Impact Banker: Personal & Business Finance Pro

OneEthos Inc.; Winter Park (FL); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, Dental & Vision Insurance

Health Savings Account (HSA)

Employee Stock Options

401(k) with 6% Employer Match

Paid Time Off

Job summary

Climate First Bank in Winter Park, FL, is hiring a Universal Banker to serve as a front-line ambassador and trusted advisor for customers across in-person, online, and phone channels. You will handle teller transactions, cross-sell banking products, and build lasting relationships while maintaining accuracy, compliance, and exceptional service.

You will join a mission-driven team that emphasizes environmental stewardship, stakeholder value, and community engagement.

Qualifications

• Experience in customer service or sales within a banking environment.
• Cash handling experience required.
• Strong communication and client-focused mindset.
• Ability to cross-sell banking products and services.

Responsibilities

• Serve as a front-line ambassador for Climate First Bank across in-person, online, and phone channels.
• Handle teller transactions with accuracy and efficiency; promote cross-sell opportunities.
• Provide tailored financial solutions through consultative sales while maintaining compliance.
• Maintain knowledge of banking products, policies, and procedures to ensure risk controls.
• Support branch operations and participate in team meetings to drive branch growth.
• Champion the bank's mission around environmental, social, and governance goals.

Skills

Customer service

Sales instincts

Cash handling

Banking product knowledge

Education

High school diploma or equivalent

Job description

Climate First Bank in Winter Park, FL, is hiring a Universal Banker to serve as a front-line ambassador and trusted advisor for customers across in-person, online, and phone channels. You will handle teller transactions, cross-sell banking products, and build lasting relationships while maintaining accuracy, compliance, and exceptional service.

You will join a mission-driven team that emphasizes environmental stewardship, stakeholder value, and community engagement.