Universal Banker

BayFirst; Belleair Bluffs (FL); On-site; USD 38,000 - 52,000; Full time

Job summary

BayFirst National Bank is seeking a Universal Banker who places clients at the center of every interaction, delivering personalized service and building lasting relationships in a retail banking environment.

You will handle routine transactions, open and manage accounts, offer product recommendations, and work toward personal and branch goals while providing accurate, courteous service. Occasional coverage for other banking centers may be required.

Qualifications

• 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.

Responsibilities

• Provide personalized banking service and build strong client relationships.
• Perform routine customer transactions including deposits, withdrawals, and transfers.
• Open and maintain checking, savings, CDs, IRAs, and safe deposit boxes; balance cash and verify totals.
• Recommend appropriate banking products and services based on client needs.
• Meet or exceed individual goals while supporting branch objectives.

Skills

Analytical & problem-solving

Excellent communication

Detail-oriented

Positive retail mindset

Multi-tasking

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.