Financial Specialist

2 weeks ago

Fort Lauderdale, Florida, United States BankUnited Full time
Who We Are

BankUnited (NYSE: BKU) is a national bank headquartered in Miami Lakes, Florida with banking centers in Florida, the New York metropolitan area, Dallas and Atlanta. BankUnited has two subsidiaries, Pinnacle Public Finance headquartered in Scottsdale, Arizona and Bridge Funding Group headquartered in Hunt Valley, Maryland. We pride ourselves on our entrepreneurial and collaborative culture encompassing the best minds, the brightest talent and the boldest decision makers.

BankUnited is honored to announce that we have been included on the Newsweek and Statista America's Most Trusted Companies Award List

BankUnited has been recognized by Newsweek for two outstanding awards in 2023 as one of America's Greatest Workplaces and as one of America's Greatest Workplaces for Job Starters, which acknowledges our commitment to creating an exceptional workplace.

Our Culture

At BankUnited, we foster a diverse and inclusive environment where all employees have the opportunity to advance, grow and achieve their goals. Our rally cry is to GO FOR MORETM, a call to action to go above and beyond to provide the best customer experience to every client and to GO FOR MORE in your career.

Why BankUnited

Working for BankUnited offers you exciting challenges and opportunities to advance your professional development, while empowering you to deliver and be your best. We are happy to report the average tenure according to LinkedIn insights is 8.3 years. We strive to provide a competitive benefits plan to our employees and are proud to have been nationally ranked #1 as one of the 2023 Healthiest 100 Workplaces in America by Springbuk and awarded HEALTHIEST EMPLOYER by the South Florida Business Journal since 2020.

As a company, we believe we are only as successful as our people and are committed to providing training and innovative resources that prepare you to reach your full potential. That's why in addition to tuition reimbursement, we provide our employees with exciting career coaching, courses and training through our own GO FOR MORETM Academy and mentoring opportunities through our iCARETM (Inclusive Community of Advocacy, Respect and Equality) program.

At BankUnited, we strive to provide our employees with a work life balance. Specifically, retail branches operate 5 days a week Monday - Friday, excluding evening and/or weekend hours. For many of our positions, we offer a hybrid work environment, as well as a remote work environment for designated positions.

If you thrive in a fast-paced collaborative work environment, Apply Now and start your journey with BankUnited today

Job Description

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
Sign-on bonus of $500.00 to be paid after six months of continuous service.

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