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We are changing FINANCE to finance CHANGE!
Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. With now three physical branches in St Petersburg, Winter Park and Mount Dora and one digital branch, we are offering a full suite of banking products including personal and business banking and loan products (solar, residential, commercial, SBA and more). We are passionate about the environment, social issues and overall leaving our communities and the world better than we found it.
We want YOU to help us on this mission and are looking for exceptionally hard-working, passionate and bright new team members.
We are a team of growth focused, goal-oriented and competitive individuals. We collectively work hard to achieve our mission and growth-related milestones and continue to set and exceed new goals almost daily. We love what we do, and we love working with people who are just as excited about our objectives as we are!
Come join our team as a Universal Banker Floater to support our Central Florida branches. This position will primarily be located in Winter Park and will be responsible for increasing branch assets, deposits, customer base and revenue by building rapport with new and existing customers to understand their current and future financial needs. You will conduct teller and cash vault transactions in an accurate and timely manner. The Universal Banker is also responsible for the sales of all bank products and services. You will provide outstanding customer service through a variety of digital and physical channels and consistently gain the confidence and trust of others through honesty, integrity, and authenticity. Applicants should be comfortable interacting with customers on camera, phone, online chat and must be comfortable utilizing new technology. The candidate must possess strong communication skills to accurately complete requests and answer questions for customers.
Join us in this exciting start-up experience and take your career to a level unattainable in a traditional bank environment. Candidates must be local to Orlando with the ability to travel to our St. Petersburg and Mt. Dora branches as needed, sometimes at short notice. Please send a resume to apply.
Job Responsibilities
- Ensure thorough understanding of all products and services offered by Climate First Bank;
- Consistently exceed customer expectations and build rapport with existing and new customers;
- Open and process accounts, perform account maintenance;
- Accept and process deposits, withdrawals, transfers, check cashing, loan payments; ensure proper customer identification and Bank Secrecy (BSA) procedures are followed;
- Proactively identify referral opportunities from new and existing customers;
- Proactively identify cross- and upselling opportunities across ALL of the Bank's products;
- Actively listen to the needs of prospects and clients and promptly respond to customer requests;
- Promote bank products and services while maintaining and accurately balancing teller cash drawer;
- Assist with vault duties;
- Attend and participate in periodic staff meetings;
- Keep exceptions for new accounts and audits to a minimum;
- Open and close the branch with the Branch Manager or Assistant Branch Manager; maintain and stay abreast of security policies and procedures; participate in testing security equipment, understand and follow procedures in case of robbery or other emergency; abide by dual controls procedures at all times;
- Demonstrate interest in contributing to and working by Climate First Bank's Core Values;
- Possess the initiative to obtain education related to ESG and sustainability practices.
Specific Requirements
- Associates Degree required, Bachelor's Degree strongly preferred;
- Proven ability to close sales based on customer needs;
- Previous banking experience required;
- Ability to balance business needs and customer requests while managing potential risks to the Bank;
- Previous money-handling experience;
- Excellent sales, and communication skills;
- Excellent attention to detail, ability to multi-task, and manage time effectively;
- Educated in financial products and services, banking regulations and laws;
- Solid organizational skills.
Physical Demands:
- Sustained standing and sitting;
- Frequent use of PC, including typing or sustained attention to monitor;
- Occasional lifting of basic office files or equipment up to 20 lbs.
Equal Opportunity Statement:
At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
Equal Opportunity Employer/Disability/Veterans
E-Verify Statement:
This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
Description
Universal Associates are hardworking, self-motivated individuals with positive attitudes who provide a specialized banking experience and are empowered to recommend solutions for individual client's needs. Universal Associates follow our bank philosophy: Positive Energy, Positive Outcomes.
Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.
KEY RESPONSIBILITIES
- Enthusiastically greet our clients and engage in conversations. Uncover opportunities and make product and service recommendations.
- Deliver an exceptional experience to our clients by creating an unforgettable banking experience with every interaction.
- Perform accurate transactions, maintenance for clients, account opening and retail lending at a high level.
- Follow all bank policies and operational procedures to ensure security and compliance.
- Meet or exceed performance targets related to customer satisfaction, product sales, and financial wellness conversations.
ATTITUDES
Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:
- Respect- treat every client and colleague with dignity and respect.
- Client Focus- greet customers warmly, listen attentively and provide tailored financial solutions.
- Inclusion- embrace diverse perspectives creating a welcoming environment for all.
BEHAVIORS
Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:
- Leadership- show leadership in day-to-day operations by modeling a positive attitude and strong work ethic.
- Integrity- adheres to bank policies, arrives on time, takes responsibilities for their actions and contributes to a positive, trustworthy atmosphere that reflects the bank's standards and values.
- Collaboration- work effectively within a team, contribute ideas, and support colleagues.
- Volunteerism- actively support and participate in community outreach and volunteer initiatives.
COMPETENCIES
Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:
- Accountability- accurately process transactions in compliance with bank policies and regulatory standards. Effectively manage cash drawer, TCD, TCR, ETM, Vault and coin machine responsibilities. Take ownership of daily job duties.
- Innovation- identify opportunities to improve service efficiency or customer experience and suggest creative solutions.
- Professionalism- consistently demonstrates courteous behavior, integrity, and a strong work ethic while representing the bank with a polished appearance and clear communication.
POSITION LEVEL(S) EXPECTATIONS (if applicable)
- UA I- Open consumer and business deposit accounts
- UA II- Ability to uncover and originate consumer loans plus all above duties.
- UA III- Maintain current registration with NMLS to originate home equity loans and lines. Uncover and build upon Center of Influence and Networking Opportunities plus all above duties.
- UA IV- Maintain current registration with NMLS to originate purchase mortgages plus all above duties.
SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES
Actively participate in expanding skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to the role. Set stretch assignments and cross functional opportunities that foster growth and learning.
Requirements
QUALIFICATIONS, EDUCATION, & EXPERIENCE
To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. A high school diploma or general education degree (GED) is required, with related experience and secondary education preferred. A background screening will be conducted.
- LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.
- TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Experience or the ability to learn core transaction system, debit card system, statement processing system, cash advance machines and any other computer programs pertinent to performing job duties.
- MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure.
- REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.
- PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.
This position operates in a professional office environment with considerable time spent standing at a teller pod or sitting at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. May be required to lift 25 pounds in weight. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite.
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.
BENEFITS
- Medical, Dental, Vision & Life Insurance
- 401K with company match
- Paid Time Off & Recognized Holidays
- Leave policies
- Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
- Employee Assistance Program
- Employee Health & Wellness Program
- Special Loan and Deposit Rates
- Gradifi Student Loan Paydown Plan
- Rewards & Recognition Programs and much more!
Eligibility requirements apply.
CNB Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.
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The Universal Banker I plays a key role in driving new customers and business while expanding existing relationships for Nicolet and your branch, serving as a trusted frontline advisor who reflects Nicolet's culture, values, and commitment to an exceptional customer experience.
In this role, you provide efficient, accurate teller services; deliver strong customer service across all channels; educate customers on digital tools; and proactively identify financial needs to recommend appropriate solutions. You also play a critical role in referring customers to Personal Bankers and lending specialists for deposit accounts, consumer loans, home equity loans, and credit cards. You help sustain branch performance through relationshipbuilding, needsbased referrals, operational accuracy, and compliance excellence.
As a Universal Banker I, you will:
Customer Experience & Relationship Building:
- Provide welcoming and professional service across inperson, phone, and digital channels.
- Engage customers in needsbased conversations to understand goals and introduce appropriate solutions.
- Deliver prompt assistance for routine servicing inquiries; escalate or refer as needed.
- Build trust by following through on requests and ensuring customers feel valued.
- Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
Teller Operations & Cash Management:
- Accurately process deposits, withdrawals, loan payments, transfers, cashier's checks, and other transactions.
- Maintain proper cash handling, dualcontrol procedures, balancing routines, and vault/ATM support as assigned.
- Identify suspicious activity, follow fraudprevention steps, and escalate concerns promptly.
Customer Referrals & Product Education:
- Identify customer needs and refer opportunities to Personal Bankers or lending specialists for new accounts, consumer loans, home equity loans/lines, and credit cards.
- Educate customers on digital tools such as mobile banking, online banking, and estatements.
- Support achievement of branch sales and referral goals through disciplined engagement and followup.
