Sr. Financial Specialist/ Sr. Universal Banker - Miami Lakes (The Bridge)
Miami Lakes, Florida, United States of America
Full Time
5 hours ago
H1B Sponsor
Key skills
Risk ManagementSales
About this role
Sign on bonus of $1,000 to be paid after six months of continuous service.
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 (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
EXPERIENCE
- Minimum of 2-3 years of cash handling experience (preferably Teller) required
- Excellent customer service, sales, risk management and cash operations experience preferred
- Must be fully trained in both Teller and Platform functions
KNOWLEDGE, SKILLS AND ABILITIES
- Must be fully trained in both Teller and Platform functions.
ADDITIONAL INFORMATION
- Candidates residing in locations within BankUnited's footprint may be given preference.
Sign on bonus of $1,000 to be paid after six months of continuous service.
Candidates residing in locations within BankUnited's footprint may be given preference.