Universal Banker - Sarasota/Manatee

About the role

This position must exemplify our retail mindset by understanding our clients’ needs are at the center of all we do. The Universal Banker is responsible for establishing and maintaining client relationships, exceeding client expectations in accuracy, efficiency, courtesy, and professionalism, and providing coverage for other banking centers in the area as needed.

Responsibilities

• Travel to provide coverage to BayFirst's Sarasota/Manatee locations.
• Become proficient in all bank products, programs, and services to provide optimal customer service.
• Understand clients' financial needs and make appropriate product recommendations and referrals.
• Meet or exceed individual goals while supporting the goals of the banking center.
• Perform routine customer transactions including deposits, withdrawals, cash advances, loan payments, transfers, check cashing, cashier’s checks, and issuing debit cards.
• Open and close accounts, including checking, savings, CDs, IRAs, and safe deposit boxes.
• Balance daily transactions and verify cash totals.
• Exceed client expectations in terms of accuracy, efficiency, courtesy, and professionalism.

Requirements

• Previous banking experience preferred.
• High school diploma or equivalent.
• Strong analytical and problem-solving skills.
• Excellent verbal and written communication skills.
• Detail-oriented with a positive retail mindset.
• Ability to manage multiple priorities under time constraints.

Benefits

We are committed to providing career development opportunities, competitive compensation, and generous benefits to our entire workforce.