Universal Banker

Burke & Herbert Bank & Trust; Charles Town (WV); On-site; USD 36,000 - 52,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Paid Time Off (PTO)

Paid holiday schedule

Paid bereavement

Paid parental leave

Life insurance

Long-term disability coverage

401(k) with company match

Job summary

Burke & Herbert Bank & Trust in Charles Town, WV is seeking a Universal Banker to operate between the teller line and customer service desk. You will handle deposits, loan inquiries, account openings, and referrals to drive branch sales while delivering exceptional customer service.

The role requires banking experience, comfort in a sales-focused environment, and strong interpersonal skills. This is a full-time position at a community branch with comprehensive benefits.

Qualifications

• High School Diploma or equivalent.
• 2–3 years teller or new accounts experience preferred.
• Sales and service oriented with strong interpersonal skills.
• Comfortable working in a team and in a busy branch.
• Proficient computer, typing, and math skills.

Responsibilities

• Rotate between teller line and customer service desk.
• Provide superior customer service and referrals for banking products.
• Process deposits, checks, payments, and other routine transactions.
• Open consumer and business accounts, including loans and deposits.
• Assist with online and mobile banking questions and services.
• Follow bank policies and protect assets and information.

Skills

Customer service

Sales

Interpersonal skills

Computer skills

Education

High School Diploma or equivalent

Tools

Banking software

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Universal Banker

Full Time Charles Town, WV, US

Universal Banker

CLASSIFICATION

Non-exempt

REPORTS TO

Community Bank Manager

JOB DESCRIPTION

Summary/Objective

Under the direction of bank management, performs a wide variety of duties between the teller line and the customer service desk. This includes opening and closing accounts, performing routine banking transactions, and other duties.

Essential Functions

• Universal Banker will rotate between the teller line and the customer service desk.
• Universal Bankers provide superior customer service experience, based on all Service Beyond Expectations-Begins With Me pillars.
• Perform routine banking transactions such as deposits, checks, payments, cash orders, coin processing, issuing official checks/money orders, etc.
• Open Consumer and Business Bank Accounts including loans and deposits.
• Assist clients in many aspects of their accounts including, but not limited to, account inquiries, online and mobile products and services, debit cards, account reconciliation, account maintenance, wire transfers, check orders, and overdraft assistance.
• Open and/or assist with CDARS accounts/transactions and IRA accounts/transactions.
• Equitably contributes to the branch attainment of sales and referral products goals by identifying and making referrals.
• Adhere to all policy and procedures of the company. Follows operational procedures including protecting customers, bank assets and bank security.
• Accurately complete information on systems and forms to mitigate exposure while ensuring service delivery and quality.

Other Duties

• Other duties as assigned.

Education and Experience

• High School Diploma or equivalent
• 2-3 years teller and/or new accounts experience preferred.
• Universal Banker must be comfortable and confident in a sales and service environment.
• Universal Banker must be able to be part of a team and work closely with fellow Customer Service Tellers and Relationship Bankers.
• Highly professional with good interpersonal and problem-solving skills.
• Excellent computer, typing, and math skills required.
• Highly organized and detail-oriented.

Supervisory Responsibility

This position has no supervisory responsibilities.

This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.

Physical Demands

This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary.

Travel

Travel may be requiredfor this position.

This position is classified as full-time and the benefits package includes health insurance, dental insurance, vision insurance. Employees may select from coverage options which range from employee only to family coverage. Full-time employees receive Paid Time Off (PTO), a paid holiday schedule, paid bereavement, and paid parental leave. Benefits also include company paid life insurance and paid long-term disability coverage. Our bank also offers a 401(k) with a company match.

• health insurance
• dental insurance
• vision insurance
• Employees may select from coverage options which range from employee only to family coverage.
• Paid Time Off (PTO)
• a paid holiday schedule
• paid bereavement
• paid parental leave
• company paid life insurance
• paid long-term disability coverage
• a 401(k) with a company match

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.