Traveling Community Banker & Client Solutions Specialist

BayFirst; Clearwater (FL); On-site; USD 36,000 - 54,000; Full time

Job summary

BayFirst National Bank is seeking a Universal Banker to place the client at the center of every interaction, understanding all bank products, and delivering accurate and courteous service. The role includes coverage for BayFirst's Belleair and Countryside locations, with focus on building lasting client relationships.

The ideal candidate will travel as needed, demonstrate strong communication and problem-solving skills, and maintain high standards of accuracy while meeting daily goals in a

Qualifications

• Previous banking experience preferred.
• High school diploma or equivalent.
• Strong analytical and problem-solving skills.
• Excellent verbal and written communication skills.
• Detail-oriented.
• Positive retail mindset.
• Ability to manage multiple priorities under time constraints.

Responsibilities

• Regular travel to provide coverage to BayFirst's Belleair and Countryside locations.
• Become proficient in all bank products, programs, and services.
• Understand client's financial needs and make appropriate product recommendations and referrals.
• Meets or exceeds individual goals while supporting goals of the banking center.
• Performs routine customer transactions including deposits, withdrawals, cash advances, loan payments, transfers, check cashing, cashier’s checks, and issues debit cards.
• Opens and closes accounts, including checking, savings, CDs, IRAs, and safe deposit boxes and balances daily transactions and verifies cash totals.
• Exceed client expectations in terms of accuracy, efficiency, courtesy, and professionalism.

Skills

Banking experience

Analytical skills

Communication skills

Attention to detail

Multitasking

Retail mindset

Education

High school diploma

Job description

BayFirst National Bank is seeking a Universal Banker to place the client at the center of every interaction, understanding all bank products, and delivering accurate and courteous service. The role includes coverage for BayFirst's Belleair and Countryside locations, with focus on building lasting client relationships.

The ideal candidate will travel as needed, demonstrate strong communication and problem-solving skills, and maintain high standards of accuracy while meeting daily goals in a