Universal Banker

Talentify; Belleair Bluffs (FL); On-site; USD 42,000 - 54,000; Full time

Job summary

BayFirst National Bank is seeking a Universal Banker to deliver high-quality retail banking services. You will build and maintain client relationships, understand financial needs, and provide product referrals in a customer-focused environment.

The role requires excellent communication, accuracy, and the ability to manage multiple tasks across banking center responsibilities, with coverage for nearby centers as needed.

Qualifications

• Strong analytical and problem-solving skills.
• Excellent verbal and written communication skills.
• Detail-oriented approach to tasks.
• Positive retail mindset.
• Ability to manage multiple priorities under time constraints.

Responsibilities

• Become proficient in all bank products, programs, and services to provide customers the best service possible.
• Understand clients' financial needs and make appropriate product recommendations and referrals.
• Meet or exceed individual goals while supporting banking center goals.
• Perform routine customer transactions including deposits, withdrawals, cash advances, loan payments, transfers, check cashing, cashier’s checks, and debit card issuance.
• Open and close accounts including checking, savings, CDs, IRAs, and safe deposit boxes; balance daily transactions and verify cash totals.
• Exceed client expectations in terms of accuracy, efficiency, courtesy, and professionalism.

Skills

Analytical thinking

Communication skills

Detail-oriented

Retail mindset

Time management

Education

High school diploma or equivalent

Job description

BayFirst National Bank is a full-service community bank dedicated to providing a wide range of high-quality banking services delivered in a personalized, friendly manner. Founded in 1999 and headquartered in St. Petersburg, Florida, we are a true community bank with the goal of becoming a one-stop shop and trusted financial resource for the communities that we serve.

Understanding that our employees are our most valuable resource, we are committed to providing career development opportunities, competitive compensation, and generous benefits to our entire workforce. As an organization, we encourage open communication in an environment of mutual respect, where hard work is rewarded, and a professional but informal atmosphere is valued within the workplace.

Primary Purpose of Position:

This position must exemplify our retail mindset by understanding our clients’ needs are at the center of all we do. The position requires a thorough understanding of all bank products and services, effective communication, and the ability to meet the clients’ needs on their terms. Universal Bankers are responsible for establishing and maintaining client relationships and exceeding client expectations in terms of accuracy, efficiency, courtesy, and professionalism. Universal Bankers at BayFirst understand and appreciate the hours needed to meet client service expectations in a retail banking environment, as well as time for marketing and community events. Employees may be asked to provide coverage for other banking centers in the area as needed.

Primary responsibilities include but are not limited to:

• Become proficient in all bank products, programs, and services in order to provide our customers the best service possible.
• Ability to 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.

Qualifications include but are not limited to:

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

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.