Universal Banker

Climate First Bank; Orlando (FL); On-site; USD 39,221 - 44,700; Full time

Benefits offered by this job

100% Paid Health Coverage

401(k) with Employer Match

Employee Stock Options

Generous Paid Time Off

Disability Insurance

Tuition Assistance

Job summary

A progressive banking institution seeks a Universal Banker in Downtown Orlando to deliver excellent customer service and support banking transactions. This role emphasizes relationship-building and includes a full benefits package, including health coverage and retirement plans. Ideal candidates will have experience in customer service or sales and a passion for sustainable banking practices.

Qualifications

• Minimum experience in customer service or sales.
• Ability to handle cash transactions efficiently.
• Strong sales instincts and product knowledge.

Responsibilities

• Provide exceptional customer service and build relationships.
• Handle teller transactions and assist with banking needs.
• Promote and cross-sell bank products and services.

Skills

Customer service

Sales

Cash handling

Relationship management

Compliance knowledge

Education

Experience in customer service or sales

Job description

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SVP | Director of All Things People at Climate First Bank

We are changing FINANCE to finance CHANGE!

At Climate First Bank, we’re redefining what banking can be. As a Florida Benefit Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services—including solar, residential, commercial, and SBA loans—all designed to power a better future.

With branches in St. Petersburg, Winter Park, Mount Dora, and a growing digital presence, we’re proving that banking can be a force for good. We don’t just support environmental and social causes—we’re built on them.

Join the Movement

We’re looking for driven, mission-aligned individuals ready to make an impact. If you’re passionate about sustainability, thrive in a fast-paced and results driven environment, and want to be part of something bigger, you’ll feel right at home.

Our team is made up of goal-setters, go-getters, and changemakers. We celebrate wins, tackle challenges head-on, and push the boundaries of what a bank can do. If you’re fueled by purpose and excellence, this is your place.

Now Hiring: Universal Banker

We’re looking for a Universal Banker for our Downtown Orlando Office who will be our customer’s go-to person for service excellence and consultative management of their banking needs. This role combines the precision of teller transactions with the energy of sales and relationship-building, giving you the opportunity to engage customers across multiple channels. You’ll be empowered to promote Climate First Bank’s full suite of products and services, while ensuring compliance, accuracy, and a customer-first mindset in every interaction.

Thrive at Climate First Bank

At Climate First Bank, we’re not just building a better future for the planet — we’re also investing in yours. We offer a comprehensive, people-first benefits package that supports your health, finances, and work-life balance.

Health Coverage — 100% Paid by Us (employee coverage, employer contribution towards dependents)

• Medical, Dental & Vision Insurance — fully covered for employees
• Health Savings Account (HSA) with tax advantages and generous contribution limits

Financial Wellness & Wealth Building

• 401(k) with 6% Employer Match — start saving for retirement with a strong head start No Vesting Period.
• Employee Stock Options — share in the success you help create
• Exclusive Employee Banking Perks — including employee only account and loan products.
• 0% Financing for Employee Solar Loans — power your home sustainably
• 0% Financing for Eligible Electric Vehicles (EVs) — drive the change you believe in
• Referral Incentives — earn rewards for bringing great people to the team

Generous Paid Time Off

• 2–4 Weeks of Vacation based on based on officer level. Additional time off available after the first full year of tenure.
• 64 Hours of Paid Sick Time for all full-time employees

Protection & Peace of Mind

• Company-Paid Life Insurance
• Short- & Long-Term Disability Insurance
• Voluntary Life, Accident & Critical Illness Coverage
• Employee Assistance Program (EAP) with free counseling, legal, and financial services

What You’ll be driving as a Universal Banker

• You ARE Climate First Bank - You embody our mission and business principles and keep your customers coming back for more. You will expertly answer customer questions, liaising across different functions within the Bank but always acting as the owner of an inquiry. You understand who we are and what we stand for and strive to be embedded in the communities we serve, always acting as an ambassador and sales agent of the Bank.
• Service is your top Priority - Your teller transactions impress with accuracy and efficiency and customers value your deep product knowledge and resourcefulness. You handle deposits, withdrawals, transfers, loan payments, and more with ease and efficiency while maintaining and balancing your cash drawer and assisting with vault duties. You put your customers first and enjoy building lasting relationships with them. Whether it is in-person or through one of our digital channels, you are committed to white glove service for each and every customer, listen attentively to their needs and provide tailored solutions through consultative sales.
• Sales is in your Nature - You passionately promote and cross-sell our bank products and services, not because it is expected of you, but because you know that offering the right product to the right customer at the right time can positively impact their financial wellness and the growth of your branch. You’re not afraid to pick up the phone and ask for business or lead in-person conversations that help you uncover cross-selling opportunities. You take charge of your success and effortlessly balance customer needs with your natural drive to sell.
• You value Processes and Procedures - You embrace banking for what it is- a highly regulated environment that heavily relies on processes and procedures to ensure the safety and integrity of sensitive customer data – and their money. You stay sharp on security protocols and emergency procedures, diligently comply with the Bank Secrecy Act (BSA) and maintain a keen eye for indicators of fraud of any kind. You keep new account exceptions to a minimum and help ensure successful audit results with every customer interaction and task.
• You support your Branch - You excel in your role and love what you do, but you also see yourself as one part of the entire branch. You help where help is needed and are always eager to learn and do more. You support branch opening and closing routines, actively participate in branch and staff meetings, and proactively support the overall growth and smooth operations of your branch.
• Champion our Mission fiercely and passionately - You’ll adopt and practice a commitment to social, economic, environmental, and racial justice. You will apply curiosity and interest in our core values and pursue education related to sustainability practices.

What You Bring to the Table

• Your Experience and Education - This isn’t your first rodeo in customer service or sales, you may have gained some hands-on experience in banking already, or you may have had success in a retail or sales environment. Your experience with customers and cash handling is broad and solid. You are not easily rattled and are able to maintain a smile and your composure through just about anything. Your sales instincts are strong, and you are able to match customer needs to the right products, always putting service first and exceeding customer expectations.
• Your Entrepreneurial Self-Starter Mentality - You love taking charge of your work product and take great pride in delivering consistently great results. Once you know what is expected of you, you run with it — independently helping customers across various channels in a high-volume environment. A high-pace and high-expectation environment excites you and you can’t wait to push yourself to new professional heights in a company that rewards high performance.
• Your Master Communicator Expertise - Whether it’s on camera, phone, or chat—you’re confident, concise, and professional. You listen deeply and respond thoughtfully.
• Your Banking Acumen - You understand banking and are committed to becoming a compliance wiz. You actively strive for excellent knowledge of regulatory requirements and branch protocols. You relentlessly seek and expand your understanding of our products and services and never miss an opportunity to speak eloquently about the Bank.
• Your Tech-Forward Thinking - You’re quick to learn new tools and excited by innovation.
• Your Organization & Efficiency Guru Status - You manage your time like a pro, stay focused under pressure, and keep your workflow humming. You love putting your head down and getting into the groove but also appreciate changing routines. You’re a master note-taker and checklist fanatic and consider “dropped balls” a four-letter word.

What to expect from your physical environment

• In-Person role.
• Sustained standing and sitting.
• Frequent communication (speaking and listening) in person, via email, text, phone or video chat.
• Frequent use of PC, including typing or sustained attention to monitor.
• Occasional lifting of basic office files or equipment up to 20 lbs.

Equal Opportunity Statement:

At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

E-Verify Statement:

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service and Sales

• Industries

  Banking

Referrals increase your chances of interviewing at Climate First Bank by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid paternity leave

Paid maternity leave

Tuition assistance

Disability insurance

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