Universal Banker/Financial Specialist - Lake Mary Branch

Universal Banker/Financial Specialist - Lake Mary Branch #6238

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Full Time - Permanent

Area of Interest: Retail Banking

Who We Are

BankUnited (NYSE: BKU) is a national bank headquartered in Miami Lakes, Florida, with banking centers in Florida, the New York metropolitan area, Dallas, and Atlanta. We pride ourselves on our entrepreneurial and collaborative culture encompassing the best minds, the brightest talent, and the boldest decision-makers.

BankUnited has been recognized by Newsweek for two outstanding awards in 2023 as one of America’s Greatest Workplaces and as one of America’s Greatest Workplaces for Job Starters, which acknowledges our commitment to creating an exceptional workplace.

Our Culture

At BankUnited, we foster a diverse and inclusive environment where all employees have the opportunity to advance, grow, and achieve their goals. Our rally cry is to GO FOR MORE, a call to action to provide the best customer experience to every client and to GO FOR MORE in your career.

Why BankUnited

Working for BankUnited offers you exciting challenges and opportunities to advance your professional development while empowering you to deliver and be your best. We strive to provide a competitive benefits plan to our employees and are proud to have been nationally ranked #1 as one of the 2023 Healthiest 100 Workplaces in America by Springbuk.

As a company, we believe we are only as successful as our people and are committed to providing training and innovative resources that prepare you to reach your full potential. That's why in addition to tuition reimbursement, we provide our employees with exciting career coaching, courses, and training through our own GO FOR MORE Academy and mentoring opportunities through our iCARE (Inclusive Community of Advocacy, Respect, and Equality) program.

At BankUnited, we strive to provide our employees with a work-life balance. Specifically, retail branches operate 5 days a week Monday – Friday, excluding evening and/or weekend hours. For many of our positions, we offer a hybrid work environment, as well as a remote work environment for designated positions.

If you thrive in a fast-paced collaborative work environment, Apply Now and start your journey with BankUnited today!

Job Description

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

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.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:

• 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 the 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 sets appointments for Market Leader and/or Sales & Service Officer 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 customers to the 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 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 supply 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 (i.e., Bank Secrecy Act, US PATRIOT Act, etc.).
• Identifies and reports suspicious activity.

EDUCATION

HS Diploma or GED required.

EXPERIENCE

• Minimum of 1-2 years of cash handling experience (preferably Teller) required.
• Excellent customer service, sales, risk management, and cash operations experience preferred.