Treasury Solutions Client Advocate Trainer Position Available In Miami-Dade, Florida

Treasury Solutions Client Advocate Trainer BankUnited United States, Florida, Miami Lakes Jun 24, 2025

SUMMARY:

The Client Advocate Trainer position has a key responsibility of training net-new & existing customers on Treasury Solutions Products & Services. They are also responsible for and owning and resolving complex customer issues, escalations and testing of files, while adhering to a predetermined Service Level Agreement (SLA).

ESSENTIAL DUTIES AND RESPONSIBILITIES

include the following. Other duties and special projects may be assigned. Responsible for providing comprehensive client training with supporting guides where applicable.
Takes ownership of complex trainings which may have multiple steps & work with multiple vendors through to completion.
Demonstrates excellent communication and active listening skills.
Accurately & timely document client interactions & training statuses in SalesForce/nCino.
Ensures that the company’s customers receive an exceptional level of service.
Meets established guidelines and SLAs.
Adheres to department policies & procedures.
Demonstrates Client-Centric business acumen.
Deep understanding of the supported market segments.
Displays empathy.
Solution-oriented when resolving client issues.
Builds rapport with internal/external clients.
Accountable to resolutions.
Responsible for Training Net- & Existing clients on the following TS Product line-up (Others as needed).
Performs file testing for files such as ACH and Positive Pay.
Performs scanner reinstallations.
Online Platform (Reporting, Navigation, User Entitlements, and General Inquiries).
Client Research Requests (Nautilus, Aperio, BFS, and other bank applications).
Remote Deposit (Install and diagnose issues).
BillPay (Registration & Walkthrough).
ACH (NACHA files & constructed).
Anti-Fraud Products – Positive Pay (CSV & Fixed Record format) & ACH Alerts (Credit & Debit).
Wires (Domestic, International, and FX).
Remote Official Check (Install & Diagnose Issues).
Commercial Center payment release.
E-Sam (Sub-Acct opening/liquidating).
SFTP Connectivity to include

ISO/EDI/NACHA

Payments & BAI previous day/Intraday file push.
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

5+ years of Call Center experience including at least 5 years of Commercial products experience required.
3+ years of client training within the FINTECH or Banking Industries required.
Treasury Solutions / Cash Management products experience required.
Customer training experience required.

KNOWLEDGE, SKILLS AND ABILITIES

Strong communication and active listening skills.
Ability to multi-task, prioritize, and manage time effectively.
Attention to detail.
Solutions oriented.