Financial Specialist (Universal Banker) Lakewood Ranch Branch
About the position
The Teller position at BankUnited is focused on delivering exceptional client satisfaction while ensuring operational soundness. This role encompasses a variety of transactions typically associated with both the Teller Line and Platform, with an emphasis on achieving market, branch, and personal goals. The position requires a proactive approach to customer service and sales, promoting Bank products and services effectively.
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, meeting or exceeding assigned goals.
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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 machines 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 1-2 years of cash handling experience (preferably as a Teller) required.
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Excellent customer service, sales, risk management, and cash operations experience preferred.
Nice-to-haves
Benefits
Sign-on bonus of $500 to be paid after six months of continuous service.
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Tuition reimbursement for further education.
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Career coaching and training through the GO FOR MORE Academy.
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Mentoring opportunities through the iCARE program.
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Hybrid work environment and remote work options for designated positions.
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