Customer Service Representative (Teller/Universal Banker)

John Marshall Bank

Vienna (VA)

On-site

USD 32,000 - 37,000

Full time

3 days ago
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Benefits offered by this job

Medical
Dental
401K Retirement Plan with Employer Mat
Vision
Employee Assistance Program
Flexible Spending
Transit Reimbursement
Long Term Care
Paid Time Off
Life and Disability Coverage

Job summary

John Marshall Bank is seeking a Teller/Universal Banker for its Tysons Branch. You will deliver exceptional customer service, open accounts, and accurately handle routine and complex financial transactions.

The role balances regulatory compliance with a consultative sales approach to support branch performance and community growth. On-site position with opportunities for cross-branch training and growth.

Qualifications

  • High school diploma or equivalent.
  • 1 year of experience in a bank branch setting.
  • Excellent verbal communication and customer service skills.
  • Ability to analyze customer profiles and identify needs for tailored banking solutions.
  • Strong math skills for totals and balancing logs.
  • Attention to detail to detect fraud and maintain confidentiality.
  • Comfort using digital banking platforms and internal systems.
  • Willingness to travel to other branches for training and coverage.

Responsibilities

  • Provide exceptional customer service while opening accounts and executing routine and complex financial transactions.
  • Process wires, research requests, CD maturities, loan payments, and stop payments.
  • Identify customer needs to cross-sell and refer banking products.
  • Manage branch cash; verify end-of-day balances and secure cash shipments.
  • Ensure compliance with CTR, CIP, and safety guidelines to mitigate risk.
  • Monitor branch operations and support general operations and facility management.
  • Assist with coaching and supervising teller activities and training.

Skills

Customer service
Cross-selling
Cash handling
Attention to detail
Regulatory compliance
Digital banking
Team coaching
Communication

Education

High school diploma
Associate or bachelor’s degree (preferred)

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 Tysons 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.

John Marshall bank is hiring for a Teller or Universal Banker to join our Tysons 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.

Benefits
  • 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.

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