Universal Banking Specialist
2 weeks ago
Position Overview:
As a Universal Banking Specialist at Climate First Bank, you will be integral in enhancing our service delivery across various branches in Central Florida. Our organization is dedicated to fostering environmental sustainability and community development. In this role, you will be responsible for cultivating customer relationships, executing banking transactions, and advocating for our diverse array of financial products.
Key Responsibilities:
- Comprehend and advocate for all offerings provided by Climate First Bank
- Surpass customer expectations while establishing connections with both new and existing clientele
- Execute transactions with precision and efficiency
- Recognize opportunities for cross-selling and referrals
- Market banking products and services while ensuring exceptional customer care
- Assist with vault operations and uphold security protocols
- Remain knowledgeable about environmental, social, and governance (ESG) practices
Qualifications:
- Associate's Degree is mandatory; Bachelor's Degree is preferred
- Prior experience in the banking sector
- Exceptional sales and communication abilities
- Meticulous attention to detail and capacity to handle multiple tasks
- Familiarity with financial products, regulations, and compliance
- Strong organizational skills and effective time management
Physical Requirements:
- Ability to maintain prolonged periods of standing and sitting
- Frequent computer usage and occasional lifting of items up to 20 lbs
Commitment to Diversity:
Climate First Bank is dedicated to promoting diversity and inclusion within our workforce. We do not discriminate based on any protected characteristic and provide reasonable accommodations for religious practices, beliefs, and disabilities. We invite you to be part of our mission to drive positive change in the community.
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