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Open nowFirst seen 4 hours ago

Universal Banker/Financial Specialist / Lakewood Ranch

BankUnited89 open roles

Where
Brandenton, FL, USA
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Your applicationOpen nowUniversal Banker/Financial Specialist / Lakewood RanchBankUnited · Brandenton, FL, USA

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The clock on this job

Early applications get read.

11.4% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.0%1 day
  2. 4.2%3 days
  3. 11.4%7 days
  4. 17.5%14 days
  5. 34.2%30 days
  6. 43.5%60 days
This job: first seen 4 hours ago

The posting

Sign-on bonus of $500.00 to be paid after six months of continuous serevice.

SUMMARY: This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals.

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

  • Receives checks and cash for deposit, verifies amount, and examines checks for endorsements.
  • Cashes checks and pays out money after verification of signatures and customer balances.
  • Enters customers' transactions into computer to record transactions, and issues computer generated receipts.
  • Places holds on accounts as appropriate.
  • Balances currency, coin, and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen.
  • Explains, promotes, refers, or sells Bank products or services such as accounts, loans, and cashier's checks in the branch or via telemarketing. Meets or exceeds assigned goals.
  • Performs outbound calls and set appointments for Market Leader and/or Sales & Service Officer(Banking Center Manager or Assistant Manager in NY only) in accordance with market initiatives and/or branch goals. Contributes to meeting branch sales goals.
  • Cross-trains on the products and operational processes associated with the Platform and assists clients with related activities.
  • Opens and processes all types of accounts, products, and/or services for customers after consulting with them on their specific needs. Assists customers whenever possible. Refers customer to appropriate business line as needed to ensure customer needs are met.
  • Achieves individual referral goals for cross selling of all credit, non-credit and fee income goals.
  • Maintains knowledge of current products, policies, procedures and regulations as it relates to position.
  • Adheres to all current policies, procedures and regulations as it relates to position.
  • Processes transactions from automated teller machine and night depository.
  • Responds professionally to customer inquiries or problems.
  • Assists customers with safe deposit box transactions.
  • Fills in for Financial Specialist Leader when absent.
  • May order daily supply of cash, and counts incoming cash.
  • Under dual control, balances cash in automated teller machines and night depository.
  • 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 or GED required And

EXPERIENCE

  • Minimum of 1-2 years of cash handling experience (preferably Teller) required
  • Excellent customer service, sales, risk management and cash operations experience preferred

Please be advised that new hires will be required to attend a two-week Retail Training Class from 9am - 5pm in either Miami Lakes or Boynton Beach. The Company may reimburse for mileage exceeding the distance of an employee's daily commute to his/her primary office for training. Additionally, for those traveling more than 60 miles each way may inquire about the details of hotel reimbursement.

Sign-on bonus of $500.00 to be paid after six months of continuous serevice.

ADDITIONAL INFORMATION

  • Candidates residing in locations within BankUnited's footprint may be given preference.

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