Universal Banker Floater

4 weeks ago

Winter Park, United States Climate First Bank Full time

We are changing FINANCE to finance CHANGE

Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. With now three physical branches in St Petersburg, Winter Park and Mount Dora and one digital branch, we are offering a full suite of banking products including personal and business banking and loan products (solar, residential, commercial, SBA and more). We are passionate about the environment, social issues and overall leaving our communities and the world better than we found it.

We want YOU to help us on this mission and are looking for exceptionally hard-working, passionate and bright new team members.

We are a team of growth focused, goal-oriented and competitive individuals. We collectively work hard to achieve our mission and growth-related milestones and continue to set and exceed new goals almost daily. We love what we do, and we love working with people who are just as excited about our objectives as we are

Come join our team as a Universal Banker Floater to support our Central Florida branches. This position will primarily be located in Winter Park and will be responsible for increasing branch assets, deposits, customer base and revenue by building rapport with new and existing customers to understand their current and future financial needs. You will conduct teller and cash vault transactions in an accurate and timely manner. The Universal Banker is also responsible for the sales of all bank products and services. You will provide outstanding customer service through a variety of digital and physical channels and consistently gain the confidence and trust of others through honesty, integrity, and authenticity. Applicants should be comfortable interacting with customers on camera, phone, online chat and must be comfortable utilizing new technology. The candidate must possess strong communication skills to accurately complete requests and answer questions for customers.

Join us in this exciting start-up experience and take your career to a level unattainable in a traditional bank environment. Candidates must be local to Orlando with the ability to travel to other Central Florida branches as needed, sometimes at short notice. Please send a resume to apply.

Job Responsibilities

  • Ensure thorough understanding of all products and services offered by Climate First Bank;
  • Consistently exceed customer expectations and build rapport with existing and new customers;
  • Open and process accounts, perform account maintenance;
  • Accept and process deposits, withdrawals, transfers, check cashing, loan payments; ensure proper customer identification and Bank Secrecy (BSA) procedures are followed;
  • Proactively identify referral opportunities from new and existing customers;
  • Proactively identify cross- and upselling opportunities across ALL of the Bank's products;
  • Actively listen to the needs of prospects and clients and promptly respond to customer requests;
  • Promote bank products and services while maintaining and accurately balancing teller cash drawer;
  • Assist with vault duties;
  • Attend and participate in periodic staff meetings;
  • Keep exceptions for new accounts and audits to a minimum;
  • Open and close the branch with the Branch Manager or Assistant Branch Manager; maintain and stay abreast of security policies and procedures; participate in testing security equipment, understand and follow procedures in case of robbery or other emergency; abide by dual controls procedures at all times;
  • Demonstrate interest in contributing to and working by Climate First Bank's Core Values;
  • Possess the initiative to obtain education related to ESG and sustainability practices.

Specific Requirements

  • Associates Degree required, Bachelor's Degree strongly preferred;
  • Proven ability to close sales based on customer needs;
  • Previous banking experience required;
  • Ability to balance business needs and customer requests while managing potential risks to the Bank;
  • Previous money-handling experience;
  • Excellent sales, and communication skills;
  • Excellent attention to detail, ability to multi-task, and manage time effectively;
  • Educated in financial products and services, banking regulations and laws;
  • Solid organizational skills.

Physical Demands:

  • Sustained standing and sitting;
  • Frequent use of PC, including typing or sustained attention to monitor;
  • Occasional lifting of basic office files or equipment up to 20 lbs.

Equal Opportunity Statement:

At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

E-Verify Statement:

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

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