Senior Financial Specialist: Grow Client Relationships

bankunitedexternal; Morristown (NJ); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Sign-on bonus of $1,500

Job summary

BankUnited is seeking a Senior Financial Specialist II in the Morristown, NJ area to deepen client relationships and identify complex needs. You will promote BankUnited products and cross-sell services while delivering exceptional service.

This role emphasizes sales behavior, risk-aware operations, and strong relationship management within a busy branch environment. You will convert routine transactions into meaningful conversations, support branch performance, and help source client

Qualifications

• HS Diploma or GED required.
• 3-5 years of branch banking experience, with client service and sales.
• Experience as a Senior Financial Specialist or similar relationship-focused role preferred.

Responsibilities

• Identify client needs through effective questions and listening; recommend BankUnited solutions to deepen relationships.
• Lead outbound calling, appointments, and referrals to drive sales activity.
• Open accounts, process deposits/withdrawals, and handle routine branch transactions with accuracy.
• Collaborate with internal teams to connect clients with the right specialists and products.

Skills

Sales skills

Client relationships

Banking product knowledge

Cross-selling ability

Risk awareness

Attention to detail

Education

HS Diploma or GED

Tools

MS Office

Branch systems

Job description

BankUnited is seeking a Senior Financial Specialist II in the Morristown, NJ area to deepen client relationships and identify complex needs. You will promote BankUnited products and cross-sell services while delivering exceptional service.

This role emphasizes sales behavior, risk-aware operations, and strong relationship management within a busy branch environment. You will convert routine transactions into meaningful conversations, support branch performance, and help source client