Universal Banker

Climate First Bank; Orlando (FL); On-site; USD 35,000 - 50,000; Full time

Job summary

Climate First Bank is seeking a dedicated Universal Banker to join their Downtown Orlando branch. This role involves managing financial transactions, building customer relationships, and promoting bank products in a dynamic environment focused on growth and sustainability. The ideal candidate will possess excellent customer service and sales skills, with a readiness to contribute to the bank's mission of positive change.

Benefits

401(k)

401(k) matching

Health insurance

Life insurance

Paid time off

Parental leave

Vision insurance

Employee assistance program

Health savings account

Qualifications

• Desire to exceed customer expectations.
• Ability to thrive in a fast-paced environment.
• Organization and attention to detail are crucial.

Responsibilities

• Conduct teller and cash vault transactions accurately.
• Promote and cross-sell bank products through consultative sales.
• Maintain cash drawer accuracy and assist with vault duties.

Skills

Customer service

Sales

Attention to detail

Multitasking

Time management

Education

Education in financial products and services

Job description

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SVP | Director of All Things People at Climate First Bank

We are changing FINANCE to finance CHANGE!

Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. With now three physical branches in St Petersburg, Winter Park and Mount Dora and one digital branch, we are offering a full suite of banking products including personal and business banking and loan products (solar, residential, commercial, SBA and more). We are passionate about the environment, social issues and overall leaving our communities and the world better than we found it.

We want YOU to help us on this mission and are looking for exceptionally hard-working, passionate and bright new team members.

We are a team of growth focused, goal-oriented and competitive individuals. We collectively work hard to achieve our mission and growth-related milestones and continue to set and exceed new goals almost daily. We love what we do, and we love working with people who are just as excited about our objectives as we are!

Come join our team as a Universal Banker to support our Downtown Orlando branch. As the Universal Banker you will be responsible for conducting teller and cash vault transactions in an accurate and timely manner. The Universal Banker is also responsible for the sales of all bank products and services. You will provide outstanding customer service through a variety of digital and physical channels that customers may utilize; including online chat and messaging, video conferencing, and phone calls.

Join us in this exciting start-up experience and take your career to a level unattainable in a traditional bank environment. This position is located in Orlando, FL. Candidates must be local and able to reliably commute to the branch to be considered. Please send a resume to apply.

• 401(k)
• 401(k) matching
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Vision insurance

Responsibilities:

• Develop and maintain thorough understanding of all products and services offered by Climate First Bank.
• Accept and process deposits, withdrawals, transfers, check cashing, loan payments.
• Ensure proper customer identification and Bank Secrecy (BSA) procedures are being followed.
• Actively listen to customer needs and promptly respond to customer requests.
• Proactively seek and identify opportunities to promote and cross-sell all bank products and services through a consultative sales approach.
• Maintain and accurately balance teller cash drawer.
• Assist with vault duties.
• Keep exceptions for new accounts and audits to a minimum.
• Assist with branch opening and closing procedures.
• Maintain and expand knowledge of of security policies and procedures; participate in testing security equipment; understand and follow procedures in case of robbery or other emergency; abide by dual controls procedures at all times.

Requirements:

• Adopt and apply a true servant mindset and genuine desire to consistently exceed customer expectations.
• Ability and drive to proactively seek out and execute on sales opportunities through consultative sales and prioritizing customer needs.
• Organized self-starter with outstanding attention to detail and excellent organization skills.
• Desire and ability to thrive in a fast-paced and multifaceted environment with fast changing and sometimes conflicting priorities. Outstanding multitasking and time management skills are required.
• Education (formal or applied) in financial products and services as well as banking regulations and laws is a plus.
• Demonstrate interest in contributing to and working by Climate First Bank’s Core Values.
• Possess the initiative to obtain education related to sustainability practices.

Physical Demands:

• Sustained standing and sitting;
• 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

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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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