Relationship Banker

• 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.

• High School Diploma, at least two years bank experience as teller or customer service and/or one to three years sales experience. Florida Insurance license is preferred

BankUnited
EOE M/F/D/V