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BankUnited · 2 weeks ago

Sr. Financial Specialist/Sr. Teller/Sr. Universal Banker - Tamarac

Fort Lauderdale, FL

Full-time

Onsite

Mid, Senior Level

2+ years exp

BankUnited is a financial institution that focuses on client satisfaction and operational soundness. The role involves performing transactions associated with both the Teller Line and Platform, achieving market and personal goals while providing exceptional customer service.

BankingFinanceFinancial Services

Diversity & Inclusion

Responsibilities

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