Eco-Driven Universal Banker | Customer Success & Sales

Climate First Bank; Winter Park (FL); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health Savings Account (HSA)

401(k) with Employer Match

Employee Stock Options

Paid Time Off 2–4 weeks

Sick Time 64 hours

Life Insurance

Disability Insurance

Employee Assistance Program (EAP)

Job summary

Climate First Bank in Winter Park, FL is seeking a Universal Banker who will be the friendly face at our Winter Park office, handling teller transactions while guiding customers through product options and services. You’ll engage customers across in-person, online, and phone channels, delivering consultative solutions with accuracy, courtesy, and a commitment to security and compliance.

If you thrive in a fast-paced, service-oriented environment and enjoy building relationships, this role offers

Qualifications

• Prior experience in customer service or sales.
• Banking experience preferred.
• Cash handling experience.
• Retail or sales environment acceptable.

Responsibilities

• Prioritize accuracy and efficiency with teller transactions.
• Provide tailored solutions through consultative sales.
• Promote and cross-sell bank products and services.
• Assist with vault duties.
• Uphold security and compliance with BSA.
• Deliver white-glove service to customers.

Skills

Customer service

Sales

Cash handling

Consultative selling

Banking knowledge

Job description

Climate First Bank in Winter Park, FL is seeking a Universal Banker who will be the friendly face at our Winter Park office, handling teller transactions while guiding customers through product options and services. You’ll engage customers across in-person, online, and phone channels, delivering consultative solutions with accuracy, courtesy, and a commitment to security and compliance.

If you thrive in a fast-paced, service-oriented environment and enjoy building relationships, this role offers