TS Customer Service Representative

SUMMARY: The Treasury Solutions Customer Service Representative is responsible for servicing incoming calls at an expert level for Treasury Solutions clients. While handling mostly Level I calls for Treasury Solutions clients, this position also includes the handling of more complex calls / problems that may not fall within the familiarity of the Bank's Client Care Center.

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

• Represents Treasury Solutions appropriately including being prompt and accurate with all responses and following up when necessary with the correct responses.

• Furnishes prompt, efficient, and accurate service while servicing customer inquiries.

• Takes full ownership of any unresolved problems, until a proper handoff or resolution occurs.

• Escalates to Level II and Level III as appropriate, communicating within the Treasury Solutions Division.

• Ensures that Treasury Solutions clients receive an exceptional level of service creating the ultimate client experience.

• Works, when necessary, with other divisions within BankUnited for any calls misdirected to the Treasury Solutions support line.

• Assists with clerical and other department tasks as needed.

• Reviews customer emails and writes timely and professional responses to their questions or routes them to the appropriate divisions 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, Bachelor's Degree preferred.

EXPERIENCE

• 3+ years of Call Center experience including at least 2 years of Commercial products preferred.

• Treasury Management/Cash Management products experience required.

KNOWLEDGE, SKILLS AND ABILITIES

• Knowledge of Treasury Management/Solutions' core products is a requirement.

• Bilingual candidates preferred but not required.