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Retail CSR - Palm & Pines
BankUnited
Pembroke Pines, FL, United States
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Job Description
SUMMARY: This position is responsible for providing Branch Sales Representative and Teller support in a prompt and courteous manner at an assigned branch. The position is also responsible for performing operational and servicing tasks within the branch, as needed.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. Levels of Authority and Decision Making are indicated as follows:
• Perform outbound calls and set appointments as directed by Branch Sales Leader in accordance with market initiatives and/or branch goals.
• Open and process all types of accounts, products, and/or services for customers after consulting with them on their specific needs. Assists customers whenever possible.
• Solicit cross-sales and open new accounts according to guidelines. Cross-sell products or refer to appropriate business line to ensure customer needs are met.
• Maintain an understanding of all current financial products, policies, procedures, regulations and compliance guidelines and adheres to same.
• Handle customer queries, special requests and problem resolution.
• Approve specific check amounts, wire transfers, cashier checks, uncollected funds, and insufficient funds based on credit authority limitations preset by management.
• Refer business to other lines of business including, but not limited to Private Client Services, Residential Lending and Business Banking.
• Provide maintenance for customer accounts: research and resolve customer questions and/or concerns in a prompt and courteous manner.
• Perform various lending assistant functions such as answering customer inquiries and taking credit applications.
• Perform Teller functions: accurately process currency, deposits, withdrawals, transfers, check cashing and loan payments.
• Balance daily cash fund. Complete over/short adjustments and send totals to Operations.
• Sell official instruments, including official checks and foreign currency.
• Handle funds transfers between accounts, overdrafts, stop payments, fee reversals, etc.
• Adhere to all current policies, procedures, and audit requirements. Maintain prescribed security controls and compliance with current regulatory legislation in order to protect the bank against criminal and fraudulent operations and unnecessary risk or exposure.
• Understand and adhere to all bank policy and procedures related to both Teller and Branch Sales Representative functions.
• Attend work on a regular basis, on time, and withstand varying degrees of stress.
EDUCATION and/or EXPERIENCE: High school diploma or general education degree (GED); and minimum of 2-5 years job experience as a Teller/Senior Teller or demonstrated ability in operations area related to Bank or retail operations. Prior customer service experience preferred. Strong knowledge of competition and product knowledge needed. Good PC, teller machine, and 10-key calculator skills.