Top 45 Financial specialist Jobs in Tampa, Fl

Sr. Financial Specialist (Sr. Universal Banker) Tampa/St. Pete
BankUnited, N. A. —Tampa, FL
- Mid-level
- Office
- High school diploma or GED
Professional Relationship Manager
Bank of Central Florida —Tampa, FL
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Sales
- Health savings account
- Health insurance
Quick Apply
Financial Professional - AI Trainer
DataAnnotation —Tampa, FL
- $50 - $100 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
Sr. Financial Specialist (Sr. Universal Banker) Clearwater/Feather Sound Branch
BankUnited, N. A. —Clearwater, FL
- Mid-level
- Office
- High school diploma or GED
Financial Services Professional - Hybrid Remote (FL)
Bankers Life —Wesley Chapel, FL
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Financial Services Professional - Hybrid Remote (FL)
Bankers Life —Clearwater, FL
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Research Finance Specialist, Research, FT,8:30A-5P
Baptist Health South Florida —Florida
- $58,494.88 - $76,043.34 a year
- Full-time
- Mid-level
- Microsoft Office
- Analysis skills
- Wellness program
- Health insurance
Financial Assistance Specialist
BayCare —Oldsmar, FL
- Full-time
- Customer service
- Writing skills
- Mid-level
- Health insurance
- Dental insurance
Financial Support Services Specialist - Hybrid Position
Sedgwick —Tampa, FL
- Hybrid work
- Computer literacy
- Writing skills
- Research
8d
Client Support Specialist - Greater Tampa, FL Area (REMOTE)
Fidelity Investments —Tampa, FL
- Full-time
- Mid-level
- Residential
- Business development
- Paid training
- Work from home
Return on Investment Specialist
CACI —Tampa, FL
- $68,400 - $143,700 a year
- Full-time
- PMP
- 5 years
- Office
- Health insurance
Financial Wellbeing Specialist
Paychex —Saint Petersburg, FL
- $21.10 - $35.30 an hour
- Full-time
- Mid-level
- 3 years
- Continuous improvement
- Paid holidays
- Health insurance
Junior Financial Specialist (Secret Clearance Required)
St. Michael's Inc —Tampa, FL
- Office
- Bachelor's degree
- In-person
- Health insurance
- Dental insurance
Quick Apply
5d
Firm Account and Engagement Finance Services Specialist
Deloitte —Tampa, FL
- $66,200 - $121,800 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
Retirement Planning Specialist
Ameriprise Financial —Seminole, FL
- Full-time
- Office
- Data entry
- Experience equivalent to degree accepted
Firm Account and Engagement Finance Specialist Lead
Deloitte —Tampa, FL
- $84,300 - $155,400 a year
- Full-time
- Hybrid work
- Microsoft Excel
- 5 years
- Office
Relationship Banker Business Specialist
PNC Financial Services Group —Riverview, FL
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Wellness program
- Health savings account
Tax Reporting Specialist
Progressive —Saint Petersburg, FL
- $55,700 - $74,200 a year
- Research
- Mid-level
- Office
- Health savings account
- Disability insurance
13h
Trust Specialist
Carlton Fields —Tampa, FL
- Online Application
- Mid-level
- Communication skills
- Profit sharing
- Commuter assistance
Quick Apply
12h
Credit Risk Metrics Specialist
Amerantbank —Tampa, FL
- Full-time
- Hybrid work
- Microsoft Word
- Spanish
- English
Quick Apply

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financial specialist jobs near tampa, fl

Sr. Financial Specialist (Sr. Universal Banker) Tampa/St. Pete

BankUnited, N. A. -
Tampa, FL

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Job Details

Qualifications

Handling large sums of money
High school diploma or GED

Full Job 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 soundness and achieving market, branch and personal goals.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.

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 (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 2-3 years of cash handling experience (preferably Teller) required
Excellent customer service, sales, risk management and cash operations experience preferred
Must be fully trained in both Teller and Platform functions

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.

Sign-on bonus of $1,000 to be paid after six months of continuous service.

ADDITIONAL INFORMATION

Candidates residing in locations within BankUnited's footprint may be given preference.

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Refine Your Search

financial specialist jobs in tampa, fl

Sr. Financial Specialist (Sr. Universal Banker) Tampa/St. Pete

Professional Relationship Manager

Financial Professional - AI Trainer

Sr. Financial Specialist (Sr. Universal Banker) Clearwater/Feather Sound Branch

Financial Services Professional - Hybrid Remote (FL)

Financial Services Professional - Hybrid Remote (FL)

Research Finance Specialist, Research, FT,8:30A-5P

Financial Assistance Specialist

Financial Support Services Specialist - Hybrid Position

Client Support Specialist - Greater Tampa, FL Area (REMOTE)

Return on Investment Specialist

Financial Wellbeing Specialist

Junior Financial Specialist (Secret Clearance Required)

Firm Account and Engagement Finance Services Specialist

Retirement Planning Specialist

Firm Account and Engagement Finance Specialist Lead

Relationship Banker Business Specialist

Tax Reporting Specialist

Trust Specialist

Credit Risk Metrics Specialist

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