Sr. Financial Specialist (Sr. Universal Banker) - Aventura Waterways
About the position
The position at BankUnited involves performing transactions associated with both the Teller Line and Platform, with a strong focus on achieving client satisfaction and operational soundness. The role requires balancing cash, promoting bank products, and meeting sales goals while ensuring compliance with regulations and policies.
Responsibilities
Receive checks and cash for deposit, verify amounts, and examine checks for endorsements.
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Cash checks and pay out money after verification of signatures and customer balances.
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Enter customers' transactions into the computer to record transactions and issue computer-generated receipts.
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Place holds on accounts as appropriate.
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Balance currency, coin, and checks in cash drawer at end of shift and compare totaled amounts with data displayed on computer screen.
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Explain, promote, refer, or sell Bank products or services such as accounts, loans, and cashier's checks in the branch or via telemarketing.
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Perform outbound calls and set appointments for Market Leader and/or Sales & Service Officer in accordance with market initiatives and/or branch goals.
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Cross-train on the products and operational processes associated with the Platform and assist clients with related activities.
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Open and process all types of accounts, products, and/or services for customers after consulting with them on their specific needs.
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Achieve individual referral goals for cross-selling of all credit, non-credit, and fee income goals.
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Maintain knowledge of current products, policies, procedures, and regulations as it relates to position.
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Adhere to all current policies, procedures, and regulations as it relates to position.
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Process transactions from automated teller machine and night depository.
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Respond professionally to customer inquiries or problems.
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Assist customers with safe deposit box transactions.
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Fill in for Financial Specialist Leader when absent.
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Order daily supply of cash and count incoming cash.
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Under dual control, balance cash in automated teller machines and night depository.
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Adhere to and comply with applicable federal and state laws, regulations, and guidance, including those related to anti-money laundering.
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Identify and report suspicious activity.
Requirements
High School Diploma or GED required.
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Minimum of 2-3 years of cash handling experience (preferably Teller) required.
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Excellent customer service, sales, risk management, and cash operations experience preferred.
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Must be fully trained in both Teller and Platform functions.
Nice-to-haves
Benefits
Sign-on bonus of $1,000 to be paid after six months of continuous service.
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