Universal Banker/Financial Specialist 57th & Lexington Branch

Sign-on bonus of $500 to be paid after six months of continuous service.

JOB SUMMARY

This role, which performs all transactions typically associated with both the Service Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Receives checks and cash for deposit, verifies amount, and examines checks for endorsements.
• Cashes checks and pays out money after verification of signatures and client balances.
• Enters clients' 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 appointment 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 accounts, products, and/or services for clients after consulting with them on their specific needs. Assists clients whenever possible. Refers client to appropriate business line as needed to ensure client 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 client inquiries or problems.
• Assists clients 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.

SUPERVISORY RESPONSIBILITIES

• N/A

QUALIFICATIONS

Education

• HS Diploma or GED required

Experience

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

Sign-on bonus of $500 to be paid after six months of continuous service.   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 will 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.  Qualifications Candidates residing in locations within BankUnited's footprint may be given preference.