Personal Banker II

Cypress Bank & Trust; Florida; Sur place; USD 40 000 - 50 000; Plein temps

Avantages offerts par ce poste

Health insurance

Dental

Vision

Life Insurance

401K

Paid time off (PTO)

Résumé du poste

Cypress Bank & Trust in Florida is seeking a Personal Banker with solid knowledge of our products and policies to support daily branch functions, assist clients with online banking and transactions, and help grow deposits and loans.

You will train and support less experienced staff, participate in referrals, and ensure compliance with BSA/AML/OFAC, while delivering excellent client service consistent with our standards.

Qualifications

• High school diploma or general education degree (GED), or two years’ related experience and/or training, or equivalent combination of education and experience.
• Computer skills required: Microsoft Office; CSI NuPoint Core System and its complementary products.

Responsabilités

• 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, all applicable state and federal banking regulations.
• Complies with the Bank BSA Policy and internal procedures including any related training.

Connaissances

Client Service

Adaptability

Communication Skills

Conflict Management

Dependability

Computer Skills

Decision Making

Ethics

Product Expertise

Productivity

Sales Skills

Teamwork

Quality

Formation

High school diploma or GED

Two years’ related experience

Outils

Microsoft Office

CSI NuPoint Core System

Description du poste

Cypress Bank & Trust was originally founded as a Florida Chartered boutique corporate fiduciary in Palm Beach, FL in 1996 and transitioned to a bank and trust company in August 2021. We currently have four full-service offices throughout the state of Florida with additional trust offices in Winter Haven and Naples. In addition to providing trust and investment advisory services, Cypress Bank & Trust offers a complete array of personal and commercial banking services intended to meet all our client’s holistic, financial needs including providing personalized, tailored solutions. At Cypress Bank & Trust, we believe in providing services to meet all the needs of our clients.

We are looking for a Personal Banker who has a comprehensive knowledge of the Bank’s products, services, policies, objectives, and practices. Client service and organizational skills sets are required to help ensure adherence to Cypress Bank & Trust Quality Service Standards and Core Values. This role is also required to be knowledgeable about and regularly perform daily branch functions including client services, teller, vault, and account opening and closing procedures, processing night depository, mail, and courier transactions. This position also assists clients with online banking products including Remote Deposit Capture, wire transfer and ACH origination support. Also is expected to provide training and support to less experienced bankers and other staff. May be expected to act as bank Courier when necessary. Participates in the referral program in relationship to other lines of businesses within the bank to promote branch deposit and loan growth.

Duties And 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, all applicable state and federal banking regulations.
• Complies with the Bank BSA Policy and internal procedures including any related training.

Supervisory Responsibilities

• This job has no supervisory responsibilities.

Qualifications

• High school diploma or general education degree (GED), or two years’ related experience and/or training, or equivalent combination of education and experience.
• Computer skills required: Microsoft Office; CSI NuPoint Core System and its complementary products.

Competencies

• Client Service - Works well with customers, promotes a positive image of the company, strives to solve issues raised by clients
• Adaptability - Knowledge of successful approaches, tools and techniques for dealing with changes and adapting to a changing environment.
• Communication Skills - Possesses effective communication skills: oral, written, listening.
• Conflict Management - Good listener, committed to finding solution to problems, works well with difficult people
• Dependability - Completes job assignment and projects with minimal supervision. Meets schedules and deadlines.
• Computer Skills - Skilled with computers, takes advantage of new technology, learns new tools quickly, uses technology to enhance job performance.
• Decision Making - Able to reach decisions, takes thoughtful approach when considering options, seeks input from others, makes difficult decisions
• Ethics - Honest, accountable, maintains confidentiality
• Product Expertise - Knows product features, understands marketplace, shares expertise with others
• Productivity - Manages workload, works efficiently, meets goals and objectives
• Sales Skills - Understands marketplace, works to meet prospect/customer needs, effective closing technique
• Teamwork - Accountable to team, works to meet established deliverables, appreciates view of team members, respectful
• Quality - Strives to eliminate errors, accurate work is a priority, seeks opportunities to improve product/service.

Why Work Here?

• Financially strong and growing company
• Personal growth potential
• Great company culture
• Generous PTO schedule in addition to bank holidays
• Benefits:
  • Health (Employer-paid coverage for employee, eligible the first month after the date of hire.)
  • Dental
  • Vision
  • Life Insurance (company paid)
  • Additional voluntary Life Insurance
  • Short Term Disability
  • Long Term Disability
  • LifeLock
  • 401K