Sr. Universal Banker II/Sr. Financial Specialist II-Morristown

Senior Financial Specialist II

Sign on bonus of $1,500.00 to be paid after six months of continuous service.

The Senior Financial Specialist II is a sales-focused, client-facing role responsible for deepening client relationships, identifying more complex needs, and recommending appropriate BankUnited products, services, and solutions. This role performs both service line and platform activities while serving as a role model for strong sales behaviors, service delivery, operational soundness, and risk management. The Senior Financial Specialist converts routine transactions into meaningful client conversations, supports individual, branch, and market performance, and helps source and deliver client conversations inside and outside the branch to expand relationship opportunities.

Essential Duties And Responsibilities

• Proactively identifies client needs through effective questions, active listening, and plain-language explanations; recommends appropriate BankUnited products, services, and solutions to support client goals, deepen relationships, and grow share of wallet.
• Serves as a sales and service role model by demonstrating strong relationship-building behaviors, personalizing interactions, following through on commitments, and helping team members recognize opportunities to deepen client relationships.
• Converts routine service transactions into relationship-building conversations by educating clients, uncovering additional needs, making quality referrals, opening accounts, and expanding product and service usage.
• Meets or exceed elevated individual and branch expectations by generating quality referrals, opening and processing accounts, promoting appropriate deposit, loan, credit, non-credit, and fee income solutions, and supporting market and branch sales initiatives.
• Leads by example in outbound calling, appointment setting, client follow-up, campaign execution, and sourcing and delivering client conversations inside and outside the branch to help drive consistent sales activity and pipeline discipline.
• Collaborates with internal business lines and connects clients with the appropriate team member or specialist to deliver the BankUnited One Bank Experience and fully support the client's needs.
• Processes client transactions and platform-related activities as needed while maintaining strong accuracy, balancing discipline, cash control, and risk awareness.
• Provides operational coaching and peer guidance to branch team members on client engagement, referral behaviors, service standards, transaction accuracy, and adherence to procedures.
• Educates clients on convenient service options and alternative channels, including ATM, online banking, mobile banking, and other available tools, when appropriate, to help clients bank with confidence and ease.
• Accurately performs and records service transactions, including deposits, withdrawals, check cashing, account maintenance, cashier's checks, safe deposit box transactions, ATM and night depository processing, and other routine branch activities.
• Maintains operational soundness by verifying client information, examining checks for endorsements, placing holds as appropriate, balancing cash drawers, currency, coin, checks, ATM, and night depository transactions, and following all required controls.
• Completes assigned work accurately and on time, uses available tools to manage daily tasks, and maintains strong knowledge of products, policies, procedures, systems, and regulations related to the role.
• Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
• Adheres to Bank policies and procedures and completes required training.
• Identifies and reports suspicious activity.

Qualifications

Education

• HS Diploma or GED required

Experience

• Minimum of 3-5 years of branch banking experience required, including demonstrated success in client service, needs-based sales conversations, referral generation, operational execution, and peer leadership or coaching. Prior experience as a Senior Financial Specialist or comparable relationship-focused branch banking role preferred.

Knowledge, Skills, and Abilities

• Advanced knowledge of branch banking operations, branch transaction procedures, cash handling, balancing, negotiable instruments, branch controls, compliance requirements, and risk management practices.
• Strong sales acumen with demonstrated ability to uncover client needs, recommend appropriate solutions, deepen relationships, leverage One Bank partner referrals, and contribute to branch and market sales goals.
• Ability to lead consultative client conversations using effective discovery questions, active listening, financial insight, and confident recommendations that improve the overall client experience.
• Working knowledge of consumer and business deposit products, digital banking solutions, fee income opportunities, and One Bank referral processes for credit, lending, treasury, and investment-related solutions, as applicable.
• Ability to identify higher-value relationship opportunities, make effective One Bank warm handoffs, track referral activity, and follow through with partners and clients to support successful outcomes and long-term relationship building.
• Strong client experience skills with the ability to resolve routine issues, anticipate client needs, communicate clearly, and create confidence through professional, knowledgeable, and proactive service.
• Strong organizational skills with the ability to manage competing operational and sales priorities, follow-up on commitments, maintain accuracy, and support performance in a fast-paced branch environment.
• Ability to use branch systems, digital tools, Microsoft Word, Excel, Outlook, and other business applications to complete transactions, document activity, track referrals, and support client needs.

Additional Information

• Candidates residing in locations within BankUnited's footprint may be given preference.

Sign on bonus of $1,500.00 to be paid after six months of continuous service. Please be advised that new hires will be required to attend a two-week Retail Training Class from 9am-5pm in either Miami Lakes or Bounton Beach. The Company may reimburse for mileage exceeding the distance of an employee's daily commute to his'her primary office for training. Additionally, for those traveling more than 60 miles each way may inquire about the details of hotel reimbursement. Candidates residing in locations within BankUnited's footprint may be given preference.