Commercial Private Banker?/Healthcare, Treasury Management
Posted 2025-04-06Position: Commercial Private Banker (Healthcare, Treasury Management)
Who We Are
Bank United (NYSE: BKU) is a national bank headquartered in Miami Lakes, Florida with banking centers in Florida, the New York metropolitan area, Dallas, and Atlanta. Bank United 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.
Bank United is honored to announce that we have been included on the Newsweek and Statista AmericaÂs Most Trusted Companies Award List!
Bank United has been recognized by Newsweek for two outstanding awards in 2023 as one of AmericaÂs Greatest Workplaces and as one of AmericaÂs Greatest Workplaces for Job Starters, which acknowledges our commitment to creating an exceptional workplace.
Our Culture
At Bank United, 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 Bank United
Working for Bank United 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 Linked In 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 Bank United, 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 Bank United today!
Job Description
LOCATION: NYC or Melville
SUMMARY: A Commercial Private Banker is responsible for selling bank products and services to commercial clients, high net worth individuals, municipalities, and professional associations. Incumbents are expected to meet or exceed production goals.
ESSENTIAL DUTIES AND RESPONSIBILITIES
include the following. Other duties and special projects may be assigned.
 Identifies and solicits business for potential clients using referrals, personal contacts, centers of influence, and existing clients.
 Interviews clients to determine financial position, resources, assets available to invest, financial goals, sources of wealth, and client background.
 Interviews loan applicants and collects and analyzes financial and related data to determine the general creditworthiness of the prospect and the merits of the specific loan request.
 Collects and analyzes information that reflects the current creditworthiness of customers and the current merits of existing loans. May obtain information through direct inspection of the applicant's business and/or collateral, review of interim financial reports, personal interview, and other means.
 Opens and services, with assistance of Commercial Private Banking Support Associates, new Bank accounts and loans for customers, adhering to policies and procedures to prevent new account fraud and BSA / USAPA violations.
 Authorizes or rejects overdrafts in depository account within established authorities.
 Monitors loan repayment activities and takes necessary action to collect fromÂ
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