Personal Banker

We have been voted one of the best companies to work for 3 years in a row, because we have developed a fun and inclusive culture that is at the forefront of how we operate. We only hire the best and most passionate talent and are proud to promote employees from within.

One Florida Bank was founded on the belief that when we work together, our goals are One. As a Florida-based bank, we are firmly rooted in our local communities, because building relationships one-on-one is the way business gets done. We are committed to knowing you personally, understanding your needs and goals, and providing the products and services that will support you along the way.

The Personal Banker provides professional, superior quality customer service to new and established clients, including cross-selling of products and services.

ESSENTIAL DUTIES

• Provide a complete range of customer services, including deposit products, consumer loans, IRAs, certificates of deposit, safe deposit, merchant services, treasury services and gathering all required customer information to process new and existing accounts.
• Make retention and business development calls on existing & potential new clients, as directed by Market Manager.
• Proactively prospect referrals to other lines of business.

ROLES AND RESPONSIBILITIES

• Ensure all accounts are properly documented per BSA/Compliance standards and all Bank policy & procedures are followed.
• Assist supervisor in reaching goals and objectives for the office.
• Participate in sales, service and product meetings conducted by supervisor(s).
• Open and close office by following established security procedures.
• Research, resolve and respond timely to customer inquiries.
• Perform a variety of customer service transactions, such as account holds, stop-payment orders, check and debit card orders and wire transfers.
• Order supplies, if assigned by supervisor(s).
• Answer incoming calls and direct them to the appropriate employees.
• Comply with all regulations pertaining to BSA, USA PATRIOT ACT, AND OFAC requirements.
• Complete annual BSA training. Report suspicious activity, or any attempt to avoid BSA reporting requirements on the part of customers or employees, to the Compliance Department.
• Maintain privacy and security of customer information.
• Other related duties as assigned.

SUPERVISORY RESPONSIBILITIES

• None.

Requirements

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education/Experience

• High school diploma or equivalent
• Minimum two years' teller or banking experience including formal teller and new accounts training
• Understanding of financial products and services
• Excellent attention to detail, ability to multi-task and manage time
• Educated in banking regulations and laws

Language and Interpersonal Skills

• Excellent client service and communication skills
• Ability to effectively respond to questions managers, clients, and the general public
• Effective interpersonal relationships with management and team members
• Ability to maintain a professional demeanor in a high-pressure environment
• Ability to operate in a team environment to accomplish shared goals

Mathematical Skills

• Ability to work with basic mathematical concepts
• Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations

Reasoning Ability

• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form

Computer and Office Equipment Skills

• Spreadsheet software (Microsoft Excel)
• Word processing software (Microsoft Word)
• Other Microsoft Office applications (Outlook)
• Copier/Scanner

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Sit or stand for extended periods
• See to read small print or complex reports
• Manually operate keyboard, mouse and other personal computing devices
• Occasionally lift up to 20 pounds

CERTIFICATES, LICENSES, REGISTRATIONS

• None.

One Florida Bank supports a diverse workforce and is proud to have an engaged and inclusive culture that promotes equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status. One Florida Bank conducts pre-employment background screening and drug testing.

Should you have a disability and need assistance with the application process, please request a reasonable accommodation by contacting the HR Department.

What about the benefits?

We recognize all Federal holidays every year and we offer highly competitive benefits such as:

• 100 % employer paid Medical, Vision, Dental, STD, LTD and group life insurance for the employee
• 401(k) Safe Harbor Match
• Paid vacation and sick time plus 1 floating holiday
• Paid volunteer hours
• Wellness Program
• Shared leave program
• Tuition Assistance Program
• Pet Insurance
• Team Building activities