Universal Banker - Sarasota, FL Branch

Third Federal; Sarasota (FL); On-site; USD 25,000 - 36,000; Full time

Benefits offered by this job

Competitive pay

Medical, dental, vision

401k match

11 holidays + vacation/sick time

Stock ownership allocation

Strong culture and work-life balance

Growth opportunities

Mortgage discount program

Education reimbursement

Job summary

Third Federal in Sarasota, FL is seeking a Universal Banker to join our branch team. The role covers teller duties, new account openings, loan and mortgage applications, and delivering exceptional customer service in a collaborative environment.

You will work onsite at our Sarasota Branch (4048 Jenkins Place). The ideal candidate has 1+ year teller or cash-handling experience, strong interpersonal skills, and a commitment to our values of love, trust and respect.

Qualifications

• High school diploma or equivalent.
• 1+ year of recent retail bank teller experience and/or 1+ years of high-volume cash-handling experience.
• Outstanding customer service skills with professional demeanor.
• Positive, proactive interpersonal skills.
• Experience with new account openings and resolving customer issues preferred.
• Experience taking home equity and mortgage applications preferred.

Responsibilities

• Manage a teller window.
• Open depository accounts (checking, savings, CD, IRA).
• Identify and resolve customer issues.
• Take equity line/loan and mortgage applications.
• Carry a pipeline of loan applications through closing.
• Assist customers with banking transactions in person, at the teller area, or by phone.
• Willingness and ability to work in all areas of the branch.

Skills

Retail banking

Customer service

Cash handling

New accounts

Mortgage applications

Communication

Education

High school diploma

Tools

Banking platform

Job description

Description

Third Federal is a leading lender of conventional home mortgages lending in 27 states, plus the District of Columbia, with retail branch offices in Ohio and Florida. Our mission is to help people achieve the dream of home ownership and financial security while creating value for our customers, our communities, our associates, and our stockholders. Our value system of love (concern for others), trust, respect, a commitment to excellence, and fun is at the heart of our commitment to our mission, and just as importantly, to our company culture. Through this, we help people find the loan or savings product that makes sense for them.

Job Details

Third Federal is a leading lender of conventional home mortgages lending in 27 states, plus the District of Columbia, with retail branch offices in Ohio and Florida. Our mission is to help people achieve the dream of home ownership and financial security while creating value for our customers, our communities, our associates, and our stockholders. Our value system of love (concern for others), trust, respect, a commitment to excellence, and fun is at the heart of our commitment to our mission, and just as importantly, to our company culture. Through this, we help people find the loan or savings product that makes sense for them. At Third Federal, you will find strength and stability in your career. In our nearly 90-year history, we have never had layoffs, and have one of the lowest annual turnover rates at 6% (versus an industry average of nearly 19%). We have been certified as a ‘Great Place to Work’ multiple times in the last decade alone, and have been recognized with several additional workplace awards and recognitions. Because Third Federal associates are the foundation of our success, we take a genuine interest in each of them – from their professional development to their health and wellness.

Role Summary

We are looking for a great customer service professional to join our team at our Sarasota Branch (4048 Jenkins Place, Sarasota, FL 34238). Our philosophy behind the Universal Banker position is to be proficient in all areas of the branch, which allows you to assist all customers with any product that we offer. This position is ideal for someone who would like to grow through a career in banking. Success in this role is not measured with high-pressure sales goals or quotas. Instead, we focus on creating meaningful connections and handling each customer like a valued member of our family. Our ideal candidate will thrive in a collaborative, team-based environment and embody our values of love, trust, respect, commitment to excellence, and fun. This is a full time, onsite position. We provide a comprehensive training program to set you up for success from the very beginning.

Responsibilities

• Manage a teller window
• Open depository accounts (checking, savings, certificate of deposit, IRA's)
• Actively identify and resolve customer issues
• Take equity line/loan and/or mortgage applications
• Carry a pipeline of loans application through closing
• Assist customers with banking transactions on the platform, in the teller area, and/or over the phone
• Willingness and ability to work in all areas of the branch

Requirements

• High school diploma or equivalent
• 1+ year of recent retail bank teller experience and/or 1+ years of high-volume cash-handling experience
• Outstanding customer service skills, including professional grammar and demeanor
• Positive, proactive, and friendly interpersonal skills
• Recent experience working on the platform with new account openings and resolving customer issues preferred
• Experience taking home equity and/or mortgage applications preferred

Third Federal Perks & Benefits

• Competitive compensation packages
• Medical, dental, vision, and more
• 401k match
• 11 Bank Holidays + vacation/sick time
• Stock Ownership Allocation
• Exceptional culture and value system
• Strong work/life balance
• Growth opportunities
• Mortgage Discount Program
• Education Reimbursement Program

Our anticipated pay range for this position is $18.00 - $26.00 per hour. At Third Federal, we’re committed to transparency throughout the hiring process. The pay range listed is based on relevant market data, role responsibilities, and skills required for the position. Individual pay will be thoughtfully determined by a candidate’s qualifications, experience, and other relevant factors.

Third Federal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, religion, sex, national origin, gender identification or sexual orientation, disability, protected veteran status or any other classification protected under law.