Universal Banker

Trustar Bank; Reston (VA); On-site; USD 42,000 - 64,000; 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

A community bank seeks an experienced Universal Banker in Reston, Virginia, to provide high-quality customer service and manage the entire customer experience. Responsibilities include processing transactions, opening accounts, and supporting sales initiatives. Ideal candidates have a high school diploma, preferable banking experience, excellent interpersonal skills, and the ability to function well in a team. The position offers a competitive benefits package and a professional work environment.

Qualifications

• 1-2 years of banking experience in a teller or new accounts position preferred.
• Must successfully complete teller and new accounts training.
• Ability to multitask in a fast-paced environment.

Responsibilities

• Provide prompt, efficient, and accurate service.
• Process client financial transactions accurately.
• Identify customer needs and offer solutions.
• Open and service accounts accurately and efficiently.
• Support branch in sales and community initiatives; follow policies.

Skills

Interpersonal skills

Verbal communication

Math aptitude

Knowledge of Microsoft Office

Teamwork

Clear communication

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Trustar Bank is a community bank conceived to meet the banking needs of businesses and individuals in the greater metropolitan Washington DC area. The Organizers of the Bank are experienced bankers, bank investors, and business professionals in the Bank’s target market area. Rapid consolidation in the Bank’s target market has created an opportunity for a community‑based commercial bank.

“At Trustar, our mission is to be your partner for financial success, to provide a sound investment for our shareholders, and to support our local community.”

A viable market, sufficient capital, engaged leadership, and strong management are critical success factors for any financial institution. Service differentiates one bank from another. As a community bank, Trustar Bank‘s strategy is to be a personalized alternative to larger, super‑regional financial institutions that increasingly dominate the Bank’s primary market. Our mission statement emphasizes personal service, responsiveness, and a willingness to tailor products and services to meet the needs of our customers:

“Our unique approach to financial services and our ‘can do’ attitude sets us apart from our competition. At Trustar, our philosophy is to provide customized banking solutions and top‑night service that truly addresses your individual needs.”

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. The Universal Banker 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.

Trustar Bank has grown rapidly since it’s start in 2019. With an all‑star team and fast‑paced environment, this is an exciting opportunity to join a great Team. 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.