Sr Universal Banker/ Sr. Financial Specialist - South Miami Plaza

BankUnited, Inc. • Miami, FL

4d

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 role may include other duties and special projects as assigned.

New hires must attend a two-week Retail Training Class from 9 a.m. to 5 p.m. in 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. 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, sales, risk management, and cash operations experience.
• Candidates residing 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 pay out money after verifying signatures and customer balances.
• Enter customer transactions into the computer and issue computer-generated receipts.
• Place holds on accounts as 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.
• Make outbound calls and set appointments for the Market Leader and/or Sales & Service Officer in accordance with market initiatives and branch goals; contribute to branch sales goals.
• Cross-train on Platform products and operational processes and assist clients with related activities.
• Open and process accounts, products, and services after consulting customers about their needs; assist customers and refer them to appropriate business lines as needed.
• Achieve individual referral goals for cross-selling credit, non-credit, and fee-income products and services.
• Maintain knowledge of current products, policies, procedures, and regulations relevant to the position.
• Follow applicable policies, procedures, and regulations.
• 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.
• May order the daily cash supply and count incoming cash.
• Under dual control, balance cash in automated teller machines and night depositories.
• Comply with applicable federal and state laws, regulations, and guidance, including anti-money-laundering requirements such as the Bank Secrecy Act and USA PATRIOT Act.
• Complete required training and adhere to bank policies and procedures.
• Identify and report suspicious activity.

Benefits

• $1,000 sign-on bonus paid after six months of continuous service.
• 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.

What This Job Offers

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