Universal Banking Professional

3 days ago

Winter Park, Florida, United States Climate First Bank Full time
Job Title: Universal Banker

We are seeking a highly motivated and customer-focused Universal Banker to join our team at Climate First Bank. As a Universal Banker, you will be responsible for providing exceptional customer service and sales support to our clients.

Key Responsibilities:
  • Conduct teller and cash vault transactions in an accurate and timely manner
  • Develop and maintain a thorough understanding of all products and services offered by Climate First Bank
  • Accept and process deposits, withdrawals, transfers, check cashing, and loan payments
  • Ensure proper customer identification and Bank Secrecy (BSA) procedures are being followed
  • Actively listen to customer needs and promptly respond to customer requests
  • Proactively seek and identify opportunities to promote and cross-sell all bank products and services through a consultative sales approach
  • Maintain and accurately balance teller cash drawer
  • Assist with vault duties
  • Keep exceptions for new accounts and audits to a minimum
  • Assist with branch opening and closing procedures
  • Maintain and expand knowledge of security policies and procedures
Requirements:
  • Previous bank teller experience preferred; cash handling experience required
  • Adopt and apply a true servant mindset and genuine desire to consistently exceed customer expectations
  • Ability and drive to proactively seek out and execute on sales opportunities through consultative sales and prioritizing customer needs
  • Organized self-starter with outstanding attention to detail and excellent organization skills
  • Desire and ability to thrive in a fast-paced and multifaceted environment with fast-changing and sometimes conflicting priorities
  • Outstanding multitasking and time management skills are required
Benefits:
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Parental leave
  • Tuition reimbursement
  • Vision insurance

Climate First Bank is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and supportive work environment.

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