Sr. Financial Specialist (Sr. Universal Banker) - Wilton Manors

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. 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 Diplomaor GED required

EXPERIENCE

• Minimum of 2-3 years of cash handling experience (preferably Teller)required

• Excellent customer service, sales, risk management and cash operations experiencepreferred

• Must be fully trained in both Teller and Platform functions

KNOWLEDGE, SKILLS AND ABILITIES

• Must be fully trained in both Teller and Platform functions.

Sign-on bonus of $1,000 to be paid after six months of continuous service

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