Universal Banker/Financial Specialist / West Palm Beach/Dixie Hwy Branch

BankUnited; West Palm Beach (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

BankUnited in West Palm Beach, FL seeks a Teller to handle deposits, cash withdrawals, and basic banking transactions. You will balance cash drawers, promote bank products, and assist clients with account openings and referrals, while ensuring compliance with policies.

The role emphasizes 100% client satisfaction, operational soundness, and meeting branch and personal goals in a fast-paced banking environment.

Qualifications

• HS Diploma or GED is required.
• 1–2 years cash handling experience preferred.
• Strong customer service and sales skills expected.

Responsibilities

• Receives checks and cash for deposits, verifies amounts, and endorsements.
• Cashes checks and pays out money after verification of signatures and balances.
• Enters transactions into the computer and issues receipts.
• Balances cash drawer and reconciles totals with the system.
• Promotes Bank products and services; meets sales goals.
• Performs outbound calls and sets appointments to support branch goals.
• Cross-trains on Platform products and assists clients.
• Opens and processes accounts; directs customers to appropriate lines.
• Responds to customer inquiries and resolves issues.
• Complies with Bank policies and regulations, including AML guidelines.

Skills

Cash handling

Customer service

Sales

Risk management

Cash operations

Education

HS Diploma or GED

Job description

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 And

EXPERIENCE

• Minimum of 1-2 years of cash handling experience (preferably Teller) required
• Excellent customer service, sales, risk management and cash operations experience preferred

ADDITIONAL INFORMATION

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

Sign-on bonus of $500.00 to be paid after six months of continuous serevice.

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 $500.00 to be paid after six months of continuous serevice.

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