Personal Banker

Cypress Bank & Trust; Winter Park (FL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Dental and Vision coverage

Life insurance

Short/Long Term Disability

401(k) plan

Job summary

A regional banking institution in Winter Park seeks a Personal Banker to support branch functions and enhance client services. The ideal candidate will have at least two years of relevant experience and strong skills in customer service, adaptability, and communication. Responsibilities include assisting clients with online banking, providing training, and ensuring compliance with relevant regulations. Benefits include employer-paid health coverage, PTO, and a positive workplace culture.

Qualifications

• At least two years of related experience.
• Proficient with Microsoft Office and CSI NuPoint Core System.

Responsibilities

• Perform daily branch functions including client services and teller operations.
• Assist clients with online banking products.
• Provide training to less experienced bankers.
• Participate in referral program for growth.
• Ensure compliance with regulations.

Skills

Client Service

Adaptability

Communication

Conflict Management

Dependability

Computer Skills

Decision Making

Ethics

Product Expertise

Productivity

Sales Skills

Teamwork

Quality

Education

High school diploma, GED or equivalent

Tools

Microsoft Office

CSI NuPoint Core System

Job description

Overview

Cypress Bank & Trust was founded in 1996 as a Florida Chartered boutique corporate fiduciary and transitioned to a bank and trust company in August 2021. We operate four full-service offices in Florida with additional trust offices in Winter Haven and Naples. We provide trust, investment advisory, personal and commercial banking services to meet all client needs with personalized solutions.

Personal Banker – Responsibilities

• Perform daily branch functions including client services, teller operations, vault duties, account opening/closing, night depository processing, mail and courier transactions.
• Assist clients with online banking products such as Remote Deposit Capture, wire transfer and ACH origination support.
• Provide training and support to less experienced bankers and other staff.
• Participate in referral program to promote branch deposit and loan growth.
• Ensure branch compliance with BSA/AML OFAC programs, bank policies, and applicable state and federal regulations.
• Perform other related duties as assigned.

Qualifications

• High school diploma, GED or equivalent with at least two years of related experience.
• Computer skills: Microsoft Office; CSI NuPoint Core System and complementary products.

Competencies

• Client Service – Works well with customers, promotes a positive image, solves customer issues.
• Adaptability – Successfully adapts to change.
• Communication – Effective oral, written and listening skills.
• Conflict Management – Listens and finds solutions with difficult people.
• Dependability – Completes assignments with minimal supervision.
• Computer Skills – Proficient with technology.
• Decision Making – Reaches thoughtful decisions.
• Ethics – Honest, accountable, confidential.
• Product Expertise – Knows product features, marketplace, shares with others.
• Productivity – Efficient workload management.
• Sales Skills – Meets customer needs and closes.
• Teamwork – Appreciates team, respectful.
• Quality – Eliminates errors and improves service.

Why Work Here

• Financially strong and growing company.
• Personal growth potential.
• Great company culture.
• Generous PTO schedule and bank holidays.

Benefits

• Health – Employer‑paid coverage (first month after hire).
• Dental, Vision.
• Life Insurance – Company‑paid; additional voluntary.
• Short/Long Term Disability.
• LifeLock, 401(k).