Banking Associate

First Bank • Stephens City, VA

23h • Onsite

About The Position

The Banking Associate I provides accurate, efficient transaction processing and high-quality customer service at the branch level while actively supporting business growth. This role requires demonstrated sales and service excellence and a commitment to career progression. Incumbents are expected to develop the skills and meet performance expectations necessary to be promoted to Banking Associate II within 12–18 months (timing subject to performance and business needs).

Requirements

• High school diploma or equivalent; associate degree or relevant coursework preferred.
• Proven track record of meeting sales targets and delivering excellent customer service.
• Strong numeric accuracy and cash-handling skills.
• Ability and willingness to participate in development activities and take on responsibilities required for advancement to Banking Associate II.
• Excellent verbal and written communication skills.
• Customer-focused with strong interpersonal skills and ability to build rapport quickly.
• Results-oriented: goal-driven, organized, and able to prioritize tasks in a fast-paced environment.
• Adaptable, coachable, and committed to continuous learning and career growth.
• Proficient with banking systems and standard office software.

Nice To Haves

• Associate degree or relevant coursework preferred.

Responsibilities

• Deliver timely, accurate processing of all customer transactions
• Maintain established teller cash drawer and vault limits and adhere to the work quality standards as outlined in the Teller Balancing Standards
• Assist customers with account maintenance, service issues, and inquiries
• Build customer relationships through consultative service, identify customer needs, and proactively recommend appropriate products and services
• Meet or exceed monthly and quarterly sales targets and cross-sell goals established for the branch
• Maintain high service standards and achieve customer satisfaction/service quality metrics (e.g., service-level Key Performance Indicators (KPI’s)
• Participate in onboarding, training, and development activities designed to build competencies required for promotion to Level II. All may require travel
• Support branch operations, including cash handling, balancing, and compliance with policies and procedures
• Resolve customer issues promptly and escalate complex cases to management as required
• Maintain up-to-date product knowledge and follow regulatory, security, and confidentiality requirements
• Be flexible and adaptable to frequently changing environments, particularly important for Banking Associates who often work outside of their home branches
• Attendance: Reporting to work on time and on scheduled day at your scheduled location
• Work collaboratively with branch colleagues and cross functional teams to coordinate service delivery, resolve customer and operational issues, implement bank initiatives, and share best practices to support branch and over all bank goals
• Perform branch specific tasks as defined by the Banking Center Manager or the Assistant Banking Center Manager
• Process loose coins and maintain the coin machine (if applicable)
• Facilitate cash shipments/orders
• Assist in balancing vault and ATM cash
• Order branch supplies as required by branch activities
• Assist customers in entering their safe deposit boxes
• Log activity and customer interaction in Synapsys
• Liaison to special projects

Benefits

• Computer/Software training
• Product specific training
• Quality customer service, including telephone etiquette.
• Bank security
• Regulation CC (Procedures for placing holds on checks)
• HR training
• Bank Secrecy Act
• Privacy Act
• Other compliance training as assigned
• Developmental Training to advance in career
• Fraud-detection training and incorporate fraud prevention practices into daily responsibilities
• Complete training on and strictly adhere to the banks check endorsement procedures- including but not limited to, ensuring proper endorsement placement, verifying payee identity, applying required stamps/signatures, and maintaining documentation to protect against check fraud

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED