Universal Banker Floater

Climate First Bank • Winter Park, FL

1d • Hybrid

About The Position

We are seeking a Universal Banker to be one of the front faces of the Bank and our customer’s go-to person for service excellence and consultative management of their banking needs. As a floater, routine travel is required between our four branch locations: Winter Park, Downtown Orlando, Mount Dora, and St. Petersburg. You’ll combine 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.

Requirements

• Prior experience in customer service or sales. Banking experience preferred. Retail or sales environment acceptable.
• Cash handling experience and strong sales instincts.
• Customer-first service mindset.
• Entrepreneurial Self-Starter Mentality - You take charge of your work product and take pride in delivering consistently great and measurable results. You are a customer-centric thinker with a strong focus on providing white-glove service. 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.
• Master Communicator - Whether it’s in-person, on camera, phone, or chat — you communicate with confidence, precision, and professionalism. You listen deeply and respond thoughtfully and are able to engage efficiently and tactfully with customers. Additionally, you masterfully build relationships and develop business with strong influencing and decision-making skills.
• Banking & Fintech Acumen - You are highly educated in financial products and services, applicable regulations and laws. Strong knowledge of unique industries and markets in conjunction with a broad knowledge of business banking products and services is required.
• Tech-Forward and Analytical Thinking - You learn new tools quickly, are excited by innovation and leverage technology to optimize your work process.
• Commitment to Being a Team Player - You lift others up, share ideas, and bring positive energy to everything you do. You know what it takes to operate as a part of a larger team and cherish opportunities to contribute to the big picture. You’re dependable, communicate clearly and always happy to lend a hand where needed.

Responsibilities

• Embody our mission and business principles to keep customers coming back for more.
• Expertly answer customer questions, liaising with other teams/departments, if necessary.
• Strive to be embedded in the communities we serve.
• Prioritize accuracy and efficiency with your teller transactions.
• Deepen product knowledge and resourcefulness.
• Conduct teller transactions with ease.
• Assist with vault duties.
• Commitment to white-glove service.
• Provide tailored solutions through consultative sales.
• Passionately promote and cross-sell our bank products and services.
• Effortlessly balance customer needs with your natural drive to sell.
• Ensure the safety and integrity of sensitive customer data – and their money.
• Stay sharp on security protocols and emergency procedures, diligently complying with the Bank Secrecy Act (BSA).
• Ensure successful audit results with every customer interaction and task.
• See yourself as one part of the entire branch.
• Offer help where help is needed and you are always eager to learn and do more.
• Support branch opening and closing routines; actively participate in branch and staff meetings; support the overall growth and smooth operations of your branch.
• Embody a commitment to environmental, social, economic, and racial justice.
• Apply curiosity in our core values and pursue education related to sustainability practices.
• Pursue and demonstrate an understanding of established Bank policies, procedures, and regulations.
• Recognize the importance of protecting the organization and our customers.
• Question suspicious activity and collaborate with necessary department(s) to prevent fraudulent activity.
• Stay informed on legal context and regulatory requirements and prioritize completing all web-based compliance and IT training.

Benefits

• Annual bonus, incentives and equity may be available.
• 100% employer-paid health coverage for employees.
• Employer contribution for dependents.
• Medical, Dental & Vision Insurance
• Health Savings Account (HSA)
• Free Telemedicine access via Teladoc
• 401(k) with 6% Employer Match — No Vesting Period.
• Employee Stock Options
• Exclusive Employee Banking Perks
• 0% Financing for Employee Solar Loans
• Employee Only Mortgage Product with exclusive interest rates and terms.
• 0% Financing for Eligible Electric Vehicles (EVs)
• Referral Incentives
• 2–4 Weeks of Vacation based on officer level plus additional tenure-based time.
• 64 Hours of Paid Sick Time for all full-time employees.
• 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 This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 11-50 employees