Universal Banker/Financial Specialist

BankUnited, N. A.; West Palm Beach (FL); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Sign-on bonus

Mileage reimbursement

Travel reimbursement

Job summary

BankUnited, N. A. in West Palm Beach, FL is seeking a teller to blend in-branch teller transactions with platform support, focusing on client satisfaction, accuracy, and sales results.

You will handle deposits, withdrawals, account openings, cross-sell products, and meet branch goals while ensuring compliance and excellent customer service.

Qualifications

• HS Diploma or GED required.
• 1–2 years of cash handling experience, preferably as a teller.
• Excellent customer service, sales, risk management, and cash operations experience preferred.

Responsibilities

• Receive checks and cash for deposits; verify amounts.
• Cash checks and process payouts after verification.
• Enter transactions into the computer system and issue receipts.
• Balance cash drawer and reconcile with computer records.
• Promote Bank products and services to meet sales goals.
• Open accounts and assist customers; refer to appropriate business line.
• Maintain knowledge of current banking policies and regulations.
• Handle ATM transactions and night depository.
• Respond professionally to customer inquiries.
• Identify and report suspicious activity.

Skills

Customer service

Sales

Risk management

Cash operations

Education

HS Diploma or GED

Tools

Computer

ATM

Job description

This role blends teller-line transactions with platform support, with a focus on client satisfaction, operational accuracy, and sales outcomes.

Responsibilities

• Receive checks and cash for deposits: verify amounts and examine checks for required endorsements
• Cash checks and process payouts after verifying signatures and confirming customer balances
• Enter customer transactions into the computer system and issue computer-generated receipts
• Place account holds as appropriate
• Balance currency, coin, and checks in the cash drawer at end of shift and compare totals to computer-recorded data
• Explain, promote, refer, or sell Bank products and services (including accounts, loans, and cashier's checks) in-branch and via telemarketing; meet or exceed assigned goals
• Make outbound calls and set appointments for Market Leader and/or Sales & Service Officer (Banking Center Manager or Assistant Manager in NY only) aligned to market initiatives and branch goals
• Contribute to meeting branch sales goals
• Cross-train on platform products and operational processes; assist clients with related activities
• Open and process accounts and related products and services after discussing customer needs; assist customers when possible and refer to the appropriate business line when needed
• Achieve individual referral goals for cross-selling across credit, non-credit, and fee income targets
• Maintain knowledge of current products, policies, procedures, and regulations applicable to the position
• Adhere to all policies, procedures, and regulations applicable to the role, including federal and state requirements
• Process transactions from the automated teller machine and the night depository
• Respond professionally to customer inquiries and issues
• Assist customers with safe deposit box transactions
• Fill in for the Financial Specialist Leader when absent
• May order daily cash supplies and count incoming cash
• Under dual control, balance cash in automated teller machines and the night depository
• Comply with anti-money laundering expectations, including Bank Secrecy Act and US PATRIOT Act guidance
• Complete required training and follow Bank policies and procedures
• Identify and report suspicious activity

Requirements

• Education: HS Diploma or GED required
• Experience: Minimum 1-2 years of cash handling experience (preferably Teller) required
• Preferred: Excellent customer service, sales, risk management, and cash operations experience

Technologies

• Computer
• Automated teller machine (ATM)

Benefits

• Sign-on bonus: $500.00 paid after six months of continuous service
• Company may reimburse mileage exceeding the distance of an employee's daily commute to the primary office for training
• Traveling more than 60 miles each way: may inquire about hotel reimbursement details

Additional Information

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

Location: West Palm Beach, FL (onsite)

Experience Level: Minimum 1 years

Employment Focus: Teller line and platform transaction support with cross-selling and related client services