Sr. Financial Specialist (Sr. Universal Banker) Altamonte Springs Branch at BankUnited, Inc.

Altamonte Springs, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

10 Sep, 26

Salary

0.0

Posted On

12 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Cash Handling, Customer Service, Sales, Risk Management, Banking Operations, Cross Selling, Account Opening, Regulatory Compliance, Anti-Money Laundering, Telemarketing, Financial Analysis, Relationship Management

Industry

Banking

Description

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 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 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 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 $1,000 to be paid after six months of continuous service. ADDITIONAL INFORMATION * Candidates residing in locations within BankUnited's footprint may be given preference. #GoForMore

Responsibilities

Perform combined teller and platform transactions to ensure client satisfaction and operational soundness. Promote and sell bank products while meeting individual and branch sales goals.