Problem Resolution & Support:
- Research and resolve routine issues such as transaction discrepancies, fee questions, and debitcard concerns within authority.
- Escalate more complex servicing matters to Personal Bankers or leadership.
Operational Excellence, Risk & Compliance:
- Adhere to operational standards, security practices, and regulatory requirements including BSA/AML, KYC, OFAC, Reg CC, and Reg E.
- Protect customer data, ensure confidentiality, and follow documentation procedures.
- Maintain auditready accuracy in all teller work and branch support tasks.
Team Collaboration & Community Engagement:
- Participate in daily huddles and collaborate with team members to meet branch goals.
- Support community outreach efforts and represent Nicolet in local engagement activities.
- Assist with branch operations needs such as supplies, scheduling coverage, or special projects.
General:
- Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
- Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
- Performs all other duties as assigned.
Qualifications:
- High school diploma or equivalent required.
- 1+ years of cashhandling and customerservice experience required.
- Prior banking or retail financialservices experience preferred.
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
The Universal Banker I plays a key role in driving new customers and business while expanding existing relationships for Nicolet and your branch, serving as a trusted frontline advisor who reflects Nicolet's culture, values, and commitment to an exceptional customer experience.
In this role, you provide efficient, accurate teller services; deliver strong customer service across all channels; educate customers on digital tools; and proactively identify financial needs to recommend appropriate solutions. You also play a critical role in referring customers to Personal Bankers and lending specialists for deposit accounts, consumer loans, home equity loans, and credit cards. You help sustain branch performance through relationshipbuilding, needsbased referrals, operational accuracy, and compliance excellence.
As a Universal Banker I, you will:
Customer Experience & Relationship Building:
- Provide welcoming and professional service across inperson, phone, and digital channels.
- Engage customers in needsbased conversations to understand goals and introduce appropriate solutions.
- Deliver prompt assistance for routine servicing inquiries; escalate or refer as needed.
- Build trust by following through on requests and ensuring customers feel valued.
- Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
Teller Operations & Cash Management:
- Accurately process deposits, withdrawals, loan payments, transfers, cashier's checks, and other transactions.
- Maintain proper cash handling, dualcontrol procedures, balancing routines, and vault/ATM support as assigned.
- Identify suspicious activity, follow fraudprevention steps, and escalate concerns promptly.
Customer Referrals & Product Education:
- Identify customer needs and refer opportunities to Personal Bankers or lending specialists for new accounts, consumer loans, home equity loans/lines, and credit cards.
- Educate customers on digital tools such as mobile banking, online banking, and estatements.
- Support achievement of branch sales and referral goals through disciplined engagement and followup.
Problem Resolution & Support:
- Research and resolve routine issues such as transaction discrepancies, fee questions, and debitcard concerns within authority.
- Escalate more complex servicing matters to Personal Bankers or leadership.
Operational Excellence, Risk & Compliance:
- Adhere to operational standards, security practices, and regulatory requirements including BSA/AML, KYC, OFAC, Reg CC, and Reg E.
- Protect customer data, ensure confidentiality, and follow documentation procedures.
- Maintain auditready accuracy in all teller work and branch support tasks.
Team Collaboration & Community Engagement:
- Participate in daily huddles and collaborate with team members to meet branch goals.
- Support community outreach efforts and represent Nicolet in local engagement activities.
- Assist with branch operations needs such as supplies, scheduling coverage, or special projects.
General:
- Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
- Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
- Performs all other duties as assigned.
Qualifications:
- High school diploma or equivalent required.
- 1+ years of cashhandling and customerservice experience required.
- Prior banking or retail financialservices experience preferred.
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
The Universal Banker I plays a key role in driving new customers and business while expanding existing relationships for Nicolet and your branch, serving as a trusted frontline advisor who reflects Nicolet's culture, values, and commitment to an exceptional customer experience.
In this role, you provide efficient, accurate teller services; deliver strong customer service across all channels; educate customers on digital tools; and proactively identify financial needs to recommend appropriate solutions. You also play a critical role in referring customers to Personal Bankers and lending specialists for deposit accounts, consumer loans, home equity loans, and credit cards. You help sustain branch performance through relationshipbuilding, needsbased referrals, operational accuracy, and compliance excellence.
