Universal Banker

About the role

Potomac Bank is seeking a Universal Banker I who enjoys interacting with people, building lasting relationships, and gaining important financial skills. The ideal candidate should be a multi-tasker with strong organizational skills.

Responsibilities

• Interact with the public and resolve their questions or problems.
• Familiarize oneself with the bank's products and services and promote them.
• Identify and refer appropriate retail products to customers.
• Handle customer complaints and take appropriate actions to resolve them.
• Establish and maintain effective working relationships with colleagues and other departments.
• Process various transactions such as deposits, withdrawals, and loan payments.
• Manage safety deposit boxes and assist with ATM balancing duties.
• Open and maintain consumer checking and savings accounts.
• Complete domestic wire forms and issue cashier’s checks and money orders.
• Enter transactions into the computer system and generate receipts.
• Balance cash drawer and count coins and checks at the end of each shift.
• Operate automated teller systems and night drop bags.
• Oversee the issuance of client checks through Harland Clarke and complete Currency Transaction Reports (CTRs).
• Ensure security by maintaining proper currency amounts, securing negotiables, and adhering to bank policies.
• Multi-task under pressure and maintain a professional appearance.

Qualifications

• High school diploma or equivalent.
• 1-2 years of prior customer service experience.
• A pleasant personality with an outgoing, service-oriented nature.
• Basic to advanced computer skills.
• Knowledge of bank operations and excellent communication skills.
• Ability to adhere to Potomac Bank's Core Values: Integrity, Teamwork, Growth, Customer Commitment, Community Focus.
• Basic skills in operating office equipment and ability to read and interpret documents.
• Ability to communicate clearly and write legibly.
• Ability to answer telephones and greet the public courteously.
• Ability to solve problems using common sense and standard procedures.