Sr. Financial Specialist - Clearwater FeatherSound Branch

BankUnited; Clearwater (FL); Hybrid; USD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Sr. Financial Specialist to join their Clearwater branch. In this dynamic role, you will engage with clients, ensuring their satisfaction while performing essential banking transactions. You will also have the opportunity to promote various bank products and services, contributing to your professional growth in a supportive environment. The company values its employees and offers a competitive benefits package along with a sign-on bonus. If you thrive in a collaborative and fast-paced setting, this is your chance to advance your career in retail banking.

Benefits

Sign-on bonus of $1,000

Competitive benefits plan

Work-life balance

Training and development resources

Qualifications

• 2-3 years of cash handling experience, preferably as a Teller.
• Strong customer service and sales skills are essential.

Responsibilities

• Perform transactions for customers, ensuring satisfaction and operational soundness.
• Cross-sell bank products and achieve individual referral goals.

Skills

Customer Service

Cash Handling

Sales Skills

Risk Management

Education

High School Diploma or GED

Job description

Sr. Financial Specialist - Clearwater FeatherSound Branch #6363

Clearwater, FL

Full Time - Permanent

Area of Interest: Retail Banking

Who We Are

BankUnited (NYSE: BKU) is a national bank headquartered in Miami Lakes, Florida with banking centers in Florida, the New York metropolitan area, Dallas, and Atlanta. We pride ourselves on our entrepreneurial and collaborative culture encompassing the best minds, the brightest talent, and the boldest decision-makers.

BankUnited is honored to announce that we have been included on the Newsweek and Statista America’s Most Trusted Companies Award List!

BankUnited has been recognized by Newsweek for two outstanding awards in 2023 as one of America’s Greatest Workplaces and as one of America’s Greatest Workplaces for Job Starters.

Our Culture

At BankUnited, we foster a diverse and inclusive environment where all employees have the opportunity to advance, grow, and achieve their goals. Our rally cry is to GO FOR MORE, a call to action to provide the best customer experience and to GO FOR MORE in your career.

Why BankUnited

Working for BankUnited offers exciting challenges and opportunities for professional development. We strive to provide a competitive benefits plan to our employees and have been nationally ranked #1 as one of the 2023 Healthiest 100 Workplaces in America.

At BankUnited, we believe we are only as successful as our people and are committed to providing training and innovative resources that prepare you to reach your full potential.

At BankUnited, we strive to provide our employees with a work-life balance. Specifically, retail branches operate 5 days a week Monday – Friday, excluding evening and/or weekend hours. For many positions, we offer a hybrid work environment and remote work options for designated positions.

If you thrive in a fast-paced collaborative work environment, apply now and start your journey with BankUnited today!

Job Description

Sign-on bonus of $1,000 to be paid after six months of continuous service.

SUMMARY: This role performs all transactions typically associated with both the Teller Line and Platform, focusing on 100% client satisfaction while maintaining operational soundness and achieving market, branch, and personal goals.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:

• 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 the 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 the 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 sets appointments for Market Leader and/or Sales & Service Officer in accordance with market initiatives and/or branch 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.
• 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 the position.
• Adheres to all current policies, procedures, and regulations as it relates to the position.
• Processes transactions from automated teller machines and night depositories.
• 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 depositories.
• Adheres to and complies with applicable federal and state laws, regulations, and guidance, including those related to anti-money laundering.
• 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 9 am - 5 pm 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.