BankUnited
Sr. Sales & Service Officer - Coral Springs
BankUnited, Coral Springs, Florida, United States,
Who We Are
BankUnited
(NYSE: BKU) is a national bank headquartered in Miami Lakes, Florida with banking centers in Florida, the New York metropolitan area, Dallas and Atlanta. BankUnited has two subsidiaries, Pinnacle Public Finance headquartered in Scottsdale, Arizona and Bridge Funding Group headquartered in Hunt Valley, Maryland. We pride ourselves on our entrepreneurial and collaborative culture encompassing the best minds, the brightest talent and the boldest decision makers.
BankUnited is honored to announce that we have been included on the Newsweek and Statista America's Most Trusted Companies Award List!
BankUnited has been recognized by Newsweek for two outstanding awards in 2023 as one of
America's Greatest Workplaces
and as one of
America's Greatest Workplaces for Job Starters , which acknowledges our commitment to creating an exceptional workplace.
Our Culture
At BankUnited, we foster a diverse and inclusive environment where all employees have the opportunity to advance, grow and achieve their goals. Our rally cry is to GO FOR MORE™, a call to action to go above and beyond to provide the best customer experience to every client and to GO FOR MORE in your career.
Why BankUnited
Working for BankUnited offers you exciting challenges and opportunities to advance your professional development, while empowering you to deliver and be your best. We are happy to report the average tenure according to LinkedIn insights is 8.3 years. We strive to provide a competitive benefits plan to our employees and are proud to have been nationally ranked #1 as one of the 2023 Healthiest 100 Workplaces in America by Springbuk and awarded HEALTHIEST EMPLOYER by the South Florida Business Journal since 2020.
As a company, we believe we are only as successful as our people and are committed to providing training and innovative resources that prepare you to reach your full potential. That's why in addition to tuition reimbursement, we provide our employees with exciting career coaching, courses and training through our own GO FOR MORE™ Academy and mentoring opportunities through our iCARE™ (Inclusive Community of Advocacy, Respect and Equality) program.
At BankUnited, we strive to provide our employees with a work life balance. Specifically, retail branches operate 5 days a week Monday - Friday, excluding evening and/or weekend hours. For many of our positions, we offer a hybrid work environment, as well as a remote work environment for designated positions.
If you thrive in a fast-paced collaborative work environment, Apply Now and start your journey with BankUnited today!
Job Description
SUMMARY:
This is a sales-driven position that is responsible for achieving assigned sales and service goals by developing and leveraging both internal and external sales opportunities. Approximately 75% of time is spent in business acquisition mode. This position is also responsible for performing operational and servicing tasks within the branch, as needed. Expectation for a successful banker to spend 50% of their time inside the banking center and 50% of their time sourcing business externally.
ESSENTIAL DUTIES AND RESPONSIBILITIES
include the following. Other duties and special projects may be assigned.
Effectively utilizes various sales delivery channels in order to achieve goals.Uses customer portfolio to gain customer background and uses data to recognize and follow up on existing and future needs.Solicits cross-sales and opens new accounts according to guidelines. Cross-sells products or refers to appropriate business line to ensure customer needs are met.Develops new business and expand existing business through business and consumer customer contact meetings.Develops collaborative partnerships with other business lines within the bank.Solicits loan applications, obtains appropriate documentation, follows up and closes loans accurately the first time.Achieves overall individual deposit, loan unit, dollar, and non-interest income goals. Assists the Market Leader and branch team with meeting branch sales goals.Opens and processes all types of accounts, products, and/or services for clients after consulting with them on their specific needs. Assists clients whenever possible.Achieves a minimum customer service score and adheres to the highest level of service standards.Maintains an understanding of all current financial products, policies, procedures, regulations and compliance guidelines and adheres to same.Handles customer queries, special requests and problem resolution.Handles fund transfers between accounts, overdrafts, stop payments, fee reversals, etc.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.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 required, Associate's Degree, preferred or Bachelor's Degree preferred.
