Customer-Centric Universal Banker | Retail Banking

Bayfirst-National-Bank; Clearwater (FL); On-site; USD 35,000 - 55,000; Full time

Job summary

BayFirst National Bank in Belleair Bluffs, FL is seeking a Universal Banker to deliver personalized banking services and build client relationships. You will understand bank products, communicate effectively, and meet clients’ needs in a retail setting.

Coverage may be required at BayFirst locations in Belleair and Countryside, with occasional travel to serve community events and marketing efforts. The role emphasizes accuracy, courtesy, and professionalism while achieving individual goals and

Qualifications

• Previous banking experience preferred.
• High school diploma or equivalent.
• Strong analytical and problem-solving skills.
• Excellent communication skills both verbal and written.
• Detail-oriented.
• Ability to manage multiple priorities under time constraints.

Responsibilities

• Regularly travel and provide coverage to BayFirst's Belleair and Countryside locations.
• Become proficient in all bank products, programs, and services.
• Understand clients' financial needs and make appropriate product recommendations and referrals.
• Meet or exceed individual goals while supporting the banking center.
• Perform routine customer transactions including deposits, withdrawals, cash advances, loan payments, transfers, check cashing, cashier’s checks, and issues debit cards.
• Open and close accounts, including checking, savings, CDs, IRAs, and safe deposit boxes and balances daily transactions and verifies cash totals.
• Exceed client expectations in terms of accuracy, efficiency, courtesy and professionalism.

Skills

Customer service

Sales & referrals

Communication skills

Detail-oriented

Education

High school diploma

Job description

BayFirst National Bank in Belleair Bluffs, FL is seeking a Universal Banker to deliver personalized banking services and build client relationships. You will understand bank products, communicate effectively, and meet clients’ needs in a retail setting.

Coverage may be required at BayFirst locations in Belleair and Countryside, with occasional travel to serve community events and marketing efforts. The role emphasizes accuracy, courtesy, and professionalism while achieving individual goals and