Teller or Universal Banker - Palm Beach County

BankUnited - Lake Worth, FL

Full-time - Entry Level

Remote - Lake Worth, FL

Wholesale Trade Agents and Brokers

About the position

The position at BankUnited involves performing all transactions typically associated with both the Teller Line and Platform, with a strong emphasis on achieving 100% client satisfaction while maintaining operational soundness. The role is designed to meet market, branch, and personal goals, ensuring that customer needs are met effectively and efficiently. The responsibilities include receiving checks and cash for deposit, verifying amounts, examining checks for endorsements, and cashing checks after verifying signatures and customer balances. Additionally, the role requires entering customer transactions into the computer system to record transactions and issuing computer-generated receipts. The employee will also be responsible for placing holds on accounts as appropriate, balancing currency, coin, and checks in the cash drawer at the end of each shift, and comparing totaled amounts with data displayed on the computer screen. A significant part of the role involves explaining, promoting, referring, or selling Bank products or services such as accounts, loans, traveler's checks, money orders, and cashier's checks, either in the branch or via telemarketing, with the goal of meeting or exceeding assigned sales goals. Moreover, the position requires performing outbound calls and setting appointments for the Producing Market Leader and/or Small Business Specialist in accordance with market initiatives and branch goals, contributing to the overall branch sales goals. The employee will also cross-train on the products and operational processes associated with the Platform and assist clients with related activities. Opening and processing all types of accounts, products, and services for customers after consulting with them on their specific needs is also a key responsibility. The role demands maintaining knowledge of current products, policies, procedures, and regulations as they relate to the position, adhering to all current policies and procedures, and responding professionally to customer inquiries or problems. In addition, the employee may fill in for the Operations Specialist when absent, order daily supplies of cash, and count incoming cash, ensuring that all transactions are processed accurately and efficiently.

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, traveler's checks, money orders, and cashier's checks in the branch or via telemarketing.
• Performs outbound calls and sets appointments for Producing Market Leader and/or Small Business Specialist 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 Operations Specialist when absent.
• May order daily supply of cash, and counts incoming cash.
• Under dual control, balances cash in automated teller machines and night depository.

Requirements

• High school diploma or general education degree (GED).
• Three years related experience and/or training.
• Excellent customer service skills.
• Sales experience.
• Risk management experience.
• Cash operations experience.
• Level I requires at least one year of cash handling (preferably Teller) experience.
• Level II requires at least two years of Teller and one year of Platform experience.
• Level III must be fully trained in both Teller and Platform functions.

Nice-to-haves

• Experience in a fast-paced collaborative work environment.
• Familiarity with Bank products and services.

Benefits

• Sign-on bonuses up to $1,500 based on experience.
• 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.