- 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 ( Bank Secrecy Act, US PATRIOT Act, etc.).
- Adheres to Bank policies and procedures and completes required training.
- Identifies and reports suspicious activity.
- Minimum of 1-2 years of cash handling experience (preferably Teller) required
- Excellent customer service, sales, risk management and cash operations experience preferred
-
Financial Specialist
2 weeks ago
BankUnited Hialeah, United StatesThis 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 Universal Banker, Teller, Fina ...
-
Tax specialist for financial accounting
1 week ago
Infinity Ventures Florida Ridge, United StatesAbout the Company · The WS Süd GmbH was established in 2006 as a management buyout (formerly Ernst & Young AG, located in VS). In addition to our headquarters in Villingen-Schwenningen, we are now also represented in Tuttlingen and Bad Dürrheim and provide comprehensive services ...
-
Stellar Innovations North Miami, United StatesWE ARE MARQUARDT · Our name stands for the interface of tomorrow. With state-of-the-art mechatronics and sensor technology, our approximately employees at 22 locations revolutionize the human-technology interface on a daily basis. Our systems represent a user experience at the h ...
-
Financial Specialist
1 week ago
BankUnited Fort Lauderdale, United StatesThis 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 Universal Banker, Teller, Fina ...
-
Financial Specialist
5 days ago
Peter Weidinger Ins Agency, Inc Fort Lauderdale, United StatesJob Description · Job DescriptionPeter Weidinger – State Farm Agency has an immediate opening for a full-time, experienced Financial Specialist. Ideal candidate will have experience in both advanced life sales and mutual fund sales.This role will be responsible for the marketing ...
-
ADVANCED DECISION VECTORS, LLC Doral, United StatesAcquisition Support and Financial Management Specialists (Active Top Secret/SCI) · Advanced Decision Vectors, LLC (ADV), established in 2009, provides superior program management, program support, strategic planning, and systems engineering to the Federal and Commercial sectors. ...
-
Sr. Financial Specialist
1 week ago
BankUnited Lauderdale Lakes, United States Full time - PermanentJob 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 ...
-
Financial Operations Recovery Specialist I
4 days ago
Elevance Health Miami, United States Paid WorkFinancial Operations Recovery Specialist I · Location: The ideal candidate for this role will live within 50 miles of a Elevance Health Pulse Point. · The Financial Operations Recovery Specialist I is responsible for setting up and adjusting claims overpayments that have been pre ...
-
Financial Aid Service Specialist
1 week ago
Aquila Software Group Hollywood, United StatesFinancial Aid Service Specialist FameFull time Permanent RemoteFAME Inc is seeking a Financial Aid Service Specialist to assist our clients - colleges, universities, and technical schools. The ideal candidate will have excellent customer service skills and strong financial aid kn ...
-
Student Financial Services Specialist
1 week ago
HCA Healthcare Pembroke Pines, United States Full timeDescription · Introduction · Are you passionate about delivering superior work outcomes? At Galen College of Nursing, we are committed to a single purpose: offering excellence in nursing education. Our staff and administration live out our vision We change the life of one to car ...
-
Financial Aid Service Specialist
1 day ago
Aquila Software Group Hollywood, United StatesFinancial Aid Service Specialist · Fame · Full time Permanent Remote · FAME Inc is seeking a Financial Aid Service Specialist to assist our clients - colleges, universities, and technical schools. The ideal candidate will have excellent customer service skills and strong fina ...
-
Lukos Doral, United StatesPosition: · CN/C-TCO Acquisition Program Management and Financial Management Specialist · Location: · Homestead, FL · Job Id: · 1775-SOUTHCOM - 24P-GO-881 · # of Openings: · 1 · CN/C-TCO Acquisition Program Management and Financial Management Specialist · Minimum Qualificati ...
-
Patient Financial Services Specialist
1 day ago
Broward Health Fort Lauderdale, United StatesBroward Health PointShift: Shift 1FTE: Summary:Provides financial counseling services, registration, scheduling, billing, insurance verification, and payment plan arrangements. Assesses financial assistance eligibility and acts as the financial services representative for phone a ...
-
patient financial services specialist
1 week ago
Broward Health Fort Lauderdale, FL , USA, United StatesBroward Health Point · Shift: Shift 1 · FTE: · Summary: · Provides financial counseling services, registration, scheduling, billing, insurance verification, and payment plan arrangements. Assesses financial assistance eligibility and acts as the financial services representative ...
-
Patient Financial Services Specialist
1 week ago
Broward Health Fort Lauderdale, United StatesBroward Health PointShift: Shift 1FTE: Summary:Provides financial counseling services, registration, scheduling, billing, insurance verification, and payment plan arrangements. Assesses financial assistance eligibility and acts as the financial services representative for phone a ...
-
Jackson Health System Miami, United States Full time**Description** · **Department: Population Health** · **Address: Various Jackson Locations** · *** · **Position Summary**: · *** · - The Population Health Specialist will work with medically complex individuals, many who may have one or more chronic disease conditions, and social ...
-
Products Representative
2 days ago
James Boruff - State Farm Agent Miami, United States**Benefits**: · - Bonus based on performance · - Company parties · - Competitive salary · - Free food & snacks · - Opportunity for advancement · - Paid time off · - Training & development · **ROLE DESCRIPTION**: · **James Boruff Insurance and Financial Services** is seeking a qua ...
-
Investigation Specialist Ii
4 days ago
FL Attorney General Office, Consumer Protection Miami, United StatesINVESTIGATION SPECIALIST II · Date: May 10, 2024 · Location: MIAMI, FL, US, 33131 · The State Personnel System is an E-Verify employer. For more information click on our E-Verify Website. · Requisition No: 822298 · Agency: Office of the Attorney General · Working Title: INVESTIG ...
-
Victim Witness Specialist
4 days ago
U.S. Department of Justice Miami, United StatesSummary · The United States Attorney's Office for the Southern District of Florida's (USAO-SDFL) mission is to enforce and defend the laws of the United States of America through the prosecution of criminal cases brought by the Federal government; the prosecution and defense of c ...
-
Jackson Health System Miami, United States**Description** · **Department**: Uncompensated Care · **Address**: 1611 NW 12th Ave, Miami, FL 33136 · **Shift Details**: Full Time, Days · **Why Jackson**: · Holtz Children's Hospital at the University of Miami/Jackson Memorial Medical Center is one of the largest pediatric hos ...
Financial Specialist - Hialeah, United States - BankUnited
Description
Job Description
Sign-on bonus of $ 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.
EDUCATION
HS Diplomaor GED required And
EXPERIENCE
