Universal Banker​/Sr. Financial Specialist - Tampa​/Henderson Branch

Summary

This role performs all transactions typically associated with both the Teller Line and Platform, focusing on 100% client satisfaction while maintaining operational soundness and achieving market, branch, and personal goals.

• 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, meeting or exceeding assigned goals.
• Performs outbound calls and sets appointments for Market Leader and/or Sales & Service Officer in accordance with market initiatives and/or branch goals, contributing 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, referring customers to appropriate business lines 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 the position.
• Adheres to all current policies, procedures and regulations as it relates to the 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 count 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 (e.g., Bank Secrecy Act, US PATRIOT Act).
• Adheres to bank policies and procedures and completes required training.
• Identifies and reports suspicious activity.

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.

Sign‑on bonus of $1,000 to be paid after six months of continuous service.

New hires will be required to attend a two‑week Retail Training Class from 9 am – 5 pm in either Miami Lakes or Boynton Beach. The company may reimburse mileage exceeding an employee’s daily commute to the primary office for training. For those traveling more than 60 miles each way, additional details on hotel reimbursement can be inquired about.

• Candidates residing in locations within Bank United’s footprint may be given preference.