Universal Banker

Trustar Bank; McLean (VA); 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 employees

Generous PTO plan

Job summary

Trustar Bank is seeking an experienced Universal Banker in McLean, Virginia, to deliver exceptional customer service and manage account transactions. The ideal candidate should have at least one to two years of banking experience and a strong skill set in interpersonal communication and math.

This in-office position requires adherence to Bank policies and procedures while fostering community initiatives. An outstanding benefits package includes healthcare, 401(k), and PTO. Join us at Trustar Bank to make a difference!

Qualifications

• At least one to two years banking experience in a teller or new accounts position preferred.
• Ability to perform essential duties satisfactorily, complete training, and multitask in a fast-paced environment.

Responsibilities

• Provide high quality customer service while processing transactions.
• Open new accounts and manage customer inquiries.
• Ensure compliance with all bank policies and procedures.

Skills

Interpersonal skills

Verbal communication

Math aptitude

Microsoft Office

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.

Summary of Job Duties

• While representing the Bank to customers in a courteous and professional manner, provide prompt, efficient and accurate service in processing transactions while 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.
• Professionally 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 performance of the position to include opening new accounts, teller procedures, security procedures, BSA procedures and Compliance procedures.
• Support the Branch in all sales, service and community related initiatives.
• Candidate will 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.

Must be able to perform each essential duty satisfactorily and successfully complete teller and new accounts training. Ability to remain calm and complete more than one task at a time in a fast‑paced environment. May stand occasionally.

Skills/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 and experience with Microsoft Office applications. Ability to function as an effective team member. Ability 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. May also work in our Bethesda, Great Falls, and Reston locations.

We also provide 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. This is an in‑office position and a professional environment.

We are an equal opportunity employer.