Senior Financial Services Specialist

5 hours ago


Lauderdale Lakes, Florida, United States BankUnited Full time

Job Summary:

This role is responsible for performing all transactions associated with both the Teller Line and Platform, with a focus on 100% client satisfaction while maintaining operational soundness and achieving market, branch, and personal goals.

Key Responsibilities:

  • Receive and verify customer deposits, cash checks, and pay out money after verification of signatures and customer balances.
  • Enter customer transactions into the computer system to record transactions and issue computer-generated receipts.
  • Place holds on accounts as necessary and balance currency, coin, and checks in the cash drawer at the end of each shift.
  • Explain, promote, and sell Bank products and services, such as accounts, loans, and cashier's checks, to meet or exceed assigned goals.
  • Perform outbound calls and set appointments for Market Leader and/or Sales & Service Officer to contribute 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 services for customers after consulting with them on their specific needs.
  • 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 related to the position.
  • Adhere to all current policies, procedures, and regulations related to the position.

Requirements:

  • High School Diploma or GED required.
  • Minimum of 2-3 years of cash handling experience, preferably as a Teller.
  • Excellent customer service, sales, risk management, and cash operations experience preferred.
  • Must be fully trained in both Teller and Platform functions.

Benefits:

This role offers a sign-on bonus of $1,000 to be paid after six months of continuous service.



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