Bank Teller Finance Jobs

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Universal Banker/Financial Specialist

BankUnited, N. A. West Palm Beach, FL

West Palm Beach, FL

Today

Full time Accounting Bank Teller Banking

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Job Description

This role blends teller-line transactions with platform support, with a focus on client satisfaction, operational accuracy, and sales outcomes.

Responsibilities

Receive checks and cash for deposits: verify amounts and examine checks for required endorsements
Cash checks and process payouts after verifying signatures and confirming customer balances
Enter customer transactions into the computer system and issue computer-generated receipts
Place account holds as appropriate
Balance currency, coin, and checks in the cash drawer at end of shift and compare totals to computer-recorded data
Explain, promote, refer, or sell Bank products and services (including accounts, loans, and cashier’s checks) in-branch and via telemarketing; meet or exceed assigned goals
Make outbound calls and set appointments for Market Leader and/or Sales & Service Officer (Banking Center Manager or Assistant Manager in NY only) aligned to market initiatives and branch goals
Contribute to meeting branch sales goals
Cross-train on platform products and operational processes; assist clients with related activities
Open and process accounts and related products and services after discussing customer needs; assist customers when possible and refer to the appropriate business line when needed
Achieve individual referral goals for cross-selling across credit, non-credit, and fee income targets
Maintain knowledge of current products, policies, procedures, and regulations applicable to the position
Adhere to all policies, procedures, and regulations applicable to the role, including federal and state requirements
Process transactions from the automated teller machine and the night depository
Respond professionally to customer inquiries and issues
Assist customers with safe deposit box transactions
Fill in for the Financial Specialist Leader when absent
May order daily cash supplies and count incoming cash
Under dual control, balance cash in automated teller machines and the night depository
Comply with anti-money laundering expectations, including Bank Secrecy Act and US PATRIOT Act guidance
Complete required training and follow Bank policies and procedures
Identify and report suspicious activity

Requirements

Education: HS Diploma or GED required
Experience: Minimum 1-2 years of cash handling experience (preferably Teller) required
Preferred: Excellent customer service, sales, risk management, and cash operations experience

Technologies

Computer
Automated teller machine (ATM)

Benefits

Sign-on bonus: $500.00 paid after six months of continuous service
Company may reimburse mileage exceeding the distance of an employee’s daily commute to the primary office for training
Traveling more than 60 miles each way: may inquire about hotel reimbursement details

Additional Information

Candidates residing in locations within BankUnited’s footprint may be given preference

Location: West Palm Beach, FL (onsite)

Experience Level: Minimum 1 years

Employment Focus: Teller line and platform transaction support with cross-selling and related client services

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