Universal Banker/Sr. Financial Specialist-West Palm Beach/Dixie Hwy Branch
BankUnited, N. A.
Universal Banker/Sr. Financial Specialist-West Palm Beach/Dixie Hwy Branch #7277 West Palm Beach, Florida, United States Locations West Palm Beach , Florida , United States Job Description Sign-on bonus of $1,000 to be paid after six months of continuous service. 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 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. Assist 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 comply 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 requiredEXPERIENCE
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 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 $2,000 to be paid after six months of continuous service. ADDITIONAL INFORMATION Candidates residing in locations within BankUnited's footprint may be given preference. BankUnited is an Equal Opportunity Employer. BankUnited does not discriminate against individuals on the basis of race, creed, color, gender, religion, national origin, age, disability, veteran status, pregnancy, marital status, citizenship status, sexual orientation, gender identity, genetic information, or any other classification protected by applicable laws. #J-18808-Ljbffr BankUnited, N. A.- BankUnited, N. A. is seeking a Universal Banker/Sr. Financial Specialist at the West Palm Beach Dixie Hwy Branch. This role handles teller and platform transactions with a focus on 100% client satisfaction, accuracy, and meeting branch and personal goals. Requirements include...Senior
$250k
The Personal Banker SAFE Act is an entry level position... ...Tellers and other branch staff with coaching... ...product offers/financial solutions Understand... ...Education: Bachelor's Degree/University degree or equivalent... ...BLVD., SUITE 701 WEST PALM BEACH Primary Location Full...SuggestedFull time$250k
...Personal Banker Safe Act, West Palm Beach Area, Officer Working at Citi is far more... ...Provide Tellers and other branch staff with coaching and... ...and present product offers/financial solutions Understand and... ...Education ~ Bachelor's Degree/University degree or equivalent...Suggested- BankUnited in West Palm Beach, FL is seeking a Teller who performs both Teller Line and Platform transactions with a focus on client satisfaction and operational integrity. The role involves handling deposits and cash, processing checks, promoting bank products, meeting...Senior
- Citi in West Palm Beach, FL seeks a Head Universal Banker to lead the branch team, deliver exceptional service, and drive sales and risk controls. You will guide Universal Bankers and Tellers, mentor staff, and champion digital engagement to meet client needs. The role...SuggestedFull time
- Work Location:West Palm Beach, Florida, United States of AmericaHours:40Pay Details:$115,440 -... ...Business:TD WealthJob Description:The Financial Advisor Manager (FAM) is responsible for... ...fifth largest bank in North America by branches/stores. Every day, we strive to make every...Full timeLocal areaWork from homeFlexible hours
- Citi seeks a Head Universal Banker in the West Palm Beach area to lead and mentor branch teams, while delivering exceptional service and guiding complex transactions. You will champion risk controls and ensure consistent client experiences aligned with Citi standards....
$115.44k - $173.16k
...Work Location: West Palm Beach, Florida, United States of America Hours: 40 Pay Details:... ...TD Wealth Job Description: The Financial Advisor Manager (FAM) is responsible for... ...fifth largest bank in North America by branches/stores. Every day, we strive to make every...Full timeLocal areaWork from homeFlexible hours- ...seeking a Relationship Manager in Business Banking based in West Palm Beach, FL. This in‑office role focuses on growing client revenue, expanding... ...bank solutions. You will partner with clients to understand financial needs and mitigate risk while leveraging internal credit...Work at office
- ...space, air, land, sea and cyber domains in the interest of national security. Job Title: Sr. Specialist, Project Engineer Job Code: 41738 Job Location: West Palm Beach, FL Job Schedule: 9/80; Employees work 9 out of every 14 days – totaling 80 hours worked –...SeniorFull timeFor contractorsWork at office
$110k
...investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments.... .... This role will be based in Houlihan Lokey’s forthcoming West Palm Beach office.Key Responsibilities:As an Analyst, you will be...Work at office$85k - $115k
A top private investment firm is seeking a Senior Accountant in West Palm Beach, FL. You will perform bank reconciliations, manage full-cycle accounting, and assist in a significant software transition from NetSuite to QuickBooks. The ideal candidate has strong experience...Senior- ...Description Corporate Associate – Mergers & Acquisitions West Palm Beach, FL | Onsite Full-Time A leading global law firm is seeking... ...broad range of industries, including healthcare, technology, financial services, real estate, hospitality, and infrastructure....Full time
$75k - $100k
