Sr. Financial Specialist-TL3

BankUnited; West Palm Beach (FL); On-site; USD 29,000 - 36,000; Full time

Benefits offered by this job

Sign-on bonus

Job summary

BankUnited is seeking a Teller/Platform role in Florida to serve customers at the branch and assist with sales goals. You will handle cash transactions, balance drawers, and promote banking products while ensuring a high level of customer satisfaction.

The position requires 2–3 years of cash handling experience, strong customer service skills, and full training in Teller and Platform functions. Training is provided at designated locations, with potential travel for onboarding.

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.

Responsibilities

• Receive checks and cash for deposit, verify amount and endorsements.
• Cash checks and pay out money after verification of signatures and customer balances.
• Enter transactions into computer and issue receipts.
• Balance cash drawer and compare totals with computer data.
• Explain and promote Bank products or services and meet sales goals.
• Open and process various accounts based on customer needs.
• Cross-train on Platform products and assist clients with related activities.
• Respond to customer inquiries and problems professionally.

Skills

Cash handling

Customer service

Sales

Risk management

Platform functions

Education

HS Diploma or GED

Job 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. Assist 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 comply 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 $2,000 to be paid after six months of continuous service.

ADDITIONAL INFORMATION

• Candidates residing in locations within BankUnited's footprint may be given preference.