What are the responsibilities and job description for the Sr. Financial Specialist position at BANKUNITED?
* "Sign On Bonuses Up To $1,500 Based on Experience" (see below)
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.- 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, traveler's checks, money orders, and cashier's checks in the branch or via telemarketing. Meets or exceeds assigned goals.
- Performs outbound calls and set appointments for Producing Market Leader and/or Small Business Specialist (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 Operations Specialist 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.
*Sign On Bonuses Up To $1,500 Based on Experience.
- Level I requires at least one year of cash handling (preferably Teller) experience. Sign-on bonus of $500 to be paid after six months of continuous service.
- Level II requires at least two years of Teller and one year of Platform experience. Sign-on bonus of $1,000 to be paid after six months of continuous service.
- Level III must be fully trained in both Teller and Platform functions. Sign-on bonus of $1,500 to be paid after six months of continuous service.
- 3 years related experience and/or training required
- Excellent customer service, sales, risk management and cash operations experience preferred
- Must be fully trained in both Teller and Platform functions
- Must be fully trained in both Teller and Platform functions.
WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The work environment is a typical climate controlled office environment and the noise is usually moderate.
SAFETY: Uses common sense to perform job functions in a safe manner.
EMPLOYEE RECEIPT OF JOB DESCRIPTION ACKNOWLEDGMENT FORM
These statements are intended to describe the general nature and level of work being performed by employees assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. This job description in no way states or implies that these are the only duties to be performed by the employee occupying the position. I understand I may be required to follow other job-related instructions and to perform any other job-related duties requested by management.
Requirements are representative of minimum levels of knowledge, skills and abilities. To perform this job in a satisfactory manner, I must need to possess the abilities or aptitudes to perform each duty proficiently.
I understand this job description is not a legal document and does not create an employment contract, implied or otherwise, other than an "at-will" employment relationship. I understand that I should consult my supervisor regarding any questions I may have regarding the job description.
Since the duties, responsibilities, qualifications and competencies described here are necessarily subject to change, I acknowledge that revisions to the job description may occur. All such changes will be communicated and I understand that revised information may supersede, modify, or eliminate existing statements in the job description document.
I have received the job description, and I understand that it is my responsibility to read, understand, and be able to perform the work described herein and revisions made to it.