Universal Banker - Winter Park

Climate First Bank•Winter Park, FL

3d•Onsite

About The Position

Climate First Bank is seeking 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 service. The Universal Banker engages customers in person, online, and by phone, helps identify banking needs, and promotes the Bank’s products and services while maintaining compliance, transaction accuracy, and a customer-first approach. The position also supports branch operations, security, and the Bank’s environmental and social mission. This is an in-person role at 1150 S. Orlando Ave, Winter Park, Florida. Occasional U.S. travel for company events may be required. The physical environment involves sustained standing and sitting, frequent speaking and listening, PC use including typing or sustained attention to a monitor, and occasional lifting of up to 20 pounds. The employer is tobacco-free; employees must affirm they are nonsmokers or commit to cessation within 90 days of offer acceptance. The hiring process includes upfront credit and background checks, three conversation stages, cognitive and personality assessments, an application covering full education and work history, and brief reference conversations with former mentors and managers.

Requirements

Prior experience in customer service or sales; retail or sales experience is acceptable, and banking experience is preferred.
Cash-handling experience and strong sales instincts.
Customer-first service mindset and commitment to white-glove service.
Strong communication skills across in-person, video, phone, and chat interactions, including attentive listening and professional, tactful responses.
Ability to build relationships and develop business using influencing and decision-making skills.
Strong knowledge of financial products and services, applicable regulations and laws, unique industries and markets, and business banking products and services.
Ability to learn new technology and tools quickly and use analytical thinking to improve work processes.
Dependability, clear communication, a collaborative attitude, and willingness to help the broader team.
Willingness to learn and follow established Bank policies, procedures, and regulations.
Must affirm nonsmoker status or commit to cessation within 90 days of offer acceptance.

Nice To Haves

Banking experience.
Knowledge of sustainability practices or interest in pursuing related education.

Responsibilities

Represent the Bank’s mission and business principles and build customer loyalty.
Answer customer questions and coordinate with other teams or departments as needed.
Build connections in the communities served by the Bank.
Conduct teller transactions accurately and efficiently and assist with vault duties.
Provide high-quality service and 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.
Identify potential fraud, question suspicious activity, and collaborate with Compliance on investigation and processing.
Support successful audits through compliant customer interactions and work tasks.
Assist with branch opening and closing routines, participate in branch and staff meetings, and support branch operations and growth.
Demonstrate commitment to environmental, social, economic, and racial justice and pursue education related to sustainability practices.
Learn and follow Bank policies, procedures, and regulations; complete required web-based compliance and IT training.

Benefits

Medical, dental, and vision insurance; employer-paid employee health coverage and employer contribution for dependents.
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.
Two to four weeks of vacation based on officer level, plus 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 with free counseling, legal, and financial services.
Position may be eligible for an annual bonus, incentives, and equity.