As a Universal Banker I, you will:
Customer Experience & Relationship Building:
- Provide welcoming and professional service across inperson, phone, and digital channels.
- Engage customers in needsbased conversations to understand goals and introduce appropriate solutions.
- Deliver prompt assistance for routine servicing inquiries; escalate or refer as needed.
- Build trust by following through on requests and ensuring customers feel valued.
- Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
Teller Operations & Cash Management:
- Accurately process deposits, withdrawals, loan payments, transfers, cashier's checks, and other transactions.
- Maintain proper cash handling, dualcontrol procedures, balancing routines, and vault/ATM support as assigned.
- Identify suspicious activity, follow fraudprevention steps, and escalate concerns promptly.
Customer Referrals & Product Education:
- Identify customer needs and refer opportunities to Personal Bankers or lending specialists for new accounts, consumer loans, home equity loans/lines, and credit cards.
- Educate customers on digital tools such as mobile banking, online banking, and estatements.
- Support achievement of branch sales and referral goals through disciplined engagement and followup.
Problem Resolution & Support:
- Research and resolve routine issues such as transaction discrepancies, fee questions, and debitcard concerns within authority.
- Escalate more complex servicing matters to Personal Bankers or leadership.
Operational Excellence, Risk & Compliance:
- Adhere to operational standards, security practices, and regulatory requirements including BSA/AML, KYC, OFAC, Reg CC, and Reg E.
- Protect customer data, ensure confidentiality, and follow documentation procedures.
- Maintain auditready accuracy in all teller work and branch support tasks.
Team Collaboration & Community Engagement:
- Participate in daily huddles and collaborate with team members to meet branch goals.
- Support community outreach efforts and represent Nicolet in local engagement activities.
- Assist with branch operations needs such as supplies, scheduling coverage, or special projects.
General:
- Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
- Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
- Performs all other duties as assigned.
Qualifications:
- High school diploma or equivalent required.
- 1+ years of cashhandling and customerservice experience required.
- Prior banking or retail financialservices experience preferred.
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Universal Banker I plays a key role in driving new customers and business while expanding existing relationships for Nicolet and your branch, serving as a trusted frontline advisor who reflects Nicolet's culture, values, and commitment to an exceptional customer experience.
In this role, you provide efficient, accurate teller services; deliver strong customer service across all channels; educate customers on digital tools; and proactively identify financial needs to recommend appropriate solutions. You also play a critical role in referring customers to Personal Bankers and lending specialists for deposit accounts, consumer loans, home equity loans, and credit cards. You help sustain branch performance through relationshipbuilding, needsbased referrals, operational accuracy, and compliance excellence.
As a Universal Banker I, you will:
Customer Experience & Relationship Building:
- Provide welcoming and professional service across inperson, phone, and digital channels.
- Engage customers in needsbased conversations to understand goals and introduce appropriate solutions.
- Deliver prompt assistance for routine servicing inquiries; escalate or refer as needed.
- Build trust by following through on requests and ensuring customers feel valued.
- Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
Teller Operations & Cash Management:
- Accurately process deposits, withdrawals, loan payments, transfers, cashier's checks, and other transactions.
- Maintain proper cash handling, dualcontrol procedures, balancing routines, and vault/ATM support as assigned.
- Identify suspicious activity, follow fraudprevention steps, and escalate concerns promptly.
Customer Referrals & Product Education:
- Identify customer needs and refer opportunities to Personal Bankers or lending specialists for new accounts, consumer loans, home equity loans/lines, and credit cards.
- Educate customers on digital tools such as mobile banking, online banking, and estatements.
- Support achievement of branch sales and referral goals through disciplined engagement and followup.
Problem Resolution & Support:
- Research and resolve routine issues such as transaction discrepancies, fee questions, and debitcard concerns within authority.
- Escalate more complex servicing matters to Personal Bankers or leadership.
Operational Excellence, Risk & Compliance:
- Adhere to operational standards, security practices, and regulatory requirements including BSA/AML, KYC, OFAC, Reg CC, and Reg E.
- Protect customer data, ensure confidentiality, and follow documentation procedures.
- Maintain auditready accuracy in all teller work and branch support tasks.
Team Collaboration & Community Engagement:
- Participate in daily huddles and collaborate with team members to meet branch goals.
