What are the responsibilities and job description for the Financial Specialist Leader (Head Teller) Sarasota Southside Village Branch position at BankUnited, N. A.?
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 service goals by performing the following duties within established policies and procedures.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
- Maintains direct responsibility for supervising the day-to-day operations of the teller line.
- Coordinates workflow of tellers.
- Coordinates operational activities within their authority. Keeps Branch Assistant Leader and Market Leader apprised of all issues.
- Achieves individual referral goals through cross selling of all credit, non-credit, and fee income and alternative investment goals. Works with tellers to achieve referral goals and track teller performance. The FSL takes the lead role in being the "operational coach" for the teller line.
- Serves as teller cashing checks and processing deposits; issues and receives negotiable instruments
- Cross-trains on the products and operational processes associated with the Platform and assists clients with related activities, such as opening accounts, as needed.
- Centrally maintains reserve and working supplies of negotiable instruments, including, but not limited to: official checks, money orders, and counter checks.
- Balances out branch to standard cash limit, prepares cash shipments to Federal Reserve intermediary banking institution and reconciles cash general ledger account.
- Maintains and controls vault cash.
- Ensures that tellers adhere to all current policies, procedures and regulations including compliance and security.
- Conducts Teller meetings to discuss branch issues, regulatory updates, and/or to explain procedural changes/practices.
- Works with Assistant Branch Leader to address operational exceptions and maintain operational soundness of Teller line.
- Assists tellers with identifying and correcting out-of-balance conditions.
- Works with Market Leader/Assistant Branch Leader to develop weekly schedules.
- Participates with Market Leader/Assistant Branch Leader in evaluation of teller performance. Participates in corrective action process.
- Advises Market Leader/Assistant Branch Leader of discrepancies from standard operating procedures so proper corrective action can be taken.
- 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 3-5 years job experience as a Teller/Senior Teller or demonstrated leadership/supervisory ability in operations area related to Bank or retail operations required
ADDITIONAL INFORMATION
- Candidates residing in locations within BankUnited's footprint may be given preference.
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.