Universal Banker I

POTOMAC BANK INC; Leesburg (VA); On-site; USD 32,000 - 42,000; Full time

Job summary

Potomac Bank seeks a Universal Banker I in Leesburg, VA to perform teller transactions, promote bank products, and deliver excellent customer service. The role requires accuracy in cash handling, ability to open and maintain customer accounts, and strong communication with customers and colleagues.

The position emphasizes friendly service, product referrals, and adherence to bank policies to ensure a seamless banking experience for clients in a fast-paced environment.

Qualifications

• High school diploma or GED required.
• 1–2 years customer service experience preferred.
• Outgoing, service-oriented personality.
• Basic to advanced computer skills.
• Excellent communication and customer service abilities.

Responsibilities

• Handle teller transactions and refer bank products and services.
• Deliver friendly customer service and contribute to a positive customer experience.
• Open and maintain consumer checking and savings accounts; process deposits, checks, and loan payments.
• Ensure regulatory compliance and maintain proper cash handling procedures.
• Assist with daily ATM balancing and currency handling.

Skills

Customer service

Communication skills

Arithmetic

Computer skills

Education

High school diploma or GED

1–2 years customer service experience

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 I

Full Time Leesburg, VA, US

Do you enjoy interacting with people? Do you enjoy building lasting relationships all while gaining important life financial skills? Are you a multi-tasker that must have organization in your life? Potomac Bank is looking for a Universal Banker I that fits these characteristics.

SUMMARY

Responsible for a broad range of teller transaction processing, referring bank products and services while providing friendly customer service and playing a vital role in delivering an exceptional customer experience.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Customer Service

• Ability to interact with the public and deal effectively with their questions or problems.
• Familiar with the Bank’s products and services.
• Looks for opportunities to explain, promote, and refer products or services.
• Continuously demonstrates a helpful, friendly attitude and is committed to providing excellent customer service.
• Serves as a model of excellent customer service to other employees.
• Identifies and refers retail products suitable to the customer’s needs.
• Handles customer complaints or questions and determines the best course of action to be taken to remedy the situation.
• Ability to establish and maintain effective working relationships with co-workers, employees and officials in other departments

Universal Banker I Functions

• Receives and handles deposits of all types, ensuring the proper endorsement on negotiable instruments within these deposits.
• Cashes checks and pays out money after verification of signatures and customer balances. Adheres at all times to policies and regulations set forth in the Teller Operational Policy & Procedures Manual.
• Processes any or all of the following: Checks, deposits, loan payments, night drop bags, mail deposits, and savings bonds. Provides access to safety deposit boxes.
• Enters customers' transactions into computer to record transactions, and issues computer generated receipts. Accurately balances currency, coin, and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen.
• Removes deposits from, and counts and balances cash in, automated teller system and night drop bags.
• Assist with daily ATM balancing duties.
• Demonstrates responsibility and judgment according to check cashing procedures.
• Order client checks through Harland Clarke
• Issuance of cashier’s checks and money orders.
• Completes Currency Transaction Reports (CTRs) and obtains independent verification of report
• May override excessive drawer cash in Vertex up to approveddesignated limit.
• Open and maintenance all consumer types of checking and savings accounts.
• Complete domestic wires forms accurately.

Other duties may be assigned.

Security

• Maintains proper amount of currency and coin in drawer-per Potomac Bank approved teller currency limits.
• Maintains neat and orderly work area and ensures that all negotiables and confidential records are properly secured.
• Understands role in the event of a robbery, whether victim or bystander, and knows proper post-robbery procedures.
• Professional appearance that evokes the customer’s trust.
• Adheres to all bank policies and procedures and to internal controls and system access restrictions.

Other duties may be assigned.

CRITICAL SKILLS

• Self-Development: Pursue additional education or training to remain current, improve knowledge, and diversify skills. The ability to be cross trained in other areas.
• Customer Confidentiality: Never reveal or divulge customer information to anyone outside of the Bank.
• Versatility: Ability to multi-task under pressure and fast paced environment.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

EDUCATION and/or EXPERIENCE

High school diploma or general education degree (GED); 1-2 years of prior customer service experience; position demands a person with an outgoing, service-oriented personality. It also requires general knowledge of bank operations, excellent communication and customer service skills and basic to advanced computer skills.

KNOWLEDGE, SKILLS, AND ABILITIES

• Position demands a person with a pleasant personality with an above average knowledge of fundamental arithmetic.
• Ability to adhere to Potomac Bank’s Core Values: Integrity, Teamwork, Growth, Customer Commitment, Community Focus
• Must have basic skills in operating a computer, printer, and copy machine.
• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
• Ability to operate standard office equipment, including coin sorter and currency counter.
• Ability to speak in a clear and understandable manner and write legibly.
• Ability to answer telephones and greet public in a friendly and courteous manner.
• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
• Ability to deal with problems involving several concrete variables in standardized situations.

SMOKE-FREE WORKPLACE

Potomac Bank is a 100% smoke-free company.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to stand; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee must regularly lift and/or move up to 10 pounds, frequently lift and/or move up to 25 pounds, and occasionally lift and/or move up to 50 pounds.

This job description is not designed to cover or contain a comprehensive listing of all duties/responsibilities that are required of position. Duties/responsibilities may change or be assigned at any time with or without notice.

Potomac Bank is an Equal Opportunity/Affirmative Action Employer

Potomac Bank supports a workforce of diversity, equity, inclusion, and accessibility