Universal Banker

Burke & Herbert Bank & Trust; Winchester (VA); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

PTO

Paid holidays

Bereavement leave

Parental leave

Life insurance

Disability insurance

401(k) with company match

Job summary

Burke & Herbert Bank & Trust seeks a Universal Banker in Winchester, VA. The role rotates between teller and customer service desk, handling deposits, withdrawals, account openings, and loan inquiries.

Ideal candidates have 2–3 years teller or new accounts experience, strong interpersonal skills, and a professional, sales-oriented approach in a team environment.

Qualifications

• High school diploma or equivalent required.
• 2–3 years teller or new accounts experience preferred.
• Comfortable in a sales and service environment.
• Excellent computer, typing, and math skills.

Responsibilities

• Rotate between teller line and customer service desk and assist customers.
• Open Consumer and Business Bank Accounts, including loans and deposits.
• Provide superior customer service and refer products to meet goals.
• Perform routine banking transactions (deposits, checks, payments, etc.).
• Assist with online and mobile banking, debit cards, and account inquiries.
• Adhere to bank policies and protect customer assets and security.

Skills

Interpersonal skills

Problem-solving

Typing

Math skills

Education

High School Diploma or equivalent

2-3 years teller experience / new accounts experience preferred

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 Winchester, VA, 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

Reasonable accommodations may be made to enable individuals with disabilities to perform the 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 required for 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.

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.