Banking Professional

6 days ago

Fort Myers, Florida, United States BankUnited Full time

Job 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.

Key Responsibilities:

  • Receives and processes customer transactions, verifies amounts, and examines checks for endorsements.
  • Cashes checks and pays out money after verification of signatures and customer balances.
  • Enters customer transactions into computer systems to record transactions and issues computer-generated receipts.
  • Places holds on accounts as appropriate and balances currency, coin, and checks in cash drawers at end of shift.
  • 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 sales goals and contributes to meeting branch sales goals.
  • Cross-trains on 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.
  • 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 the position.
  • Adheres to all current policies, procedures, and regulations as it relates to the position.
  • Processes transactions from automated teller machines and night depositories.
  • 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 supplies of cash and counts incoming cash.
  • Under dual control, balances cash in automated teller machines and night depositories.
  • Adheres to and complies with applicable federal and state laws, regulations, and guidance, including those related to anti-money laundering.
  • Adheres to Bank policies and procedures and completes required training.
  • Identifies and reports suspicious activity.

Requirements:

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

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