EXPERIENCE
5+ years successful, goal-driven branch sales experience required.
BankUnited
(NYSE: BKU) is a national bank headquartered in Miami Lakes, Florida with banking centers in Florida, the New York metropolitan area, Dallas and Atlanta. BankUnited has two subsidiaries, Pinnacle Public Finance headquartered in Scottsdale, Arizona and Bridge Funding Group headquartered in Hunt Valley, Maryland. We pride ourselves on our entrepreneurial and collaborative culture encompassing the best minds, the brightest talent and the boldest decision makers.
BankUnited is honored to announce that we have been included on the Newsweek and Statista America's Most Trusted Companies Award List!
BankUnited has been recognized by Newsweek for two outstanding awards in 2023 as one of
America's Greatest Workplaces
and as one of
America's Greatest Workplaces for Job Starters , which acknowledges our commitment to creating an exceptional workplace.
Our Culture
At BankUnited, we foster a diverse and inclusive environment where all employees have the opportunity to advance, grow and achieve their goals. Our rally cry is to GO FOR MORE™, a call to action to go above and beyond to provide the best customer experience to every client and to GO FOR MORE in your career.
Why BankUnited
Working for BankUnited offers you exciting challenges and opportunities to advance your professional development, while empowering you to deliver and be your best. We are happy to report the average tenure according to LinkedIn insights is 8.3 years. We strive to provide a competitive benefits plan to our employees and are proud to have been nationally ranked #1 as one of the 2023 Healthiest 100 Workplaces in America by Springbuk and awarded HEALTHIEST EMPLOYER by the South Florida Business Journal since 2020.
As a company, we believe we are only as successful as our people and are committed to providing training and innovative resources that prepare you to reach your full potential. That's why in addition to tuition reimbursement, we provide our employees with exciting career coaching, courses and training through our own GO FOR MORE™ Academy and mentoring opportunities through our iCARE™ (Inclusive Community of Advocacy, Respect and Equality) program.
At BankUnited, we strive to provide our employees with a work life balance. Specifically, retail branches operate 5 days a week Monday - Friday, excluding evening and/or weekend hours. For many of our positions, we offer a hybrid work environment, as well as a remote work environment for designated positions.
If you thrive in a fast-paced collaborative work environment, Apply Now and start your journey with BankUnited today!
Job Description
SUMMARY:
This is a sales-driven position that is responsible for achieving assigned sales and service goals by developing and leveraging both internal and external sales opportunities. Approximately 75% of time is spent in business acquisition mode. This position is also responsible for performing operational and servicing tasks within the branch, as needed. Expectation for a successful banker to spend 50% of their time inside the banking center and 50% of their time sourcing business externally.
ESSENTIAL DUTIES AND RESPONSIBILITIES
include the following. Other duties and special projects may be assigned.
Effectively utilizes various sales delivery channels in order to achieve goals.Uses customer portfolio to gain customer background and uses data to recognize and follow up on existing and future needs.Solicits cross-sales and opens new accounts according to guidelines. Cross-sells products or refers to appropriate business line to ensure customer needs are met.Develops new business and expand existing business through business and consumer customer contact meetings.Develops collaborative partnerships with other business lines within the bank.Solicits loan applications, obtains appropriate documentation, follows up and closes loans accurately the first time.Achieves overall individual deposit, loan unit, dollar, and non-interest income goals. Assists the Market Leader and branch team with meeting branch sales goals.Opens and processes all types of accounts, products, and/or services for clients after consulting with them on their specific needs. Assists clients whenever possible.Achieves a minimum customer service score and adheres to the highest level of service standards.Maintains an understanding of all current financial products, policies, procedures, regulations and compliance guidelines and adheres to same.Handles customer queries, special requests and problem resolution.Handles fund transfers between accounts, overdrafts, stop payments, fee reversals, etc.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.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 required, Associate's Degree, preferred or Bachelor's Degree preferred.
EXPERIENCE
5+ years successful, goal-driven branch sales experience required.