Financial Services Representative

22 hours ago

Boynton Beach, Florida, United States BankUnited Full time
About BankUnited

BankUnited is a national bank headquartered in Miami Lakes, Florida, with a strong presence in Florida, the New York metropolitan area, Dallas, and Atlanta. Our company is built on a culture of innovation, collaboration, and a commitment to excellence.

Job Summary

We are seeking a highly skilled Financial Specialist to join our team. This role will be responsible for performing all transactions associated with both the Teller Line and Platform, with a focus on delivering exceptional client satisfaction while maintaining operational soundness and achieving market, branch, and personal goals.

Key Responsibilities
  • Process customer transactions, including receiving checks and cash for deposit, verifying amounts, and examining checks for endorsements.
  • Cash checks and pay out money after verification of signatures and customer balances.
  • Enter customer transactions into the computer to record transactions and issue computer-generated receipts.
  • Place holds on accounts as necessary.
  • Balance currency, coin, and checks in the cash drawer at the end of each shift and compare totaled amounts with data displayed on the computer screen.
  • Explain, promote, refer, or sell Bank products or services, such as accounts, loans, and cashier's checks, in the branch or via telemarketing, and meet or exceed assigned goals.
  • Perform outbound calls and set appointments for Market Leader and/or Sales Service Officer in accordance with market initiatives and/or branch goals, contributing to meeting branch sales goals.
  • Cross-train on the products and operational processes associated with the Platform and assist clients with related activities.
  • Open and process all types of accounts, products, and/or services for customers after consulting with them on their specific needs, and assist customers whenever possible.
  • Achieve individual referral goals for cross-selling of all credit, non-credit, and fee income goals.
  • Maintain knowledge of current products, policies, procedures, and regulations as it relates to the position.
  • Adhere to all current policies, procedures, and regulations as it relates to the position.
  • Process transactions from automated teller machines and night depositories.
  • Respond professionally to customer inquiries or problems.
  • Assist customers with safe deposit box transactions.
  • Fulfill Financial Specialist Leader responsibilities when absent.
  • May order daily supplies of cash and count incoming cash.
  • Under dual control, balance cash in automated teller machines and night depositories.
  • Adhere to and comply with applicable federal and state laws, regulations, and guidance, including those related to anti-money laundering.
  • Adhere to Bank policies and procedures and complete required training.
  • Identify and report suspicious activity.
Requirements
  • High School Diploma or GED required.
  • Minimum of 1-2 years of cash handling experience (preferably Teller) required.
  • Excellent customer service, sales, risk management, and cash operations experience preferred.

A sign-on bonus of $500.00 will be paid after six months of continuous service.

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