Personal Banker

Cypress Bank & Trust; Florida; On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

Generous PTO

Employer-paid health coverage

Career growth potential

Great company culture

Bank holidays

Job summary

Cypress Bank & Trust seeks a Personal Banker to deliver comprehensive banking services in Florida. The role requires knowledge of the bank’s products, policies, and daily branch operations, including teller, vault, and account opening/closing duties, with focus on customer service and regulatory compliance.

In addition to assisting clients with online banking, Remote Deposit Capture, wire transfers, and ACH origination, the position involves training and supporting senior bankers and staff, and

Qualifications

• High school diploma or GED, or two years related experience and/or training, or equivalent combination of education and experience.
• Computerskills required: Microsoft Office; CSI NuPoint Core System and its complementary products.

Responsibilities

• Performs other related duties as assigned by management.
• Ensures branch compliance with the Bank’s BSA/AML/OFAC Program.
• Assures compliance with all Bank policies and procedures, as well as applicable state and federal banking regulations.
• Complies with the Bank BSA Policy and internal procedures including any related training.

Skills

Client service

Adaptability

Communication

Conflict management

Dependability

Computer skills

Decision making

Ethics

Product knowledge

Productivity

Sales skills

Teamwork

Quality

Education

High school diploma or GED

Two years related experience

Tools

Microsoft Office

CSI NuPoint Core

Job description

CypressBank&TrustwasoriginallyfoundedasaFloridaCharteredboutiquecorporatefiduciaryinPalmBeach,FLin1996andtransitionedtoabankandtrustcompanyinAugust2021.Wecurrentlyhavefourfull-serviceofficesthroughoutthestateofFloridawithadditionaltrustofficesinWinterHavenandNaples.Inadditiontoprovidingtrustandinvestmentadvisoryservices,CypressBank&Trustoffersacompletearrayofpersonalandcommercialbankingservicesintendedtomeetallourclient’sholistic,financialneedsincludingprovidingpersonalized,tailoredsolutions.AtCypressBank&Trust,webelieveinprovidingservicestomeetalltheneedsofourclients.

WearelookingforaPersonalBankerwhohasacomprehensiveknowledgeoftheBank’sproducts,services,policies,objectives,andpractices.ClientserviceandorganizationalskillssetsarerequiredtohelpensureadherencetoCypressBank&TrustQualityServiceStandardsandCoreValues.Thisroleisalsorequiredtobeknowledgeableaboutandregularlyperformdailybranchfunctionsincludingclientservices,teller,vault,andaccountopeningandclosingprocedures,processingnightdepository,mail,andcouriertransactions.ThispositionalsoassistsclientswithonlinebankingproductsincludingRemoteDepositCapture,wiretransferandACHoriginationsupport.Alsoisexpectedtoprovidetrainingandsupporttolessexperiencedbankersandotherstaff.Participatesinthereferralprograminrelationshiptootherlinesofbusinesseswithinthebanktopromotebranchdepositandloangrowth.

DutiesAndResponsibilities

• Performsotherrelateddutiesasassignedbymanagement.
• EnsuresbranchcompliancewiththeBank’sBSA/AML/OFACProgram.
• AssurescompliancewithallBankpoliciesandprocedures,aswellas,allapplicablestateandfederalbankingregulations.
• ComplieswiththeBankBSAPolicyandinternalproceduresincludinganyrelatedtraining.

SupervisoryResponsibilities

• Thisjobhasnosupervisoryresponsibilities.

Qualifications

• Highschooldiplomaorgeneraleducationdegree(GED),ortwoyears’relatedexperienceand/ortraining,orequivalentcombinationofeducationandexperience.
• Computerskillsrequired:MicrosoftOffice;CSINuPointCoreSystemanditscomplementaryproducts.

ClientService-Workswellwithcustomers,promotesapositiveimageofthecompany,strivestosolveissuesraisedbyclients

Adaptability-Knowledgeofsuccessfulapproaches,toolsandtechniquesfordealingwithchangesandadaptingtoachangingenvironment.

CommunicationSkills-Possesseseffectivecommunicationskills:oral,written,listening.

ConflictManagement-Goodlistener,committedtofindingsolutiontoproblems,workswellwithdifficultpeople

Dependability-Completesjobassignmentandprojectswithminimalsupervision.Meetsschedulesanddeadlines.

ComputerSkills-Skilledwithcomputers,takesadvantageofnewtechnology,learnsnewtoolsquickly,usestechnologytoenhancejobperformance.

DecisionMaking-Abletoreachdecisions,takesthoughtfulapproachwhenconsideringoptions,seeksinputfromothers,makesdifficultdecisions

Ethics-Honest,accountable,maintainsconfidentiality

ProductExpertise-Knowsproductfeatures,understandsmarketplace,sharesexpertisewithothers

Productivity-Managesworkload,worksefficiently,meetsgoalsandobjectives

SalesSkills-Understandsmarketplace,workstomeetprospect/customerneeds,effectiveclosingtechnique

Teamwork-Accountabletoteam,workstomeetestablisheddeliverables,appreciatesviewofteammembers,respectful

Quality–Strivestoeliminateerrors,accurateworkisapriority,seeksopportunitiestoimproveproduct/service.

WhyWorkHere?

• Financiallystrongandgrowingcompany
• Personalgrowthpotential
• Greatcompanyculture
• GenerousPTOscheduleinadditiontobankholidays
• Health(Employer-paidcoverageforemployee,eligiblethefirstmonthafterthedateofhire.)