Universal Banker - Winter Park

Climate First Bank•Winter Park, FL

2d•Onsite

About The Position

Climate First Bank is hiring a Universal Banker for its Winter Park office. The role serves as a primary customer contact and combines accurate teller transactions with sales, relationship-building, and consultative support for customers’ banking needs across in-person, online, and telephone channels. The Universal Banker promotes the Bank’s products and services while maintaining a customer-first approach and complying with banking policies and regulations. The position supports teller and vault duties, customer service, product education, and tailored sales solutions. It also contributes to branch opening and closing routines, meetings, and smooth branch operations. The role calls for commitment to Climate First Bank’s environmental, social, economic, and racial justice mission, along with attention to security, fraud prevention, customer data protection, and compliance training. This is an in-person position at 1150 S. Orlando Ave, Winter Park, FL 32789, with occasional U.S. travel for company events. The physical environment includes sustained standing and sitting, frequent speaking and listening, PC use including typing or sustained monitoring, and occasional lifting of up to 20 pounds. The employer is tobacco-free; employees must affirm that they are non-smokers or commit to cessation within 90 days of offer acceptance.

Requirements

Prior customer service or sales experience; retail or sales experience is acceptable.
Cash-handling experience and strong sales instincts.
A customer-first mindset and commitment to high-quality service.
Strong communication and relationship-building skills across in-person, camera, phone, and chat channels.
Ability to listen carefully and communicate confidently, precisely, professionally, and tactfully.
Strong influencing and decision-making skills.
Knowledge of financial products and services and applicable regulations and laws.
Knowledge of unique industries and markets and broad knowledge of business banking products and services.
Ability to learn tools quickly and use technology and analytical thinking to improve work processes.
Dependability, teamwork, clear communication, and willingness to help others.
Ability to work in a high-pace, high-expectation environment and take ownership of results.
Willingness to learn and follow Bank policies, procedures, and regulations and complete required training.
Must affirm non-smoker status or commitment to cessation within 90 days of offer acceptance.
Ability to meet the stated physical demands, including sustained standing and sitting, frequent communication and PC use, and occasional lifting up to 20 pounds.

Nice To Haves

Banking experience is preferred.

Responsibilities

Represent Climate First Bank’s mission and business principles in customer interactions.
Answer customer questions and coordinate with other teams or departments as needed.
Build relationships in the communities served by the Bank.
Conduct teller transactions accurately and efficiently and assist with vault duties.
Deliver attentive, high-quality customer service and provide tailored solutions through consultative sales.
Promote and cross-sell the Bank’s products and services while balancing customer needs.
Protect sensitive customer information and funds, follow security and emergency procedures, and comply with the Bank Secrecy Act (BSA).
Watch for potential fraud, question suspicious activity, and coordinate with Compliance on investigation and processing.
Support successful audits through compliant customer interactions and task completion.
Assist with branch opening and closing, participate in branch and staff meetings, and help maintain branch operations and growth.
Pursue understanding of Bank policies, procedures, regulations, sustainability practices, and relevant legal requirements.
Complete required web-based compliance and IT training.
Travel occasionally within the U.S. for company events.

Benefits

Annual bonus, incentives, and equity may be available in addition to base salary.
Employer-paid health coverage for employees and an employer contribution for dependents.
Medical, dental, and vision insurance.
Health Savings Account (HSA).
Free telemedicine access via Teladoc.
401(k) with a 6% employer match and no vesting period.
Employee stock options.
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.
Referral incentives.
Generous paid time off, including 2–4 weeks of vacation based on officer level and additional tenure-based time.
64 hours of paid sick time for full-time employees.
Company-paid life insurance.
Short- and long-term disability insurance.
Voluntary life, accident, and critical illness coverage.
Employee Assistance Program (EAP) with free counseling, legal, and financial services.