Customer Service Representative Floater - MD/DC

EagleBank • Potomac, MD

9d • Onsite

About The Position

EagleBank’s Customer Service Representative Floater establishes, retains, and deepens relationships with new and existing clients. The role provides professional service to internal and external clients, processes teller transactions, balances cash, and resolves basic service issues. The representative maintains knowledge of bank products and services, refers complex requests to appropriate colleagues or departments, and serves as a main point of contact for client problem resolution. The position also involves proactively and reactively contacting clients to identify additional banking needs and meet cross-sell goals, while complying with bank policies, procedures, rules, regulations, and training requirements.

The position is based at a home branch and provides coverage as needed at branches in Shady Grove, Park Potomac, Twinbrook, Silver Spring, Bethesda, Chevy Chase, Gallery Place, K Street, and McPherson. Coverage may be required at any branch with minimal notice, so reliable private transportation is critical. The position is fully onsite and involves face-to-face interaction. After six months in the floating pool, employees may apply to other positions.

EagleBank describes itself as a values-driven organization focused on meaningful customer relationships, inclusion, equity, respect, employee growth, and wellbeing. Its Community Banking division includes the branch network and Customer Care Center, supporting the business and personal finances of people who own businesses in the DMV region. Services include commercial client account setup and maintenance, cash management products, and in-person assisted and automated transaction services.

Requirements

• Personal vehicle required.
• High school diploma or equivalent.
• One year of cash-handling experience.
• Two years of platform, account opening/servicing/closing experience, or equivalent internal EagleBank branch banking experience.
• Knowledge of platform and teller systems.
• Professionalism with internal and external customers.
• Knowledge of deposit products and services.
• Knowledge of banking regulations, policies, and procedures.
• Basic knowledge of MS Office products.

Responsibilities

• Establish, retain, and deepen relationships with new and existing clients.
• Provide quality service to internal and external clients through effective, professional written and verbal communication.
• Process teller transactions and balance cash accurately and efficiently.
• Resolve basic service issues using working knowledge of bank products and services, and refer more complex requests to appropriate colleagues or departments.
• Maintain strong knowledge of platform and teller systems.
• Proactively and reactively contact clients to identify additional banking needs, strengthen relationships, and meet cross-sell goals.
• Serve as the main point of contact for client problem resolution.
• Comply with policies, procedures, rules, and regulations, and complete required training.
• Cover the assigned base branch and other MD/DC branches as needed.

Benefits

• Maternity and parental leaves.
• Wellness discounts.
• Healthcare premium sharing.
• Employer funding in an HSA account.
• 100% 401(k) matching up to 4%.
• Additional premium pay and mileage reimbursements beyond regular commuting.
• Resource groups, mentorship programs, community service, and scholarship opportunities for continued education.

What This Job Offers

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