- Support community outreach efforts and represent Nicolet in local engagement activities.
- Assist with branch operations needs such as supplies, scheduling coverage, or special projects.
General:
- Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
- Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
- Performs all other duties as assigned.
Qualifications:
- High school diploma or equivalent required.
- 1+ years of cashhandling and customerservice experience required.
- Prior banking or retail financialservices experience preferred.
- The ability to speak and translate fluent Spanish and English is required.
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
Desert Financial is considered a leader in the local credit union space and we are growing like crazy!
We have two amazing opportunities in our branches! If you are a match our Talent team will follow up to discuss the opportunity that aligns best with your experience and your location.
Why you'll love working here...
- Award winning culture - Voted #2 Best Place to Work by Phoenix Business Journal
- Amazing medical, dental, vision, life insurance benefits along with 401K employer matching!
- Competitive hourly pay, overtime potential and uncapped incentive
- 100% paid tuition at ASU, and monthly contribution towards paying-off existing student loans
- Time off for parental/elderly care
- Money for your kids' extracurricular activities
- 16 paid volunteer hours per year
- And a whole lot more!
As an Experience Specialist (Universal Banker/Teller) you will meet or exceed monthly performance metrics by proactively identifying and recommending products and services (credit cards, CD's IRA's, loans) that will help members reach their financial goals. You will service members on the teller line with monetary transactions, account maintenance, ownership changes, wire requests, IRA transactions, automatic transfers, disputes and serve as notary public.
As a Relationship Banker you will maintain and deepen member relationships through consultative analysis and recommendation of Desert Financial products (personal/business accounts, wealth management services, personal/auto loans/HELOC, & IRA accounts). You will strategically build and optimize your referral network and pipeline in order to meet or exceed monthly performance metrics through outbound calls, community outreach, and networking.
This role might be for you if you have
- H.S. diploma or GED
- 1+ year(s) of demonstrated success in an incentive driven environment where you met or exceeded sales goals
- Exemplary organizational, problem solving, and verbal and written communication skills
- Excellent time management skills
- Strong mathematical and logic skills
- Ability to influence and build rapport quickly
- Nationwide Mortgage Lending System (NMLS) and Notary Public Certifications or must be obtained through training
Bonus points if you have
- Cash handling experience
- Previous financial institution experience
About us: We've got a culture focused on smarts, kindness, continuous learning...and our people love it. A full 93% of our employees would recommend us to their friends. Come find out why! Learn .
We are proud to be an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Desert Financial is considered a leader in the local credit union space and we are growing like crazy!
We have two amazing opportunities in our branches! If you are a match our Talent team will follow up to discuss the opportunity that aligns best with your experience and your location.
Why you'll love working here...
- Award winning culture - Voted #2 Best Place to Work by Phoenix Business Journal
- Amazing Medical, Dental, Vision, Life Insurance benefits along with 401K employer matching!
- Competitive hourly pay, overtime potential and uncapped incentive
- 100% paid tuition at ASU, and monthly contribution towards paying-off existing student loans
- Time off for Parental/Elderly Care
- Money for your kids' extracurricular activities
- 16 paid volunteer hours per year
- And a whole lot more!
As an Experience Specialist (Universal Banker/Teller) you will meet or exceed monthly performance metrics by proactively identifying and recommending products and services (Credit Cards, CD's IRA's, Loans) that will help members reach their financial goals. You will service members on the teller line with monetary transactions, account maintenance, ownership changes, wire requests, IRA transactions, automatic transfers, disputes and serve as notary public.
As a Relationship Banker you will maintain and deepen member relationships through consultative analysis and recommendation of Desert Financial products (personal/business accounts, wealth management services, personal/auto loans/HELOC, & IRA accounts). You will strategically build and optimize your referral network and pipeline in order to meet or exceed monthly performance metrics through outbound calls, community outreach, and networking.
