Sr. Financial Specialist Sr. Universal Banker - Utah

BankUnited Inc

  • Lehi, UT
  • 4 days ago
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    Skills

    • Bank Managementunmatched
    • Bank Secrecy Actunmatched
    • Consultingunmatched
    • Cross-Sellingunmatched
    • Customer Relationsunmatched
    • Customer Satisfactionunmatched
    • Customer Support/Serviceunmatched
    • Exceeded Sales Goalunmatched
    • Federal Laws and Regulationsunmatched
    • Financial Servicesunmatched
    • Loansunmatched
    • Meet Sales Quotaunmatched
    • Money Launderingunmatched
    • Operations Processesunmatched
    • Regulationsunmatched
    • Risk Managementunmatched
    • Salesunmatched
    • State Laws and Regulationsunmatched
    • Telemarketingunmatched
    • Transaction Processing/Managementunmatched
    • USA PATRIOT Actunmatched

    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 (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 (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
    • Adheres to Bank policies and procedures and completes required training.
    • Identifies and reports suspicious activity.

    EDUCATION

    HS Diploma or GED required

    EXPERIENCE

    • 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

    KNOWLEDGE, SKILLS AND ABILITIES

    • Must be fully trained in both Teller and Platform functions.

    ADDITIONAL INFORMATION

    • Candidates residing in locations within BankUnited's footprint may be given preference.

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

    #GoForMOre

    Numbers & Facts

    LocationLehi, UT

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