Universal Banker: Dual Teller & Platform, $1K Sign-On

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

Avantages offerts par ce poste

Sign-on bonus

Résumé du poste

BankUnited in New York seeks a Teller/Platform Specialist to handle deposits, cash withdrawals, and product referrals. You will perform teller and platform duties, assist clients, and drive cross-sell opportunities while maintaining accuracy and service quality.

The role emphasizes customer satisfaction, compliance with regulations, and meeting branch goals. Training will cover all required functions and banking products.

Qualifications

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

Responsabilités

• Receive checks and cash for deposit, verify amounts and endorsements.
• Cash checks and pay out money after verification of signatures and balances.
• Enter transactions into computer and issue receipts.
• Balance currency, coin, and checks in cash drawer at end of shift.
• Explain and promote Bank products and services; meet goals.
• Make outbound calls and set appointments for branch goals.
• Cross-train on Platform products and assist clients.
• Open and process accounts; refer to appropriate business line as needed.
• Achieve referral goals for cross selling of credit, non-credit and fees.
• Adhere to policies, procedures and regulations; report suspicious activity.

Connaissances

Cash handling

Customer service

Sales

Risk management

Cash operations

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 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

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 $1,000 to be paid after six months of continuous service.

ADDITIONAL INFORMATION

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

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