...Accountant - Growing Energy & Infrastructure Organization in West Palm Beach, FL (hybrid 2 days onsite) Our client, a well-established growth... ...West Palm Beach, FL. This role offers broad exposure across financial reporting, forecasting, budgeting, and business partnership....Senior- ...Orlando, Tampa, Tallahassee, or West Palm Beach, Florida offices! Our... ...procedures. They are considered a specialist on complex technical and... ...from an ABET accredited university or college 10+ years of... ...those candidate(s) without any financial obligation to the recruiter...SeniorContract workWork from home
- Senior Manager, Global Sales Development Sr Mgr, Global Sales Development job at ServiceNow, Inc. West Palm Beach, FL. ServiceNow is looking for a Sr. Manager of Global Sales Development (GSD), responsible for managing a team of Sales Development Representatives who manage...SeniorWork at officeRemote workFlexible hours
- A well-established auto repair shop in West Palm Beach, FL, is seeking an experienced A or B Mechanic/Automotive Technician. The role involves carrying out routine maintenance, running diagnostic tests, and repairing vehicles while maintaining a clean and safe work environment...Senior
- HealthPro Heritage is seeking a PRN Occupational Therapist for their Senior Living community in West Palm Beach, Florida. This role involves assessing clients' physical and cognitive abilities, creating personalized treatment plans, and maintaining thorough documentation...SeniorRelief
- Legal Search Solutions, Inc. assists a large West Palm Beach law firm in recruiting a Corporate Transactional Paralegal for the WPB office. The candidate will support the Corporate Transactional Business Team with 5+ years of paralegal experience. Responsibilities include...SeniorWork at office
- Jobot is seeking a licensed Land Use Attorney in West Palm Beach, FL. The role focuses on land use law and real estate development, collaborating with property owners, developers, and government officials. The candidate will handle regulatory matters, negotiations, and...SeniorPermanent employment
- Senior Attorney - Full Time Location: West Palm Beach, FL, 33401 Experience you will need: Extensive experience in marital and family law Proven track record of success in managing cases and client relationships Strong leadership and business development skills Entrepreneurial...SeniorFull time
- Taft Stettinius & Hollister LLP in West Palm Beach is seeking a team-oriented senior litigation associate to join our construction practice. The ideal candidate will bring eight or more years of construction litigation experience, including managing junior associates and...SeniorContract work
- Build People in West Palm Beach, FL seeks a Senior Project Manager to lead commercial construction projects across the West Palm Beach area, taking hands-on ownership from preconstruction through closeout. The focus is on high-end custom homes and commercial construction...SeniorFor subcontractor
- A leading construction management firm in West Palm Beach is seeking a Superintendent to manage all aspects of multifamily construction projects. The role involves project planning, site management, and quality control. The ideal candidate should have a Bachelor’s degree...Senior
- ...value as individuals, giving them the autonomy and freedom to best serve their clients. Position Description Shutts & Bowen's West Palm Beach office is seeking a senior associate to join its Real Estate Practice Group. Top academic credentials and 5-8 years of commercial...SeniorWork at office
- A leading insurance brokerage in West Palm Beach, FL is seeking a Commercial Lines Account Manager to manage large commercial accounts. The role requires 5+ years of experience in an independent agency, strong knowledge of the Florida insurance market, and excellent customer...Senior
- Invivyd, Inc. is seeking a Senior Virology Care Specialist for West Palm Beach to develop relationships with healthcare providers and drive product adoption. This field-based role requires travel within the territory and five days in the field, with compliant communication...SeniorRemote job
- Arden Courts of West Palm Beach is seeking a Licensed Practical Nurse (LPN) to administer medications and treatments to residents and maintain care records. As part of the Health & Wellness team, you ensure resident needs are met according to physician orders, facility...SeniorReliefFlexible hours
$30 - $40 per hour
A leading staffing agency is seeking a senior Contracts Analyst in West Palm Beach, FL. The role involves administering contracts, negotiating terms, and ensuring compliance with procurement policies. Ideal candidates should have at least 8 years of contract management...SeniorHourly payContract work- ...diversity and inclusion. As an Associate Banker within Chase, you will represent our... ...latest banking solutions and cutting-edge financial technology combined with friendly and attentive... ...will significantly contribute to the branch's success by delivering exceptional client...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Universal Banker/Sr. Financial Specialist-West Palm Beach/Dixie Hwy Branch. Be the first to apply!
- business banker West Palm Beach, FL
- finance specialist West Palm Beach, FL
- financial crimes specialist West Palm Beach, FL
- financial management specialist West Palm Beach, FL
- senior manager customer operations West Palm Beach, FL
- senior software engineer ruby on rails West Palm Beach, FL
- sr finance manager West Palm Beach, FL
- senior customer service West Palm Beach, FL
- senior business manager West Palm Beach, FL
- senior accounts receivable analyst West Palm Beach, FL



