Sr Universal Banker/ Sr. Financial Specialist - Doral

BankUnited • Miami, FL

13d

About The Position

This role performs transactions typically associated with both the Teller Line and Platform. It focuses on achieving 100% client satisfaction while maintaining operational soundness and meeting market, branch, and personal goals. The position processes customer transactions, supports account and service needs, promotes and refers bank products, and contributes to branch sales goals. It also requires compliance with applicable laws, regulations, and Bank policies, including anti-money laundering requirements.

New hires must attend a two-week Retail Training Class from 9 a.m. to 5 p.m. in either Miami Lakes or Boynton Beach. The Company may reimburse mileage exceeding the employee’s daily commute to their primary office for training. Employees traveling more than 60 miles each way may inquire about hotel reimbursement details. A $1,000 sign-on bonus is paid after six months of continuous service. Candidates residing within BankUnited’s footprint may be given preference.

Requirements

• High school diploma or GED.
• At least 2–3 years of cash-handling experience; Teller experience is preferred.
• Must be fully trained in both Teller and Platform functions.

Nice To Haves

• Excellent customer service experience.
• Sales experience.
• Risk management experience.
• Cash operations experience.
• Teller cash-handling experience.
• Residence within BankUnited’s footprint may be given preference.

Responsibilities

• Receive checks and cash for deposit, verify amounts, and examine checks for endorsements.
• Cash checks and disburse money after verifying signatures and customer balances.
• Enter customer transactions into the computer system and issue computer-generated receipts.
• Place holds on accounts when appropriate.
• Balance currency, coin, and checks in the cash drawer at the end of the shift and compare totals with computer records.
• Explain, promote, refer, or sell Bank products and services, including accounts, loans, and cashier’s checks, in the branch or through telemarketing.
• Meet or exceed assigned goals and contribute to branch sales goals.
• Make outbound calls and set appointments for the Market Leader and/or Sales & Service Officer in accordance with market initiatives and branch goals.
• Cross-train on Platform products and operational processes and assist clients with related activities.
• Open and process accounts, products, and services after consulting with customers about their needs.
• Assist customers and refer them to the appropriate business line when needed.
• Achieve individual referral goals for cross-selling credit, non-credit, and fee-income products and services.
• Maintain knowledge of and comply with current products, policies, procedures, and regulations relevant to the role.
• Process transactions from automated teller machines and night depositories.
• Respond professionally to customer inquiries and problems.
• Assist customers with safe deposit box transactions.
• Fill in for the Financial Specialist Leader when absent.
• Order daily cash supplies and count incoming cash when needed.
• Under dual control, balance cash in automated teller machines and night depositories.
• Comply with applicable federal and state laws, regulations, guidance, and Bank policies, including anti-money laundering requirements such as the Bank Secrecy Act and USA PATRIOT Act.
• Complete required training and identify and report suspicious activity.

Benefits

• $1,000 sign-on bonus after six months of continuous service.
• Possible mileage reimbursement for training travel beyond the employee’s normal commute to their primary office.
• Hotel reimbursement details may be available for employees traveling more than 60 miles each way for training.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED