Sr. Financial Specialist
3 months ago
Job Description
**Sign-on bonus of $1,000 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 ( 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
Minimum of 2-3 years of cash handling experience (preferably Teller)required Excellent customer service, sales, risk management and cash operations experiencepreferred Must be fully trained in both Teller and Platform functionsKNOWLEDGE, SKILLS AND ABILITIES
Must be fully trained in both Teller and Platform functions.**Sign-on bonus of $1,000 to be paid after six months of continuous service**
-
Senior Financial Services Specialist
5 days ago
Lauderdale Lakes, Florida, United States BankUnited Full timeJob Summary:BankUnited is seeking a highly skilled and experienced Financial Specialist to join our team. As a Financial Specialist, you will be responsible for performing all transactions associated with both the Teller Line and Platform, with a focus on 100% client satisfaction and operational soundness.Key Responsibilities:Receive and process customer...
-
Financial Services Representative
3 days ago
Lauderdale Lakes, Florida, United States BankUnited Full timeJob SummaryWe are seeking a highly skilled and customer-focused Financial Services Representative to join our team at BankUnited. As a key member of our banking center, you will be responsible for providing exceptional customer service, handling cash transactions, and promoting our financial products and services.Key ResponsibilitiesCustomer Service: Respond...
-
Financial Planning Specialist
2 weeks ago
Fort Lauderdale, Florida, United States Tobias Financial Advisors Full timeJob OverviewSalary: $65K - $90K DOEAbout UsTobias Financial Advisors, established in 1980, is dedicated to providing customized wealth management and financial advisory services to high-net-worth individuals and business proprietors. Our expertise lies in proactive tax strategies and navigating significant life changes. With a steadfast commitment to...
-
Financial Planning Specialist
2 weeks ago
Fort Lauderdale, Florida, United States Tobias Financial Advisors Full timePosition OverviewSalary: $65K - $90K DOEAbout Our FirmTobias Financial Advisors, established in 1980, provides customized wealth management and financial advisory services for high-net-worth individuals and business proprietors. We specialize in proactive tax strategies and effective life transitions. Our commitment to fiduciary duty and a collaborative...
-
Financial Planning and Analysis Specialist
5 days ago
Fort Lauderdale, Florida, United States Creative Financial Staffing Full timeSenior FP&A Analyst Role at Creative Financial StaffingAbout the CompanyCreative Financial Staffing is a well-established organization that provides financial services to various industries. We are seeking a highly skilled Senior FP&A Analyst to join our team.Why Choose This Role?Opportunity to Work with a Well-Established CompanyComprehensive Benefits...
-
Sr Financial Analyst
4 weeks ago
Fort Lauderdale, United States Penn Foster Inc Full timeCompany Overview Here at UKG, our purpose is people. Our HR, payroll, and workforce management solutions help organizations unlock happier outcomes for all. Our U Krewers, who build those solutions and support our business, are talented, collaborative, and innovative problem-solvers. We strive to create a culture of belonging and an employee experience that...
-
Senior Accounting Specialist
2 weeks ago
Fort Lauderdale, Florida, United States Creative Financial Staffing Full timeSenior Accounting Specialist - Join a reputable organizationWhy consider a Senior Accounting Specialist position with this firm? Experience the advantages of being part of a large enterprise that offers stability and ample resources, while still enjoying the intimate environment of a smaller organization. The firm prioritizes support, mentorship, and a sense...
-
Financial Operations Specialist
7 days ago
Fort Lauderdale, Florida, United States Aviation Parts Executive Full timePosition OverviewAviation Parts Executive is on the lookout for a meticulous and skilled Financial Operations Specialist to enhance our finance team. As a prominent supplier of aviation components, our organization is committed to the safety and efficiency of aircraft operations. The Financial Operations Specialist will be instrumental in overseeing the...
-
Financial Recovery Specialist
5 days ago
Fort Lauderdale, Florida, United States Law Firm Full timeJob DescriptionWe are seeking an experienced Financial Recovery Specialist to join our team at a reputable Law Firm in Plantation. As a Financial Recovery Specialist, you will be responsible for collecting debts from customers in a professional and courteous manner.Key Responsibilities:Make outbound calls to customers to collect debtsFollow up with customers...
