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Financial Specialist/ Universal Banker (Full Time) - St. Petersburg Central Avenue

Company: BankUnited
Location: Saint Petersburg
Posted on: August 14, 2019

Job Description:

Requisition Number:

3782

Job Title:

Financial Specialist/ Universal Banker (Full Time) - St. Petersburg Central Avenue

Location City:

St. Petersburg

Location State:

Florida

Job Description: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, 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 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.

Keywords: BankUnited, St. Petersburg , Financial Specialist/ Universal Banker (Full Time) - St. Petersburg Central Avenue, Accounting, Auditing , Saint Petersburg, Florida

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