Universal Banker - Floater

Burke & Herbert Bank & Trust; Bluefield (WV); On-site; USD 42,000 - 54,000; Full time

Job summary

Burke & Herbert Bank & Trust seeks a Universal Banker-Floater in Bluefield, WV. This non-exempt role rotates between teller and customer service desks, delivering service beyond expectations and handling deposits, new accounts, and daily transactions.

The position emphasizes sales and client referrals, with team collaboration, strong interpersonal skills, and proficiency in banking systems. Travel between branches may be required.

Qualifications

• 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
• Must be able to be part of a team and work closely with fellow staff
• Highly professional with good interpersonal and problem-solving skills
• Excellent computer, typing, and math skills required
• Highly organized and detail-oriented

Responsibilities

• Rotate between the teller line and the customer service desk.
• Provide superior customer service experience, based on Service Beyond Expectations pillars.
• Perform routine banking transactions such as deposits, checks, payments, cash orders, and coin processing.
• Open Consumer and Business Bank Accounts including loans and deposits.
• Assist clients with account inquiries, online and mobile products, debit cards, and wire transfers.
• Open and/or assist with CDARS and IRA accounts/transactions.
• Contribute to branch sales and referral goals by identifying and making referrals.
• Adhere to bank policies and protect customers, assets, and security.
• Accurately complete information on systems and forms to ensure service quality.

Skills

Customer service

Communication

Sales skills

Teamwork

Problem solving

Computer skills

Education

High School Diploma

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 - Floater

Full Time Bluefield, WV, US

7 days ago Requisition ID: 2322

Universal Banker-Floater

This is a floater position. Home Office is in Martinsburg, WV. Universal Banker-Floater could be scheduled to work in Winchester, Leesburg, Warrenton, or Harrisonburg VA; or Martinsburg, Inwood, or Mathias WV.

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 requiredfor this position.

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.