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Commercial Private Banker

BankUnited
Dallas, USA
Full-time
Senior · 10+ years experience
Onsite
Discovered 1 months ago

Full Job Posting

  • Develop and manage a portfolio of business clients, including commercial, middle-market, and CRE borrowers / non-borrowers.
  • Deliver customized deposit solutions and treasury management products to optimize client cash flow and liquidity.
  • Proactively identify and pursue new business opportunities through networking, referrals and direct prospecting.
  • Serve as the primary point of contact for assigned clients, offering high-touch service and strategic financial advice.
  • Identify cross-sell opportunities and work closely with product partners (e.g., treasury management, merchant services, commercial card) to deliver comprehensive financial solutions.
  • Collaborate with support, credit, underwriting, product specialists, and internal partners to provide seamless onboarding and servicing.
  • Authorizes or rejects overdrafts in depository account within established authorities.
  • Advises customers, where possible, concerning business management and financial matters and builds consistent and long-term financial advisory relationships with clients.
  • Maintain deep knowledge of market trends, competitor offerings, and regulatory changes.
  • Uphold the bank's risk management standards and ensure all activities comply with the policies and regulations.
  • Prepares and delivers clear, effective and professional presentations.
  • Keeps abreast of local and national economic, financial, political and legislative events and climates which could have an impact on the division's activities.
  • Maintains professional and community relations to increase the bank's visibility and new business opportunities, and to further personal development.
  • Supports Regional Market Executive in achieving budgeted controllable non-interest income and expense, as well as deposit and loan goals, based on department's annual budget plan.
  • 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.
  • 10+ Years of direct experience in commercial and/or private banking, preferably in client facing role required
  • 10+ Years Proven track record of business development and portfolio management within the commercial segment
  • Experience in Commercial Real Estate preferred
  • Candidates residing in locations within BankUnited's footprint may be given preference.

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