Back to Jobs

Financial Specialist (Universal Banker) Lakewood Ranch Branch

Remote, USA Full-time Posted 2025-11-03
About the position The Teller position at BankUnited is focused on delivering exceptional client satisfaction while ensuring operational soundness. This role encompasses a variety of transactions typically associated with both the Teller Line and Platform, with an emphasis on achieving market, branch, and personal goals. The position requires a proactive approach to customer service and sales, promoting Bank products and services effectively. 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 end of shift and compare totaled amounts with data displayed on 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 position. , • Adhere to all current policies, procedures, and regulations as it relates to 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. Nice-to-haves Benefits • Sign-on bonus of $500 to be paid after six months of continuous service. , • Tuition reimbursement for further education. , • Career coaching and training through the GO FOR MORE™ Academy. , • Mentoring opportunities through the iCARE™ program. , • Hybrid work environment and remote work options for designated positions. Apply Job!  

Similar Jobs