Universal Banker/ Customer Service Specialist St. Petersburg

We are changing FINANCE to finance CHANGE!

Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. We are the first commercial bank with a mission of reducing atmospheric CO2. Climate First Bank is the third bank started and scaled by serial bank entrepreneur, Ken LaRoe. Having started and sold Florida Choice Bank and First Green Bank, Mr. LaRoe has launched Climate First Bank as a built to last, values based, financial institution. Our first branch opened for business on June 1, 2021, in St. Petersburg, Florida and we have since expanded into the Central Florida market.

We are looking for a Universal Banker to support our St. Petersburg branch. You will increase branch assets, deposits, customer base and revenue by building rapport with new and existing customers to understand their current and future financial needs. You will also conduct teller and cash vault transactions and drive the sales of all bank products and services through outstanding customer service via a variety of digital and physical channels.

Join us in this exciting start-up experience and take your career to a level unattainable in a traditional bank environment. Please send a resume to apply. Must be local to our St. Petersburg branch.

Benefits:

• Competitive compensation
• Employer paid medical, vision and dental insurance
• Employer paid disability and life insurance
• 401k match
• Employee Stock Options
• Compelling incentive plans
• Employee only rates for certain loan products
• Working with an amazing team of dedicated and like-minded individuals!
• Being part of an exciting venture with amazing opportunities for growth and opportunities!

Responsibilities:

• Ensure thorough understanding of all products and services offered by Climate First Bank;
• Consistently exceed customer expectations and build rapport with existing and new customers;
• Open and process accounts, perform account maintenance;
• Accept and process deposits, withdrawals, transfers, check cashing, loan payments; ensure proper customer identification and Bank Secrecy (BSA) procedures are followed;
• Proactively identify referral opportunities from new and existing customers;
• Proactively identify cross- and upselling opportunities across ALL of the Bank's products;
• Actively listen to the needs of prospects and clients and promptly respond to customer requests;
• Promote bank products and services while maintaining and accurately balancing teller cash drawer;
• Assist with vault duties;
• Keep exceptions for new accounts and audits to a minimum;
• Open and close the branch with the Branch Manager or Assistant Branch Manager; maintain and stay abreast of security policies and procedures; participate in testing security equipment, understand and follow procedures in case of robbery or other emergency; abide by dual controls procedures at all times;
• Demonstrate interest in contributing to and working by Climate First Bank’s Core Values;
• Possess the initiative to obtain education related to sustainability practices.

Requirements:

• Sales and Customer Service- Proven ability to close sales based on customer needs strongly preferred. Dedication to outstanding customer service, excellent communication skills and a positive demeanor required.
• Education and Experience- Associates Degree required, completed or in progress Bachelor's Degree strongly preferred. Previous cash-handling experience required. Previous banking experience and/ or education in financial products and services, banking regulations and laws strongly preferred; ability to quickly obtain and expand such knowledge is required.
• Other- Ability to follow established processes and procedures and minimizing risk to the organization is required. This position requires excellent attention to detail as well as a desire and ability to thrive in a fast-paced, highly regulated and multi-layered environment that may require frequent reprioritization and flexibility.
• We are looking for self-starters with a high level of accountability and the desire to be successful and grow within this position and beyond.

Physical Demands:

• Sustained standing and sitting;
• Frequent use of PC, including typing or sustained attention to monitor;
• Occasional lifting of basic office files or equipment up to 20 lbs.

Equal Opportunity Statement:

At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

E-Verify Statement:

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

Job Type: Full-time

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: In person