Customer Service Representative (Teller/Universal Banker)

John Marshall Bank; Alexandria (VA); Hybrid; USD 32,000 - 37,000; Full time

Benefits offered by this job

Medical

Dental

401K Retirement Plan w/ an Employer

Vision

Employee Assistance Program

Flexible Spending

Transit Reimbursement

Long Term Care

Paid Time Off

Life and Disability Coverage

Job summary

John Marshall Bank seeks a Teller or Universal Banker for its Alexandria branch. You will deliver exceptional customer service, open accounts, and accurately execute routine and complex transactions while balancing regulatory compliance and a consultative sales approach to support branch performance.

The role emphasizes accurate cash handling, cross-selling, and leveraging digital banking platforms to enhance operations and customer experiences.

Qualifications

• High school diploma or equivalent required.
• 1 year of experience in a bank branch setting.
• Excellent verbal communication and customer service skills.
• Strong math skills for totals and balancing ledger logs.
• Detail oriented with ability to spot fraud and maintain confidentiality.
• Comfort navigating digital banking platforms and internal systems.
• Willingness to travel to other branches for training and coverage.

Responsibilities

• Provide exceptional customer service and build rapport with customers.
• Process new accounts and complex transactions (wires, payments, research requests).
• Identify financial needs to cross-sell products and services.
• Manage branch cash, balance counts, and end-of-day cash handling.
• Ensure compliance with CTR/CIP and other banking regulations.
• Support teller training and coaching of staff.
• Use digital platforms to support daily branch operations.

Skills

Customer service

Verbal communication

Math skills

Attention to detail

Confidentiality

Digital banking platforms

Education

High school diploma

Associate or bachelor’s degree

Tools

Digital banking platforms

Internal systems

Office software

Job description

Description

John Marshall bank is hiring for a Teller or Universal Banker to join our Alexandria Branch. In this role you will be responsible for providing exceptional customer service while opening accounts and accurately executing routine and complex financial transactions. This role balances operational excellence, strict regulatory compliance, and a consultative sales approach to support branch performance and community growth.

Requirements

• Deliver exceptional experiences by building rapport and responding to inquiries from customers and peers as well as internal and external partners.
• Processes new accounts as well as standard and complex financial transactions such as wires, research requests, CD maturities, loan payments, stop payments as well as standard financial transactions.
• Identify customer financial needs to effectively cross-sell, promote, and refer appropriate banking products and services.
• Manage physical branch cash by counting balances, preparing secure cash shipments, and verifying all end-of-day balances.
• Enforce regulatory laws and bank compliance and safety guidelines via Currency Transaction Reporting (CTR) and Customer Identification Programs (CIP) and standardized procedures.
• Mitigate operational and financial risk by reviewing cash and check endorsements to catch counterfeit bills or fraudulent items.
• Assist with coaching and supervising assigned teller activities and new teller training.
• Maximize branch optimization by leveraging bank digital platforms, assisting with general operations support, and actively monitoring the physical facility.

Qualifications

Required

• High school diploma or equivalent,
• 1 year of experience in a bank branch setting
• Exceptional verbal communication and customer service skills
• Critical thinking to analyze customer profiles and uncover hidden needs, pairing tailored services to secure long-term client trust
• Strong basic math skills for calculating totals and balancing ledger logs.
• High attention to detail with the ability to spot fraud and maintain strict confidentiality.
• Comfort navigating digital banking platforms, internal systems, and basic office software.
• Ability to travel to other branch locations for training & coverage as needed

Preferred

• Associate or bachelor’s degree
• 3-5 years of experience in a bank branch setting

Compensation for this role ranges from $23.08 to $27.00 per hour, commensurate with your experience and qualifications.

At John Marshall Bank, we pride ourselves on being able to attract the best talent in the industry, therefore we offer a comprehensive benefits package which includes:

• Medical
• Dental
• 401K Retirement Plan w/ an Employer Match
• Vision
• Employee Assistance Program
• Flexible Spending
• Transit Reimbursement
• Long Term Care
• Paid Time Off
• Life and Disability Coverage

John Marshall Bank is an Equal Opportunity Employer

At this time, John Marshall Bank will not sponsor a new applicant for employment authorization for this position.