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Cypress Bank & Trust

Personal Banker

Cypress Bank & Trust, Winter Park, Florida, United States, 32792

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Overview Cypress Bank & Trust was founded in 1996 as a Florida Chartered boutique corporate fiduciary and transitioned to a bank and trust company in August 2021. We operate four full-service offices in Florida with additional trust offices in Winter Haven and Naples. We provide trust, investment advisory, personal and commercial banking services to meet all client needs with personalized solutions.

Personal Banker – Responsibilities

Perform daily branch functions including client services, teller operations, vault duties, account opening/closing, night depository processing, mail and courier transactions.

Assist clients with online banking products such as Remote Deposit Capture, wire transfer and ACH origination support.

Provide training and support to less experienced bankers and other staff.

Participate in referral program to promote branch deposit and loan growth.

Ensure branch compliance with BSA/AML OFAC programs, bank policies, and applicable state and federal regulations.

Perform other related duties as assigned.

Qualifications

High school diploma, GED or equivalent with at least two years of related experience.

Computer skills: Microsoft Office; CSI NuPoint Core System and complementary products.

Competencies

Client Service

– Works well with customers, promotes a positive image, solves customer issues.

Adaptability

– Successfully adapts to change.

Communication

– Effective oral, written and listening skills.

Conflict Management

– Listens and finds solutions with difficult people.

Dependability

– Completes assignments with minimal supervision.

Computer Skills

– Proficient with technology.

Decision Making

– Reaches thoughtful decisions.

Ethics

– Honest, accountable, confidential.

Product Expertise

– Knows product features, marketplace, shares with others.

Productivity

– Efficient workload management.

Sales Skills

– Meets customer needs and closes.

Teamwork

– Appreciates team, respectful.

Quality

– Eliminates errors and improves service.

Why Work Here

Financially strong and growing company.

Personal growth potential.

Great company culture.

Generous PTO schedule and bank holidays.

Benefits

Health – Employer‑paid coverage (first month after hire).

Dental, Vision.

Life Insurance – Company‑paid; additional voluntary.

Short/Long Term Disability.

LifeLock, 401(k).

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