Sr. Universal Banker - Fort Myers/College Parkway Branch

BankUnited - Fort Myers, FL

Full-time - Entry Level

Remote - Fort Myers, 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 performing a variety of transactions, including receiving checks and cash for deposit, verifying amounts, and examining checks for endorsements. Additionally, the role involves cashing checks, paying out money after verifying signatures and customer balances, and entering customer transactions into our computer system to maintain accurate records. The individual will also be tasked with balancing currency, coin, and checks in their cash drawer at the end of each shift, ensuring that the totals match the data displayed on the computer screen. A key aspect of this role is to explain, promote, refer, or sell BankUnited products and services, such as accounts, loans, and cashier's checks, both in-branch and via telemarketing. Meeting or exceeding assigned sales goals is essential, and the candidate will perform outbound calls to set appointments for the Market Leader or Sales & Service Officer, contributing to the overall branch sales goals. Cross-training on products and operational processes associated with the Platform is expected, as well as assisting clients with related activities. The candidate will open and process various types of accounts, products, and services for customers, ensuring their specific needs are met. Achieving individual referral goals for cross-selling credit, non-credit, and fee income goals is also a critical responsibility. The role requires maintaining knowledge of current products, policies, procedures, and regulations, adhering to all applicable laws and guidelines, including those related to anti-money laundering. The candidate 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
• Excellent customer service, sales, risk management and cash operations experience preferred
• Must be fully trained in both Teller and Platform functions

Benefits

• Sign-on bonus of $1,000 to be paid after six months of continuous service.
• Tuition reimbursement
• Career coaching and training through GO FOR MORE™ Academy
• Mentoring opportunities through iCARE™ program
• Hybrid work environment for many positions
• Remote work environment for designated positions
• Work-life balance with retail branches operating Monday - Friday, excluding evening and/or weekend hours