BankUnited, N. A. logo

Universal Banker/Sr. Financial Specialist - Tampa/Henderson Branch

Job Overview

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Benefits

Sign-On Bonus
Health Insurance
Paid Time Off
employee training
Mileage reimbursement
Hotel reimbursement options

Job Description

BankUnited is a financial services company specializing in retail banking solutions, with a strong presence in the Southeast United States, particularly in Florida. The company focuses on delivering personalized banking experiences through its network of banking centers, offering a comprehensive range of financial products such as checking and savings accounts, loans, and cashier's checks. BankUnited is committed to operational excellence and customer satisfaction, providing a supportive and professional work environment for its employees. The bank also invests in training and development to ensure its staff is well-equipped to meet customer needs and contribute to the company's growth and success. Employment with BankUnited typically includes opportunities for advancement, competitive salaries, and benefits aimed at enhancing employee well-being and job satisfaction.

The role of Teller/Platform Associate at BankUnited is integral to the customer service and transactional operations within the bank's branches. This position encompasses responsibilities commonly associated with both teller lines and banking platforms, including processing deposits and withdrawals, verifying checks, managing cash, and promoting bank products and services. The role requires a 100% commitment to client satisfaction while simultaneously maintaining operational accuracy and compliance with banking regulations.

Successful candidates will engage frequently with customers, ensuring their banking transactions are handled efficiently, securely, and with a focus on building strong client relationships. The Teller/Platform Associate will be responsible for balancing cash drawers, processing automated teller machine (ATM) transactions, and facilitating account openings and other banking services tailored to individual customer needs. The position also involves outbound customer calls to support market initiatives and sales goals, highlighting the importance of cross-selling and referrals within the branch.

This full-time role requires attendance at a mandatory two-week retail training class located in Miami Lakes or Boynton Beach, with potential reimbursement for mileage or lodging for those who qualify. BankUnited offers a sign-on bonus of $1,000 or $2,000 after six months of continuous service, rewarding loyalty and commitment. Candidates living within BankUnited's operational footprint may have a preference during the hiring process.

In summary, the Teller/Platform Associate role with BankUnited is suited for individuals with cash handling experience, exceptional customer service skills, and a strong understanding of banking operations. The position demands attention to detail, adherence to regulatory requirements including anti-money laundering laws, and the ability to thrive in a dynamic banking environment focused on achieving sales and service targets. This career opportunity combines financial services expertise, client engagement, and operational responsibilities, offering a pathway to professional development within a respected banking institution.

Job Requirements

  • High school diploma or GED
  • Minimum of 2-3 years cash handling experience
  • Ability to attend mandatory two-week retail training class
  • Reside within BankUnited's footprint preferred
  • Strong customer service skills
  • Knowledge of banking regulations
  • Ability to perform cash drawer balancing and cash handling
  • Compliance with federal and state banking laws

Job Qualifications

  • High school diploma or GED
  • Minimum of 2-3 years of cash handling experience preferably as a teller
  • Excellent customer service, sales, risk management and cash operations experience preferred
  • Fully trained in both teller and platform functions
  • Knowledge of bank products, policies, procedures and regulations
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced banking environment
  • Basic computer proficiency

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 totals with computer data
  • Explains, promotes, refers or sells bank products or services such as accounts, loans and cashier's checks
  • Performs outbound calls and sets appointments for Market Leader or Sales & Service Officer to meet branch sales goals
  • Opens and processes accounts, products and services tailored to customer needs
  • Adheres to banking policies, procedures and regulatory requirements including anti-money laundering laws
  • Identifies and reports suspicious activity
  • Responds professionally to customer inquiries or problems
  • Assists customers with safe deposit box transactions
  • May order daily supply of cash and count incoming cash
  • Balances cash in automated teller machines and night depository under dual control
  • Fills in for Financial Specialist Leader when absent

Job Criteria

Experience

Mid Level (3-7 years)


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