analysis billing.
• Provide recommendations for necessary resolutions and alternatives to management.
• Assist management with departmental and special projects, 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

HS Diploma required, Associate's Degree preferred, Bachelor's Degree preferred.

EXPERIENCE

• An understanding of bank Account Analysis systems strongly preferred.
• Experience with Salesforce and/or nCino workflow systems preferred.
• 10+ years banking experience preferred.
• 4 - 6 years in Treasury Management/Solutions and advanced computer skills required.
• Strong organizational skills.
• Strong time management skills.
• Attention to detail and accuracy.
• Experience with Excel preferred.
• Experience with robotic process automation a plus.

#GoForMore