Hybrid Banker: Teller & Platform Specialist

BankUnited; Florida; Sur place; USD 34 000 - 42 000; Plein temps

Avantages offerts par ce poste

Sign on bonus

Résumé du poste

BankUnited is seeking a Teller/Platform associate in New York to handle cash transactions, deposits, and customer service with a focus on meeting branch goals.

The role requires training in teller and platform functions, strong cash handling experience, and a customer‑oriented sales approach within a branch environment.

Qualifications

• Minimum 2-3 years of cash handling experience (preferably Teller).
• Excellent customer service, sales, risk management and cash operations experience preferred.
• Must be fully trained in both Teller and Platform functions.

Responsabilités

• Receives cash and checks for deposit, verifies amounts and endorsements.
• Cashes checks and pays out money after verification of balances and signatures.
• Balances cash drawer and prints receipts; explains Bank products and services.
• Makes outbound calls and sets appointments to support branch goals; cross-sells when appropriate.
• Operates both Teller and Platform processes for customers and assists with accounts.

Connaissances

Cash handling

Customer service

Sales

Risk management

Formation

HS Diploma or GED

Description du poste

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.