BankUnited, N. A. logo

Sr. Universal Banker - Dallas, TX

Job Overview

diamond

Benefits

sign on bonus
Health Insurance
Dental Insurance
Paid Time Off
401(k) Plan
training reimbursement
Career development opportunities

Job Description

BankUnited is a leading financial institution committed to delivering exceptional banking services to its clients. Established with a focus on community banking, BankUnited operates a network of branches primarily in Florida and the surrounding regions, known for its customer-centric approach and innovative financial solutions. The bank prides itself on its strong operational soundness, ethical standards, and dedication to employee development. With a dynamic and inclusive work environment, BankUnited fosters a culture that encourages growth, diversity, and excellent customer service.

The Teller/Platform role at BankUnited integrates responsibilities typical of both positions, making it a vital component of the bank's customer service and operational framework. This hybrid role emphasizes 100% client satisfaction while ensuring operational accuracy and efficiency. The teller/platform professional handles transactions such as deposits, withdrawals, check cashing, and account servicing, balancing transactional duties with sales and promotional activities.

Candidates recruited for this role are expected to be proficient in cash handling, have a keen attention to detail, and maintain utmost integrity during all transactions. They will interact with customers directly, resolving queries and facilitating financial product awareness, thereby contributing to branch sales goals. This position requires cross-training on a variety of products, services, and operational processes to effectively assist customers with various banking needs. The role is full-time and offers a sign-on bonus of $1,000 upon completion of six months of continuous service, underscoring BankUnited's commitment to rewarding dedicated employees.

The bank also emphasizes professional development through mandatory training programs held at its Miami Lakes or Boynton Beach locations. Trainees receive comprehensive instruction on retail banking functions to prepare them for success in their roles. BankUnited may reimburse mileage costs that exceed daily commuting distances and even cover hotel accommodations for those traveling significant distances for training.

In summary, this role is ideal for individuals passionate about the financial services industry, who possess strong customer service aptitude, and are motivated by a position that blends transactional accuracy with sales and customer interaction. Joining BankUnited means becoming part of a forward-thinking bank that values its employees and customers alike, offering a platform for career growth and financial services expertise.

Job Requirements

  • HS diploma or GED required
  • minimum of 2-3 years of cash handling experience preferably as a Teller
  • must be fully trained in both Teller and Platform functions
  • excellent customer service, sales, risk management and cash operations experience preferred
  • candidates residing in locations within BankUnited's footprint may be given preference
  • ability to attend two-week Retail Training Class in Miami Lakes or Boynton Beach, Florida from 9am - 5pm
  • willingness to comply with bank policies and maintain regulatory adherence

Job Qualifications

  • HS diploma or GED
  • minimum of 2-3 years of cash handling experience
  • must be fully trained in both Teller and Platform functions
  • excellent customer service skills
  • sales skills
  • risk management experience
  • knowledge of cash operations
  • ability to meet sales goals
  • strong communication skills
  • ability to maintain compliance with banking regulations

Job Duties

  • 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
  • performs outbound calls and set appointments for Market Leader in accordance with market initiatives and/or branch 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
  • 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
  • adheres to bank policies and procedures and completes required training
  • identifies and reports suspicious activity

Job Criteria

Experience

No experience required


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