Universal Banker

Presidential Bank FSB; McLean (VA); On-site; USD 42,000 - 66,000; Full time

Job summary

Presidential Bank, FSB is seeking a Universal Banker in McLean, VA to handle transactions, deliver superior service, and support branch sales goals. The role blends teller operations with customer service, identifying needs and referring products, while contributing to team success.

Ideal candidates have strong customer service, cash handling experience, and excellent communication; bilingual abilities (Spanish or other) are a plus.

Qualifications

• Strong customer service orientation and sales focus.
• Excellent verbal and written communication; bilingual bonus.
• Cash handling or financial transaction experience preferred.
• Proficient in Microsoft Office; familiarity with core banking systems a plus.
• Attention to detail and ability to maintain confidentiality.
• Flexibility to adjust work schedule based on branch needs.

Responsibilities

• Process transactions accurately using cash drawer and banking systems.
• Balance cash drawer daily; follow cash handling and security procedures.
• Identify customer needs and refer suitable products and services.
• Verify customer identification and documentation; obtain supervisor approvals as needed.
• Deliver consistent, high-quality customer service aligned with branch goals.
• Assist in opening/closing the branch as needed and provide coverage as required.
• Maintain knowledge of bank products and articulate benefits to clients.
• Support team with daily tasks and branch coverage across locations when needed.

Skills

Customer service

Sales orientation

Communication skills

Bilingual (Spanish)

Cash handling

Microsoft Office

Core banking systems

Attention to detail

Flexible scheduling

Tools

Microsoft Office

Core banking systems

Job description

The Universal Banker is responsible for providing efficient and accurate transaction processing, delivering exceptional customer service, and supporting branch sales goals. This role combines the responsibilities of teller operations and customer service, including addressing routine inquiries, identifying customer needs, and making product and service referrals. The ideal candidate thrives in a team environment, actively contributes to branch goals, and demonstrates a strong commitment to client satisfaction.

• Operates core banking systems with accuracy and efficiency while processing transactions using a associate cash drawer.
• Balances assigned cash daily and strictly follows all cash handling and security procedures, maintaining sole control of assigned drawer and limits.
• Complies with policies related to cash differences and controllable losses.
• Verifies customer identification and documentation, confirms endorsements and payees, and obtains required supervisory approval for transactions above established cash limits or with special conditions such as stop payments or fund holds.
• Follows all departmental and Bank-wide policies, procedures, and security protocols.
• Prepares required Bank Secrecy Act (BSA) documentation including Currency Transaction Reports and Monetary Instrument Logs, and adheres to KYC, OFAC, and information security standards.
• Contributes to achieving individual and branch performance goals by actively monitoring personal progress and following designated action plans.
• Ensures consistent delivery of excellent customer service in alignment with the Bank's sales and service expectations.
• Promotes and maintains positive relationships with all internal and external customers.
• Stays up to date on Bank products and services and effectively communicates their benefits to clients.
• Assists in opening and closing the branch as needed based on business needs, which may include working outside of regularly scheduled hours.
• Collaborates with team members to maintain a supportive, efficient branch environment and actively contributes to group success by sharing knowledge, assisting with daily tasks, and providing coverage at other branch locations when needed.

Requirements

• Strong customer service orientation.
• Prior experience in customer service is strongly preferred.
• Sales-oriented professional demeanor with a strong focus on customer needs.
• Excellent verbal and written communication skills; bilingual in Spanish or another language is a plus.
• Experience handling cash or financial transactions is preferred.
• Proficiency in Microsoft Office (Word, Excel) required.
• Working knowledge of core banking systems is a plus.
• Strong attention to detail with a commitment to professionalism and confidentiality.
• Flexibility to adjust work schedule based on branch need.

This level of knowledge is normally acquired through 4-6 years of banking experience. One or more years of managerial experience a plus but not required.

Presidential Bank, FSB offers a competitive benefits package that includes paid leave, health, dental, vision, disability, and life insurance as well as two retirement plans.

Presidential Bank, FSB is an equal opportunity/affirmative action employer. We consider applicants without regard to race, color, religion, creed, gender, national origin, age, disability, genetic information, marital or veteran status, or any other category protected by federal, state or local law.