Universal Banker - St. Petersburg

Job description

## **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. ### **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. **Please note that benefit eligibility varies by employment status and that benefits for part-time employees may differ from those listed below.** **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. **Now Hiring: Universal Banker Floater** We’re looking for a **Universal Banker for our St. Petersburg 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; 182 37th Ave N, St. Petersburg, FL 33704. - Occasional U.S. travel for company events, and other periodic travel for planned staffing coverage. - 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. #### 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