Please ensure you are available during the branch Hours of Operation: Monday-Friday: 9am-7pm, Saturday: 9am-2pm
This role might be for you if you have
- H.S. Diploma or GED
- 1+ year(s) of demonstrated success in an incentive driven environment where you met or exceeded sales goals
- Exemplary organizational, problem solving, and verbal and written communication skills
- Excellent time management skills
- Strong Mathematical and logic skills
- Ability to influence and build rapport quickly
- Nationwide Mortgage Lending System (NMLS) and Notary Public Certifications or must be obtained through training
Bonus points if you have
- Cash handling experience
- Previous financial institution experience
About us: We've got a culture focused on smarts, kindness, continuous learning...and our people love it. A full 93% of our employees would recommend us to their friends. Come find out why! Learn .
We are proud to be an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Are you looking to join a dynamic team that provides its people with the tools to be successful and opportunities to grow? Universal Logistics is a leading provider of customized transportation and logistics solutions, offering a comprehensive suite of services including transportation, value-added, intermodal, and specialized services utilized throughout entire supply chains. Universal has immediate career opportunities in your area. Apply today to become part of the Universal team!
Home Daily Opportunity!Home Daily
Monday through Friday Morning Runs
Gross $4,000/week
Dedicated Lanes
Universal Intermodal is looking for Owner Operators out of the Columbus area
What Universal Intermodal can provide you as a new Owner operator:
- Discount on private fuel & at most national truck stops!
- 70% of total revenue per load or more paid to drivers
- Home every day!
- Non-forced dispatch
- Secure & free parking on site
- Owner Operators gross up to $4,000 weekly!
- Daily local Columbus & metro Columbus work
- High volume and dedicated lanes available! Going to West Virginia, Kentucky, Indiana & Michigan
- Service to all Ohio locations within a 150 mile radius of Columbus
Other advantages & benefits that Universal Intermodal can provide:
- Company owned chassis
- 24 hour road service department
- Plate Program
- Insurance Program
- U-sav program that gives you discounts on hotels, new car purchases, cell phones and much more!
What we require:
- Must be at least 21 years of age
- Class A CDL
- 6 months of verifiable experience in the last years
- 2005 or newer tractor
If you are interested or need more information, please call the terminal manager Michael or call/text the recruiter Ryan
Are you looking to join a dynamic team that provides its people with the tools to be successful and opportunities to grow?
Universal Logistics is a leading provider of customized transportation and logistics solutions, offering a comprehensive suite of services including transportation, value-added, intermodal, and specialized services utilized throughout entire supply chains.
Universal has immediate career opportunities in your area. Apply today to become part of the Universal team!
Universal Logistics Holdings is a multi-billion dollar logistics provider. We have been in the industry for over 90 years and are proud of our awards and affiliations with industry leaders. Universal celebrates our employees who have company pride and the drive to succeed. Behind our services, technology, and systems stands a talented team that truly delivers results and drives everything we do. Come join the team that made it possible for us to be named Great Supply Chain Partner 2020, Top 50 Logistics Company 2020, Top 100 For-Hire Carrier 2020, and General Motors Carrier of the Year for 2021! Learn more at: join Universal? We offer...
- Competitive pay with performance reviews
- Major medical, vision, and dental benefits, FSA, HSA, 401k, life insurance, long term disability, and more!
- Paid holidays and paid vacation
- Career development and upward progression within a growing company
- In-depth, hands-on training
Effective verbal and written communication skills
- Strong computer skills, including knowledge of Microsoft Office
- Problem solving and analytical skills, as well as a strong attention to detail
- Excellent multi-tasking and organizational skills
- Logistics knowledge/experience preferred but not necessary
- A competitive and career oriented mindset
- Desire to surround customer with excellence in service
Responsibilities will include but not be limited to:
- Coordinating contractor and driver activities
- Managing inbound and outbound freight flow
- Planning and implementing delivery routes for drivers
- Effective communication with terminal operations personnel to build strong connectivity between terminal and corporate operations
- Management of internal operating procedures
- Processing multiple calls simultaneously from internal as well as external customers
- Ownership of all communication regarding changes that impact internal and external customers
- Various reports on production, quality, timeliness, staffing, maintenance, and discrepancies
- Other tasks delegated by the customer and/or Corporate Dispatch team
Universal Intermodal offers a competitive base salary and benefits package including medical, dental, 401K, and vacation in addition to offering upward mobility within the company. If you are an energetic, self-motivated individual with the drive to become part of a growing organization, please reply with an attachment of your resume and salary requirements for consideration.
Job Type: Full-time, Hours 6pm-4am M-F