Personal Banker II

About the role

Cypress Bank & Trust, 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, is seeking a Personal Banker. This role requires comprehensive knowledge of the Bank’s products, services, policies, objectives, and practices. The Personal Banker ensures adherence to Cypress Bank & Trust Quality Service Standards and Core Values while performing daily branch functions including client services, teller duties, vault operations, and account opening/closing procedures.

Responsibilities

• Perform daily branch functions such as client services, teller duties, vault operations, and account opening/closing procedures.
• Process night depository, mail, and courier transactions.
• Assist clients with online banking products including Remote Deposit Capture, wire transfer, and ACH origination support.
• Provide training and support to less experienced bankers and other staff.
• Act as bank Courier when necessary.
• Participate in the referral program to promote branch deposit and loan growth.
• Ensure branch compliance with the Bank’s BSA/AML/OFAC Program.
• Assure compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations.
• Comply with the Bank BSA Policy and internal procedures, including any related training.
• Perform other related duties as assigned by management.

Requirements

• 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.

Skills

• 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 solutions to problems, works well with difficult people.
• Dependability: Completes job assignments 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.

Benefits

• Generous PTO schedule in addition to bank holidays.
• Health insurance (Employer-paid coverage for employee, eligible the first month after the date of hire).
• Dental insurance.
• Vision insurance.
• Life Insurance (company paid).
• Additional voluntary Life Insurance.
• Short Term Disability.
• Long Term Disability.
• LifeLock.
• 401K.

Why Work Here?

• Financially strong and growing company.
• Personal growth potential.
• Great company culture.