JOB TITLE: Personal Banker
DEPARTMENT: Banking
REPORTS TO: Senior Relationship Manager, Senior Vice President
EFFECTIVE DATE: 4-2023
Summary
Cypress Bank & Trust was originally founded as a Florida Chartered boutique corporate fiduciary in Palm Beach, FL in 1996 and transitioned to a bank and trust company in August 2021. We currently have four full-service offices throughout the state of Florida with additional trust offices in Winter Haven and Naples. In addition to providing trust and investment advisory services, Cypress Bank & Trust offers a complete array of personal and commercial banking services intended to meet all our client’s holistic, financial needs including providing personalized, tailored solutions. At Cypress Bank & Trust, we believe in providing services to meet all the needs of our clients.
We are looking for a Personal Banker in our Melbourne Office who has a comprehensive knowledge of the Bank’s products, services, policies, objectives, and practices. Client service and organizational skills sets are required to help ensure adherence to Cypress Bank & Trust Quality Service Standards and Core Values. This role is also required to be knowledgeable about and regularly perform daily branch functions including client services, teller, vault, and account opening and closing procedures, processing night depository, mail, and courier transactions. This position also assists clients with online banking products including Remote Deposit Capture, wire transfer and ACH origination support. Also is expected to provide training and support to less experienced bankers and other staff. Participates in the referral program in relationship to other lines of businesses within the bank to promote branch deposit and loan growth.
Duties And Responsibilities
-Performs other related duties as assigned by management
-Ensures branch compliance with the Bank’s BSA/AML/OFAC Program.
-Assures compliance with all Bank policies and procedures, as well as, all applicable state and federal banking -regulations.
-Complies with the Bank BSA Policy and internal procedures including any related training.
Must-haves
·High school diploma or general education degree (GED), or two years’ related experience and/or training, or equivalent combination of education and experience.
· Computer skills required: Microsoft Office; CSI NuPoint Core System and its complementary products.
COMPETENCIES:
Client Service - Works well with customers, promotes a positive image of the company, strives to solve issues raised by clients
Adaptability - Knowledge of successful approaches, tools and techniques for dealing with changes and adapting to a changing environment.
Communication Skills - Possesses effective communication skills: oral, written, listening.
Conflict Management - Good listener, committed to finding solution to problems, works well with difficult people
Dependability - Completes job assignment and projects with minimal supervision. Meets schedules and deadlines.
Computer Skills - Skilled with computers, takes advantage of new technology, learns new tools quickly, uses technology to enhance job performance.
Decision Making - Able to reach decisions, takes thoughtful approach when considering options, seeks input from others, makes difficult decisions
Ethics - Honest, accountable, maintains confidentiality
Product Expertise - Knows product features, understands marketplace, shares expertise with others
Productivity - Manages workload, works efficiently, meets goals and objectives
Sales Skills - Understands marketplace, works to meet prospect/customer needs, effective closing technique
Teamwork - Accountable to team, works to meet established deliverables, appreciates view of team members, respectful
Quality – Strives to eliminate errors, accurate work is a priority, seeks opportunities to improve product/service.
Why Work Here?
- Financially strong and growing company
- Personal growth potential
- Great company culture
- Generous PTO schedule in addition to bank holidays
- Benefits:
- Health (Employer-paid coverage for employee, eligible the first month after the date of hire.)
- Dental
- Vision
- Life Insurance (company paid)
- Additional voluntary Life Insurance
- Short Term Disability
- Long Term Disability
- Lifelock
- Employee Assistance Program
- 401K
