Universal Banker

Now Hiring: Universal Banker

We’re looking for a Universal Banker for our Winter Park 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.

---

What You’ll Contribute as the Universal Banker

You ARE Climate First Bank

• 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.

Service Is Your Top Priority

• 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.

Sales Is In Your Nature

• Passionately promote and cross-sell our bank products and services. 
• Effortlessly balance customer needs with your natural drive to sell.

Value Processes and Procedures

• 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.

Support Your Branch

• 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.

Champion Our Mission

• 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.

What You’ll Leverage in this Role:

Experience & Education

• 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.

What to expect from your physical environment

• In-Person role; 1150 S. Orlando Ave, Winter Park, FL 32789.
• Occasional U.S. travel for company events.
• Tobacco-Free employer. All employees must affirm to be non-smokers or affirm commitment to cessation within 90-days of offer acceptance.
• Sustained standing and sitting, frequent communication (speaking and listening) and use of PC, including typing or sustained attention to monitor, occasional lifting up to 20 lbs.

What to expect from the hiring process:

Our process follows the Topgrading Methodology — we hire A-Players through a structured, transparent process.

• Credit and background checks conducted upfront.
• 3 conversation stages with key team members. We welcome questions and dialogue!
• Cognitive and personality assessments, as well as in-depth application spanning your full education and work history.
• Final Step: Connect us with former mentors and managers for brief reference chats.