Sr. Financial Specialist (Sr. Universal Banker) - Aventura Waterways

Posted 2025-08-04
Remote, USA Full Time Immediate Start

Core Information:

  • Company: Pathremotenetwfh
  • Compensation: a competitive salary
  • Position: Sr. Financial Specialist- Aventura Waterways
  • Start Date: Immediate openings available
  • Location: Remote

 


 

About the position The position at BankUnited involves performing transactions associated with both the Teller Line and Platform, with a strong focus on achieving client satisfaction and operational soundness. The role requires balancing cash, promoting bank products, and meeting sales goals while ensuring compliance with regulations and policies. Responsibilities • Receive checks and cash for deposit, verify amounts, and examine checks for endorsements. , • Cash checks and pay out money after verification of signatures and customer balances. , • Enter customers' transactions into the computer to record transactions and issue computer-generated receipts. , • Place holds on accounts as appropriate. , • Balance currency, coin, and checks in cash drawer at end of shift and compare totaled amounts with data displayed on computer screen. , • Explain, promote, refer, or sell Bank products or services such as accounts, loans, and cashier's checks in the branch or via telemarketing. , • Perform outbound calls and set appointments for Market Leader and/or Sales & Service Officer in accordance with market initiatives and/or branch goals. , • Cross-train on the products and operational processes associated with the Platform and assist clients with related activities. , • Open and process all types of accounts, products, and/or services for customers after consulting with them on their specific needs. , • Achieve individual referral goals for cross-selling of all credit, non-credit, and fee income goals. , • Maintain knowledge of current products, policies, procedures, and regulations as it relates to position. , • Adhere to all current policies, procedures, and regulations as it relates to position. , • Process transactions from automated teller machine and night depository. , • Respond professionally to customer inquiries or problems. , • Assist customers with safe deposit box transactions. , • Fill in for Financial Specialist Leader when absent. , • Order daily supply of cash and count incoming cash. , • Under dual control, balance cash in automated teller machines and night depository. , • Adhere to and comply with applicable federal and state laws, regulations, and guidance, including those related to anti-money laundering. , • Identify and report suspicious activity. Requirements • High School Diploma or GED required. , • Minimum of 2-3 years of cash handling experience (preferably Teller) required. , • Excellent customer service, sales, risk management, and cash operations experience preferred. , • Must be fully trained in both Teller and Platform functions. Nice-to-haves Benefits • Sign-on bonus of $1,000 to be paid after six months of continuous service. Apply Job!

 

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