Financial Specialist (Universal Banker/Teller) - Hialeah

BankUnited - Hialeah, FL

Full-time - Entry Level

Remote - Hialeah, FL

Wholesale Trade Agents and Brokers

About the position

The position at BankUnited involves performing transactions associated with both the Teller Line and Platform, with a strong focus on achieving client satisfaction and operational soundness. The role requires balancing cash and checks, promoting bank products, and meeting sales goals while ensuring compliance with regulations.

Responsibilities

• Receive checks and cash for deposit, verify amounts, and examine checks for endorsements.
• Cash checks and pay out money after verification of signatures and customer balances.
• Enter customers' transactions into the computer to record transactions and issue computer-generated receipts.
• Place holds on accounts as appropriate.
• Balance currency, coin, and checks in cash drawer at the end of the 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, meeting or exceeding 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.
• 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.
• 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 depository.
• Respond professionally to customer inquiries or problems.
• Assist customers with safe deposit box transactions.
• Fill in for Financial Specialist Leader when absent.
• Order daily supply of cash and count incoming cash.
• Under dual control, balance cash in automated teller machines and night depository.
• Adhere to and comply with applicable federal and state laws, regulations, and guidance, including those related to anti-money laundering.
• Identify and report suspicious activity.

Requirements

• High School Diploma or GED required.
• Minimum of 1-2 years of cash handling experience (preferably as a Teller) required.
• Excellent customer service, sales, risk management, and cash operations experience preferred.

Benefits

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