Financial Specialist-TL2

BankUnited; West Palm Beach (FL); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Sign-on bonus $500

Job summary

BankUnited is seeking a Teller professional in Florida who handles daily cash transactions and customer service with a focus on accuracy and client satisfaction. You will manage deposits, withdrawals, and cross-sell banking products while meeting branch goals.

The role requires 1-2 years of cash-handling experience, a HS diploma or GED, and strong customer service and risk awareness. Training is provided, with opportunities to grow within the branch network.

Qualifications

• Minimum of 1-2 years of cash handling experience.
• HS Diploma or GED required.
• Excellent customer service, sales, risk management and cash operations experience preferred.

Responsibilities

• Receives cash and checks for deposit, verifies amounts and endorsements.
• Cashes checks and pays out money after verification of signatures and balances.
• Enters transactions into computer and issues receipts.
• Balances cash drawer and compares totals with system data.
• Explains and sells Bank products and services; meets sales goals.
• Opens and processes accounts after consulting with customers.
• Responds to customer inquiries and supports safe deposit transactions.

Skills

Cash handling

Customer service

Sales

Risk management

Cash operations

Education

HS Diploma or GED

Job description

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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