Universal Banker/Financial Specialist - Lake Mary Branch - BankUnited
Orlando, FL 32746
About the Job
Sign-on bonus of $500.00 to be paid after six months of continuous service.
SUMMARY: This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
* 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. Meets or exceeds assigned goals.
* Performs outbound calls and set appointments for Market Leader and/or Sales & Service Officer(Banking Center Manager or Assistant Manager in NY only) in accordance with market initiatives and/or branch goals. Contributes to meeting branch sales 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. Assists customers whenever possible. Refers customer to appropriate business line as needed to ensure customer needs are met.
* 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 (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
* Adheres to Bank policies and procedures and completes required training.
* Identifies and reports suspicious activity.
EDUCATION
HS Diplomaor GED required And
EXPERIENCE
* Minimum of 1-2 years of cash handling experience (preferably Teller) required
* Excellent customer service, sales, risk management and cash operations experience preferred
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled