Financial Specialist (Universal Banker) Jupiter/Indiantown Branch
BankUnited
Summary Sign-on bonus of $500.00 to be paid after six months of continuous serevice. This role performs all transactions typically associated with both the Teller Line and Platform, focusing on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals. Essential Duties and 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 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, and cashier's checks in the branch or via telemarketing. Meets or exceeds assigned goals. Performs outbound calls and set appointments for Market Leader and/or Sales & Service Officer (Banking Center Manager or Assistant Manager in NY only) 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 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 (i.e. Bank Secrecy Act, US PATRIOT Act, etc.). Adheres to Bank policies and procedures and completes required training. Identifies and reports suspicious activity. Education HS Diploma or GED required. Experience Minimum of 1-2 years of cash handling experience (preferably Teller) required. Excellent customer service, sales, risk management and cash operations experience preferred. Additional Information 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 Boynton 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. Sign-on bonus of $500.00 to be paid after six months of continuous serevice. Candidates residing in locations within BankUnited's footprint may be given preference. #J-18808-Ljbffr BankUnited
- Sign-on bonus of $1,500 to be paid after six months of continuous service. SUMMARY Provides leadership to tellers in assigned branch ensuring customers are handled appropriately and their banking needs are identified and met. Assist branch in achieving all referral and...SuggestedWork at officeRelocation package
$41.6k - $53.83k
## Part-Time Universal Banker (20 Hours), Bilingual English/Spanish Speaking Preferred, Aventura... ...account service issues* Execute financial transactions in accordance with bank policies... ...Support sales/service activities within the branch by participating in seminars,...SuggestedHourly payFull timePart time$41.6k - $53.83k
Universal Banker The Universal Banker is an entry level position responsible for assisting in the... ...account service issues. Execute financial transactions in accordance with bank policies... ...and service activities within the branch by participating in seminars, micromarketing...SuggestedHourly payFull timePart time- SouthState Bank is looking for a Universal Banker in the Town of Florida, NY. This role combines teller and financial service responsibilities, focusing on customer service and relationship building. Candidates should have experience in cash handling and sales, with a...Suggested
- ...to perform transactions related to both the Teller Line and Platform. This role emphasizes 100% client satisfaction while achieving branch goals. Successful candidates should have 1-2 years of cash handling experience and excellent customer service skills....SuggestedRelocation package
- Overview About the Role The Universal Banker role consist of assisting clients providing exceptional... ..., to proactively help meet their financial needs. What You'll Do: Proactively and... ...-member team to open and/or close the branch. Provides timely and efficient client...Immediate startRemote workNight shift
- ...transparency, and ethical banking. With branches in St. Petersburg, Winter Park, Mount... ...expand access to inclusive, values-driven financial services. Regulated by the Federal... ...ambitious goals into reality. Now Hiring: Universal Banker We’re looking for a Universal Banker (...Full timeTemporary workImmediate start
- Financial Freedom Happens Here - and it starts with YOU. At FAIRWINDS Credit Union, we’re more than a workplace... ...our members and for you. As a Member Service Specialist (Universal Banker) for our Oviedo Mitchell Hammock branch, you’ll be the first step in helping our...
- ...beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are... ...future begins here! Summary/Objectives The Universal Banker serves as a full service, single point of contact in the branch for SouthState customers’ financial needs....
- SouthState is a trusted financial partner across the South, known for its personal relationships and... ...‑thinking solutions. Position Summary The Universal Banker serves as a full‑service, single point of contact in the branch for customers’ financial needs. The role combines...
- Climate First Bank is seeking a Universal Banker Floater to provide exceptional customer service and support sales initiatives across various branches in Florida. Candidates should have relevant experience in customer service or sales, with an emphasis on cash handling...
- Universal Banker Floater At Climate First Bank, an FDIC‑insured commercial bank and Certified B... ...sustainable impact. Location & Travel Branch locations: Winter Park, Downtown... ...communication— verbal, written, and online. Financial service knowledge and understanding of...Temporary work
- Overview The Universal Banker role consists of assisting clients by providing exceptional customer... ...bank personnel to meet their financial needs. Executes a variety of transactions... ...two-member team to open and/or close the branch. Provides timely and efficient client...Remote workNight shift
$250k
The Personal Banker SAFE Act is an entry level position responsible... ...Provide Tellers and other branch staff with coaching and guidance... ..., and present product offers/financial solutions Understand and... ...Education Bachelor's Degree/University degree or equivalent experience...- ...You will promote bank products, assist customers with their accounts, and comply with relevant regulations. A sign-on bonus of $500 is offered after six months of continuous service. Join a team dedicated to achieving market and branch goals. #J-18808-Ljbffr BankUnitedRelocation package
- ...purpose‑driven company dedicated to bringing financial peace of mind to communities, one person... ...in achieving those goals through both in‑branch and digital channels. Delivering... ...customers’ needs. As a Teller and Personal Banker you will consult with customers, conduct...Part timeWork experience placementWork at officeRemote workFlexible hours
- Climate First Bank is hiring a Universal Banker for the Mount Dora office, focused on providing excellent customer service and promoting banking products. The role requires a commitment to our mission of sustainability and values-driven service. Ideal candidates will have...Work at office
- ...purpose-driven company, dedicated to bringing financial peace of mind to communities, one person... ...serves as both a Teller and Personal Banker that floats between banking centers. The... ...supervisors concerning the budgetary needs of the branch and methods to improve the client’s...Work experience placementWork at officeRemote workFlexible hours
- City National Bank of Florida is seeking a Universal Banker located in the Town of Florida, NY. This role includes providing exceptional... ...assisting clients with various transactions and addressing their financial needs. Responsibilities also involve promoting bank products...
$41.6k - $53.83k
Citi is seeking a Universal Banker in Town of Florida, NY, to assist in executing sales and provide excellent customer service. This entry-level position involves opening accounts, resolving service issues, and supporting various sales activities. Candidates should have...- ...quality service, identifying and understanding the client’s financial needs. Cross‑trained to support sales and service... ...fulfilling the need or referring the client to the appropriate branch team members or specialist. Understand the importance of Integrated Relationship...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
$21.5 - $28.57 per hour
Job Description Posted Monday, May 4, 2026 at 4:00 AM Branch Flex Banker Branch Banking Careers Available at Washington Trust! Our branch banking... ...in a customer service environment, prior banking, or financial services experience a plus An understanding of personal finance...Hourly payFull timeWork experience placementFlexible hours$18 - $24.53 per hour
Overview United Community is seeking a highly skilled Universal Banker II . As a Universal Banker, you will have the opportunity to deliver... ...transactions, you will support customers with their financial wellness by having needs-based conversations, identifying appropriate...Full timeLocal areaRemote work- ...experience. Excellent interpersonal and communication skills with a desire to interact with clients. Proficiency in PC keyboarding and branch automation software. Ability to multi‑task under time constraints. Basic computer proficiency in Microsoft Office. Willingness...Full timeTemporary workWork at officeNight shiftWeekend workDay shift
- ...purpose‑driven company dedicated to bringing financial peace of mind to communities, one person... ...will both work as a Teller and Personal Banker, floating between banking centers to... ...supervisors concerning the budgetary needs of the branch and methods to improve the client’s...Work experience placementWork at officeRemote workFlexible hours
- A community-focused bank in New York is seeking a Universal Banker to be a front face for service excellence. This role combines teller transactions with sales and relationship building. Candidates should have experience in customer service or sales and a strong customer...
$18 - $24.53 per hour
United Community Bank is seeking a highly skilled Universal Banker II in Town of Florida, NY. This role focuses on delivering excellent experiences... .... The successful candidate will assist customers with financial needs, drive sales conversations, process routine...Hourly payFull timeRemote work- A leading financial institution in New York is seeking a Universal Banker to serve as a primary point of contact for customer financial needs. The role combines teller responsibilities with account management, requiring strong cash handling and customer service skills....
$48.43k
Job Description The Relationship Banker II is responsible for meeting with customers and... ...person and on the phone to determine their financial needs and meeting those needs by... ...skills. Primary Responsibilities Achieves branch targets and goals by identifying customer...Full timeFlexible hours$39.6k
Relationship Banker I At Regions, the Relationship Banker I is responsible for providing... ...over the phone, and for contributing to the financial wellness of our customers. This role... ...mobile, online, and ATM offerings. Assist branch and team members with basic tasks to aid...Full timeFlexible hours
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