Universal Banker/Financial Specialist 57th & Lexington Branch

About the role

This role performs all transactions typically associated with both the Service Line and Platform, focusing on 100% client satisfaction while maintaining operational soundness and achieving market, branch, and personal goals.

Responsibilities

• Receives checks and cash for deposit, verifies amount, and examines checks for endorsements.
• Cashes checks and pays out money after verification of signatures and client balances.
• Enters clients' 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.
• Meets or exceeds assigned goals.
• Performs outbound calls and sets appointments 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 accounts, products, and/or services for clients after consulting with them on their specific needs.
• Assists clients whenever possible and refers them to appropriate business lines as needed to ensure their 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 they relate to the position.
• Adheres to all current policies, procedures, and regulations as they relate to the position.
• Processes transactions from automated teller machine and night depository.
• Responds professionally to client inquiries or problems.
• Assists clients 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 (e.g., Bank Secrecy Act, US PATRIOT Act).
• Adheres to Bank policies and procedures and completes required training.
• Identifies and reports suspicious activity.

Requirements

• High School Diploma or GED required.
• Minimum of 1-2 years of cash handling experience (preferably as a Teller) preferred.
• Excellent client service, sales, risk management, and cash operations experience preferred.

Benefits

• Sign-on bonus of $500 to be paid after six months of continuous service.
• New hires will attend a two-week Retail Training class from 9am - 5pm in either Miami Lakes or Boynton Beach.
• Reimbursement for mileage exceeding the daily commute to the primary office for training.
• For those traveling more than 60 miles each way, hotel reimbursement may be available.