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BankUnited
Relationship Banker
Job Location: Cape Coral, FL
Department:
Cape Coral-Del Prado Branch
Shift:
Full Time
DUTIES & RESPONSIBILITIES:
* Uses customer portfolio to gain customer background and uses data to recognize and follow up on existing and future needs.
* Handles customer queries, special requests and problem resolution.
* Handles fund transfers between accounts, overdrafts, stop payments, fee reversals, etc.
* Achieves over all individual unit, dollar and fee income goals.
* Solicits loan applications, obtains appropriate documentation, follows up & closes loans accurately the first time.
* Maintains an understanding of all current financial products, policies, procedures and regulations.
* Adheres to all current policies, procedures and regulations.
* Solicits cross-sales and opens new accounts according to guidelines.
* Cross-sells products or refers to appropriate business line to ensure customer needs are meet.
* Effectively utilizes various sales delivery channels including telemarketing in order to achieve goals.
* Achieves a minimum service score.
* Approves specific check amounts, wire transfers, cashier checks, uncollected funds, and insufficient funds based on credit authority limitations preset by management.
* Adheres to new account opening procedures to prevent fraud.
EDUCATION and/or EXPERIENCE:
* High School Diploma, at least 2 years bank experience as teller or customer service and/or 1-3 years sales experience. Florida Insurance license is preferred.
BankUnited
EOE M/F/D/V
Please submit resume to:
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