Financial Specialist I/Teller - Lighthouse Point Job at BankUnited
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, traveler's checks, money orders, and cashier's checks in the branch or via telemarketing. Meets or exceeds assigned goals.
- Performs outbound calls and set appointments for Producing Market Leader and/or Small Business Specialist (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 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.
- 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
EXPERIENCE
- 3 years related experience and/or trainingrequired
- Excellent customer service, sales, risk management and cash operations experiencerequired
- Must be fully trained in both Teller and Platform functions
KNOWLEDGE, SKILLS AND ABILITIES
- Must be fully trained in both Teller and Platform functions.
"Sign On Bonuses Up To $1,500 Based On Experience".
- Level I requires at least one year of cash handling (preferably Teller) experience. Sign-on bonus of $500 to be paid after six months of continuous service.
- Level II requires at least two years of Teller and one year of Platform experience. Sign-on bonus of $1,000 to be paid after six months of continuous service.
- Level III must be fully trained in both Teller and Platform functions. Sign-on bonus of $1,500 to be paid after six months of continuous service.
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