Universal Banker - Floater

Burke & Herbert Bank & Trust; Richmond (VA); On-site; USD 26,000 - 29,000; Full time

Job summary

Burke & Herbert Bank & Trust is seeking a Universal Banker - Floater in Richmond, VA. The role involves rotating between the teller line and the customer service desk, performing routine banking transactions, and opening consumer and business accounts.

The position emphasizes sales and service, professional interaction, and teamwork within a banking environment. Strong computer and math skills are required, with 2-3 years of teller/new accounts experience preferred.

Qualifications

• High School Diploma or equivalent.
• 2-3 years teller and/or new accounts experience preferred.
• Ability to work in a sales and service environment.
• Highly professional with good interpersonal and problem-solving skills.

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, including deposits, checks, payments, and cash orders.
• Open Consumer and Business Bank Accounts including loans and deposits.
• Assist clients with accounts, online/mobile products, debit cards, wire transfers, and overdraft assistance.
• Open CDARS/IRA accounts and maintain accurate records.
• Contribute to branch sales goals by identifying and referring products.

Skills

Customer Service

Sales

Cash Handling

Education

High School Diploma or equivalent

Tools

Typing

Job description

Universal Banker - Floater

Full Time Richmond, VA, US

Universal Banker-Floater

CLASSIFICATION

Non-exempt

REPORTS TO

Community Bank Manager

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.

For Applicants located in Fredericksburg, VA (VA):

The anticipated salary range for this position is $19.00 - $21.00 per hour.

The ranges listed for Viriginia represent the good-faith compensation the Company reasonably expects to pay for the position at the time of posting. Actual compensation will be determined based on factors including, but not limited to, the candidate's skills, qualifications, experience, education, certifications, internal equity, and business needs. This position may also be eligible for additional compensation, such as bonuses or incentive pay, where applicable.

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.