Universal Banker

Trustar Bank; Bethesda (MD); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

No Deductible health care plan

401(k) with discretionary company match

LifeLock Premier for all employees

Generous PTO plan

Job summary

Trustar Bank is seeking an experienced Universal Banker in Bethesda, Maryland. The role focuses on providing high-quality customer service while managing new accounts and financial transactions. Candidates should have a high school diploma and preferably 1-2 years of banking experience. Trustar Bank offers comprehensive benefits including a no deductible healthcare plan, a reliable 401(k) with company match, and generous PTO. This position requires effective communication and interpersonal skills, working collaboratively with customers and colleagues.

Qualifications

• At least one to two years of banking experience in a teller or new accounts position is preferred.

Responsibilities

• Provide high-quality customer service as a cross-trained new accounts representative.
• Process client financial transactions accurately and timely.
• Perform account opening and servicing tasks with confidence.

Skills

Interpersonal skills

Verbal communication

Math aptitude

Working knowledge of Microsoft Office

Team collaboration

Education

High school diploma or equivalent

Job description

Trustar Bank is currently seeking an experienced Universal Banker responsible for providing high quality customer service as a cross‑trained new accounts representative. The Universal Banker is empowered to own the entire customer experience and must follow all established policies and procedures of the bank. This position is located in Bethesda, Md.

Summary of Job Duties

• Represent the Bank to customers in a courteous and professional manner while providing prompt, efficient and accurate service in processing transactions and establishing a rapport with clients to ensure they feel welcome in the branch.
• Process client financial transactions in an accurate and timely manner. Balance daily transactions and cash in accordance with established Bank policy and procedures.
• Ask open‑ended questions to identify customer needs and extend solutions based on knowledge of Trustar Bank products/services.
• Provide timely and accurate responses to client inquiries.
• Perform account opening and servicing with confidence and precision.
• Assist with various administrative daily and monthly activities to ensure the branch consistently complies with all Bank policies and procedures as they pertain to the position, including opening new accounts, teller procedures, security procedures, BSA procedures and compliance procedures.
• Support the Branch in all sales, service and community‑related initiatives.
• Assist with other duties as assigned.

Requirements

• High school diploma or its equivalent.
• At least one to two years banking experience in a teller or new accounts position is preferred.

Skills and Knowledge

A high level of interpersonal and verbal skills to represent the Bank in a positive manner in dealing with customer/teller transactions. Good math aptitude and reasoning skills. Working knowledge of Microsoft Office applications. Ability to function as an effective team member and to communicate clearly over the telephone and in person.

Working Conditions

Continuous daily contact with customers and the public performing recurring tasks. Close daily contact with peers, manager, and other bank employees. Work schedules may include evening and Saturday hours.

Benefits

Trustar Bank provides an outstanding benefits package to include a NO Deductible health care plan, a strong 401(k) with discretionary company match, LifeLock Premier for all employees, and a generous PTO plan.

Trustar Bank is an equal opportunity employer.