-
Financial Specialist
3 months ago
Fort Lauderdale, United States Peter Weidinger Ins Agency, Inc Full timeJob DescriptionJob DescriptionPeter Weidinger – State Farm Agency has an immediate opening for a full-time, experienced Financial Specialist. Ideal candidate will have experience in both advanced life sales and mutual fund sales.This role will be responsible for the marketing, sale and service of financial products that meet the needs of customers. We are...
-
Financial Specialist
3 months ago
Fort Lauderdale, United States Peter Weidinger Ins Agency, Inc Full timeJob DescriptionJob DescriptionPeter Weidinger – State Farm Agency has an immediate opening for a full-time, experienced Financial Specialist. Ideal candidate will have experience in both advanced life sales and mutual fund sales.This role will be responsible for the marketing, sale and service of financial products that meet the needs of customers. We are...
-
Construction Financial Specialist
2 weeks ago
Fort Lauderdale, Florida, United States Aligned Solutions Full timeJob OverviewAligned Solutions is seeking a skilled Construction Financial Specialist to enhance our financial operations.Key Responsibilities:Effectively manage and process employee reimbursements along with company credit card transactions.Serve as the main liaison between the Operations and Human Resources teams.Support Project Administrators in various...
-
Sr Financial Analyst
4 weeks ago
Fort Lauderdale, United States Chewy Full timeOur Opportunity: Chewy seeks a highly motivated, analytical, and enthusiastic Senior Financial Analyst to join our rapidly growing Commercial Finance FP&A team. Combining an understanding of finance, practical knowledge of financial statements and using data to make-and-drive decisions, this candidate will perform various financial planning and analysis...
-
Senior Bookkeeper and Financial Specialist
1 week ago
Fort Lauderdale, Florida, United States ACCOUNTSULT LLC Full timeJob OverviewACCOUNTSULT LLC is seeking a skilled Senior Bookkeeper and Financial Specialist to manage comprehensive accounting tasks for our clients, particularly in the realm of Condominium and Homeowner Association financial management.Key Responsibilities:Oversee the complete accounting cycle including Accounts Receivable and Accounts Payable.Manage...
-
Sr. Manager of Accounting
4 weeks ago
Fort Lauderdale, United States Vaco Full timeSr Accounting Mgr. Cruise Ticket Revenue Summary: The Sr Accounting Mgr. of Ticket Revenue will be responsible for the revenue recognition accounting operations by controlling, balancing, and verifying all company revenue and related transactions. Responsibilities include reviewing and approving reconciliations of all revenue account balances and validating...
-
Financial Operations Specialist
3 days ago
Fort Lauderdale, Florida, United States FHIA Remodeling Full timeAbout FHIA RemodelingFHIA Remodeling is a leading home remodeling company in Florida, recognized as the #1 remodeling company in Florida by Remodeling Magazine for three consecutive years.Job SummaryWe are seeking a highly skilled Financial Operations Specialist to join our team. As a Financial Operations Specialist, you will play a critical role in...
-
Active Student Financial Account Specialist
1 week ago
Fort Lauderdale, Florida, United States Keiser University Full timePosition Overview:The Active Student Financial Account Specialist plays a crucial role in overseeing student financial accounts by conducting audits, assessments, and processing activities related to the student ledger. This position focuses on essential areas such as Title IV compliance, credit balance management, and monitoring leave of absence statuses...
-
Financial Product Specialist
4 weeks ago
Fort Lauderdale, United States Expert Seekers Training Full timeJob DescriptionJob DescriptionBegin Your Career Journey as a Financial Product SpecialistJoin our distinguished team recognized by Entrepreneur Magazine, Forbes, and Inc. 5000. We offer a structured career path with potential earnings exceeding $140,000 in the first year and a $23,000 Training Bonus based on performance benchmarks within the initial 120...
-
Financial Operations Specialist
1 week ago
Fort Lauderdale, Florida, United States Hire Point Recruiting Full timeJob OverviewThe Financial Operations Specialist plays a crucial role in managing the invoice and payment workflows, ensuring that all transactions are processed accurately and on time. This position requires maintaining strong relationships with vendors and adhering to company policies and regulations. Attention to detail, organizational skills, and...
-
Financial Product Specialist
5 days ago
Fort Lauderdale, United States Expert Seekers Training Full timeJob DescriptionJob DescriptionBegin Your Career Journey as a Financial Product SpecialistJoin our distinguished team recognized by Entrepreneur Magazine, Forbes, and Inc. 5000. We offer a structured career path with potential earnings exceeding $140,000 in the first year and a $23,000 Training Bonus based on performance benchmarks within the initial 120...