Customer Service Representative (Teller/Universal Banker)

John Marshall Bank • Tysons, VA

2d

About The Position

John Marshall Bank is hiring a Teller or Universal Banker for its Tysons Branch. The role provides customer service while opening accounts and accurately handling routine and complex financial transactions. It combines operational excellence, regulatory compliance, and consultative sales to support branch performance and community growth. The role may require travel to other branch locations for training and coverage.

Requirements

• High school diploma or equivalent.
• At least 1 year of experience in a bank branch setting.
• Exceptional verbal communication and customer service skills.
• Critical-thinking ability to analyze customer profiles, uncover needs, and recommend tailored services.
• Strong basic math skills for calculating totals and balancing ledger logs.
• High attention to detail, including the ability to identify fraud and maintain strict confidentiality.
• Comfort navigating digital banking platforms, internal systems, and basic office software.
• Ability to travel to other branch locations for training and coverage as needed.

Nice To Haves

• Associate or bachelor's degree.
• 3–5 years of experience in a bank branch setting.

Responsibilities

• Build rapport and respond to inquiries from customers, peers, and internal and external partners.
• Process new accounts and standard or complex financial transactions, including wires, research requests, CD maturities, loan payments, and stop payments.
• Identify customer financial needs and cross-sell, promote, or refer appropriate banking products and services.
• Manage branch cash by counting balances, preparing secure cash shipments, and verifying end-of-day balances.
• Follow regulatory laws and bank compliance and safety guidelines, including Currency Transaction Reporting (CTR), Customer Identification Programs (CIP), and standardized procedures.
• Review cash and check endorsements to identify counterfeit bills or fraudulent items and mitigate operational and financial risk.
• Assist with coaching and supervising assigned teller activities and training new tellers.
• Support branch optimization by using bank digital platforms, assisting with general operations, and monitoring the physical facility.

Benefits

• Medical coverage
• Dental coverage
• 401(k) retirement plan with employer match
• Vision coverage
• Employee Assistance Program
• Flexible Spending
• Transit reimbursement
• Paid Time Off
• Life and disability coverage
• Long-term care coverage

What This Job Offers

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