Universal Banker I

About the role

Potomac Bank is seeking a Universal Banker I who enjoys interacting with people, building lasting relationships, and gaining important financial skills. Key responsibilities include handling various banking transactions, promoting products, and providing excellent customer service.

Responsibilities

• Interact with the public and resolve their questions or concerns.
• Familiarize oneself with and promote bank products and services.
• Identify and recommend suitable retail products to customers.
• Handle customer complaints and take appropriate actions to resolve issues.
• Establish and maintain positive working relationships with colleagues, employees, and officials.
• Process deposits, withdrawals, and other transactions using the Teller Operational Policy & Procedures Manual.
• Balance cash drawers, count and balance cash in automated teller systems and night drop bags.
• Assist with ATM balancing duties and order client checks through Harland Clarke.
• Complete domestic wires forms and Currency Transaction Reports (CTRs).
• Oversee the issuance of cashier’s checks and money orders.
• Open and maintain consumer types of checking and savings accounts.
• Maintain a secure work area and adhere to bank policies and procedures.
• Operate standard office equipment and demonstrate basic computer skills.
• Communicate clearly and write legibly, and greet the public in a friendly manner.
• Apply common sense to solve problems and follow instructions.

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 a computer, printer, and copy machine.
• Ability to read and interpret documents and operate standard office equipment.
• Reasonable accommodations may be made for individuals with disabilities.