Universal Banker - Mount Dora

Climate First Bank • Eustis, FL

2d • Onsite

About The Position

We are changing FINANCE to finance CHANGE! At Climate First Bank , we’re redefining what banking can be. As a Florida Benefit Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services—including solar, residential, commercial, ESOP Banking, Structured Finance and SBA loans—all designed to power a better future. We’re proud to be a Certified B Corporation, a member of 1% for the Planet, and part of the Global Alliance for Banking on Values (GABV), reflecting our deep commitment to sustainability, transparency, and ethical banking. With branches in St. Petersburg, Winter Park, Mount Dora , and a growing digital presence , we’re proving that banking can be a force for good. We don’t just support environmental and social causes—we’re built on them. Under our Holding Company, Climate First Bancorp , we are also powered by OneEthos. OneEthos operates at the intersection of fintech and traditional banking to expand access to inclusive, values-driven financial services. Regulated by the Federal Reserve Bank, it equips Community Banks, Credit Unions, CDFIs, and Green Banks with ethical lending tools—especially in climate finance and solar lending. Join the Movement We’re seeking driven, mission-aligned individuals ready to make an impact. If you’re passionate about sustainability, thrive in a fast-paced, results driven environment, and want to be part of something bigger, you will feel right at home. Our team is one of goal-setters, go-getters, problem solvers, thought leaders, and changemakers . We celebrate wins, tackle challenges head-on, and push boundaries. Fueled by purpose, we thrive where perseverance and passion turn ambitious goals into reality. Now Hiring: Universal Banker We’re looking for a Universal Banker for our Mount Dora Office who will 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. This role combines the precision of teller transactions with the energy of sales and relationship-building, giving you the opportunity to engage customers across multiple channels — whether in person, online, or over the phone. 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. Thrive at Climate First Bank At Climate First Bank, we’re investing in your future. We offer a comprehensive, people-first benefits package that supports your health, finances, and work-life balance. Compensation — In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity. Actual compensation is based on industry salary ranges, internal salary structures, experience, skills and other job-related factors. Health Coverage — 100% employer-paid for employees; employer contribution for dependents by Us Medical, Dental & Vision Insurance Health Savings Account (HSA) Free Telemedicine access via Teladoc Financial Wellness & Wealth Building 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 Generous Paid Time Off 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. Protection & Peace of Mind 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.

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 solve problems efficiently, seek operational efficiencies and 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 and keep your 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.
• Embrace banking as a highly regulated environment that relies on processes and procedures.
• 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).
• Maintain a keen eye for indicators of fraud of any kind.
• 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, and proactively support the overall growth and smooth operations of your branch.
• Embody a commitment to environmental, social, economic, and racial justice.
• Apply curiosity and interest in our core values and pursue education related to sustainability practices.
• Be willing to 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 stay in close collaboration with our Compliance department to ensure proper investigation and processing of potentially fraudulent activity.
• Stay informed on legal context and regulatory requirements and prioritize completing all web-based compliance and IT training.

Benefits

• Health Coverage — 100% employer-paid for employees; employer contribution for dependents by Us Medical, Dental & Vision Insurance
• Health Savings Account (HSA)
• Free Telemedicine access via Teladoc
• Financial Wellness & Wealth Building
• 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
• Generous Paid Time Off
• 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