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Personal Banker

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Cypress Bank & Trust

Palm Beach, FL (In Person)

Full-Time

Posted 7 weeks ago (Updated 2 days ago) • Actively hiring

Expires 6/21/2026

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Job Description

Personal Banker Palm Beach, FL Job Details 17 hours ago Benefits Disability insurance Health insurance Dental insurance 401(k) Paid time off Vision insurance Life insurance Referral program Qualifications Opening bank accounts Computer operation Financial sales Customer service Computer literacy Regulatory compliance Promoting bank products High school diploma or GED Anti-Money Laundering (AML) compliance (compliance procedures implemented) Decision making Client services Staff training Conflict management ACH Assisting with digital banking services Productivity software Communication skills Technical Proficiency Promoting bank services Entry level Full Job Description Summary Cypress Bank & Trust was 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. We currently have four full-service offices throughout the state of Florida with additional trust offices in Winter Haven and Naples. In addition to providing trust and investment advisory services, Cypress Bank & Trust offers a complete array of personal and commercial banking services intended to meet all our client's holistic, financial needs including providing personalized, tailored solutions. At Cypress Bank & Trust, we believe in providing services to meet all the needs of our clients. We are looking for a Personal Banker who has a comprehensive knowledge of the Bank's products, services, policies, objectives, and practices. Client service and organizational skills sets are required to help ensure adherence to Cypress Bank & Trust Quality Service Standards and Core Values. This role is also required to be knowledgeable about and regularly perform daily branch functions including client services, teller, vault, and account opening and closing procedures, processing night depository, mail, and courier transactions. This position also assists clients with online banking products including Remote Deposit Capture, wire transfer and ACH origination support. Also is expected to provide training and support to less experienced bankers and other staff. Participates in the referral program in relationship to other lines of businesses within the bank to promote branch deposit and loan growth. Duties And Responsibilities Performs other related duties as assigned by management. Ensures branch compliance with the Bank's
BSA/AML/OFAC
Program. Assures compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations. Complies with the Bank BSA Policy and internal procedures including any related training. Supervisory Responsibilities This job has no supervisory responsibilities. Qualifications 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. Competencies 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 solution to problems, works well with difficult people Dependability
  • Completes job assignment 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.
Why Work Here? Financially strong and growing company Personal growth potential Great company culture Generous PTO schedule in addition to bank holidays
Benefits:
Health (Employer-paid coverage for employee, eligible the first month after the date of hire.) Dental Vision Life Insurance (company paid) Additional voluntary Life Insurance Short Term Disability Long Term Disability LifeLock 401K

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