Sr. Financial Specialist (Sr. Universal Banker) -Las Olas

BankUnited - Fort Lauderdale, FL

Full-time - Entry Level

Remote - Fort Lauderdale, FL

Wholesale Trade Agents and Brokers

About the position

BankUnited is seeking a dedicated individual to join our team in a role that encompasses both Teller Line and Platform responsibilities. This position is pivotal in ensuring 100% client satisfaction while maintaining operational soundness and achieving market, branch, and personal goals. The successful candidate will be responsible for a variety of tasks that include receiving checks and cash for deposit, verifying amounts, and examining checks for endorsements. Additionally, the role involves cashing checks and paying out money after verifying signatures and customer balances. The individual will also enter customer transactions into the computer system to record transactions and issue computer-generated receipts, ensuring accuracy and efficiency in all operations. The role requires balancing currency, coin, and checks in the cash drawer at the end of each shift, comparing totaled amounts with data displayed on the computer screen. A significant aspect of this position is to explain, promote, refer, or sell Bank products or services such as accounts, loans, and cashier's checks, both in the branch and via telemarketing. Meeting or exceeding assigned sales goals is essential, and the individual will perform outbound calls and set appointments for the Market Leader or Sales & Service Officer in accordance with market initiatives and branch goals. Cross-training on the products and operational processes associated with the Platform is also a key responsibility, as is assisting clients with related activities. The candidate will open and process all types of accounts, products, and services for customers after consulting with them on their specific needs, ensuring that customer needs are met by referring them to the appropriate business line when necessary. Maintaining knowledge of current products, policies, procedures, and regulations is crucial, as is adhering to all applicable federal and state laws, including those related to anti-money laundering. The individual will also be responsible for identifying and reporting suspicious activity, ensuring compliance with Bank policies and procedures, and completing required training.

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 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.
• Performs outbound calls and sets appointments for Market Leader and/or Sales & Service Officer in accordance with market initiatives and/or branch 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.
• 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.
• Identifies and reports suspicious activity.

Requirements

• HS Diploma or GED required.
• Minimum of 2-3 years of cash handling experience (preferably Teller) required.
• Must be fully trained in both Teller and Platform functions.

Nice-to-haves

• Excellent customer service, sales, risk management and cash operations experience preferred.

Benefits

• Sign-on bonus of $1,000 to be paid after six months of continuous service.
• Tuition reimbursement for further education.
• Career coaching and training through the GO FOR MORE™ Academy.
• Mentoring opportunities through the iCARE™ program.
• Hybrid work environment for many positions.
• Remote work environment for designated positions.