Financial Specialist (Universal Banker) Lakewood Ranch Branch

About the position

The Teller position at BankUnited is focused on delivering exceptional client satisfaction while ensuring operational soundness. This role encompasses a variety of transactions typically associated with both the Teller Line and Platform, with an emphasis on achieving market, branch, and personal goals. The position requires a proactive approach to customer service and sales, promoting Bank products and services effectively.

Responsibilities
• Receive checks and cash for deposit, verify amounts, and examine checks for endorsements.
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• Cash checks and pay out money after verification of signatures and customer balances.
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• Enter customers' transactions into the computer to record transactions and issue computer-generated receipts.
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• Place holds on accounts as appropriate.
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• Balance currency, coin, and checks in cash drawer at end of shift and compare totaled amounts with data displayed on computer screen.
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• Explain, promote, refer, or sell Bank products or services such as accounts, loans, and cashier's checks in the branch or via telemarketing, meeting or exceeding assigned goals.
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• Perform outbound calls and set appointments for Market Leader and/or Sales & Service Officer in accordance with market initiatives and/or branch goals.
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• Cross-train on the products and operational processes associated with the Platform and assist clients with related activities.
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• Open and process all types of accounts, products, and/or services for customers after consulting with them on their specific needs.
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• Achieve individual referral goals for cross-selling of all credit, non-credit, and fee income goals.
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• Maintain knowledge of current products, policies, procedures, and regulations as it relates to position.
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• Adhere to all current policies, procedures, and regulations as it relates to position.
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• Process transactions from automated teller machines and night depository.
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• Respond professionally to customer inquiries or problems.
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• Assist customers with safe deposit box transactions.
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• Fill in for Financial Specialist Leader when absent.
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• Order daily supply of cash and count incoming cash.
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• Under dual control, balance cash in automated teller machines and night depository.
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• Adhere to and comply with applicable federal and state laws, regulations, and guidance, including those related to anti-money laundering.
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• Identify and report suspicious activity.

Requirements
• High School Diploma or GED required.
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• Minimum of 1-2 years of cash handling experience (preferably as a Teller) required.
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• Excellent customer service, sales, risk management, and cash operations experience preferred.

Nice-to-haves

Benefits
• Sign-on bonus of $500 to be paid after six months of continuous service.
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• Tuition reimbursement for further education.
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• Career coaching and training through the GO FOR MORE™ Academy.
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• Mentoring opportunities through the iCARE™ program.
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• Hybrid work environment and remote work options for designated positions.

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