Universal Banker - Floater

Burke & Herbert Bank & Trust•Richmond, VA
•$19 - $21•Hybrid

About The Position

This is a floater position with the Home Office located in Huguenot Road, North Chesterfield, Richmond VA. Under the direction of bank management, the Universal Banker performs a wide variety of duties between the teller line and the customer service desk. This includes opening and closing accounts, performing routine banking transactions, and other duties.

Requirements

  • High School Diploma or equivalent
  • Universal Banker must be comfortable and confident in a sales and service environment.
  • Universal Banker must be able to be part of a team and work closely with fellow Customer Service Tellers and Relationship Bankers.
  • Highly professional with good interpersonal and problem-solving skills.
  • Excellent computer, typing, and math skills required.
  • Highly organized and detail-oriented.

Nice To Haves

  • 2-3 years teller and/or new accounts experience preferred.

Responsibilities

  • Rotate between the teller line and the customer service desk.
  • Provide a superior customer service experience, based on all Service Beyond Expectations-Begins With Me pillars.
  • Perform routine banking transactions such as deposits, checks, payments, cash orders, coin processing, issuing official checks/money orders, etc.
  • Open Consumer and Business Bank Accounts including loans and deposits.
  • Assist clients in many aspects of their accounts including, but not limited to, account inquiries, online and mobile products and services, debit cards, account reconciliation, account maintenance, wire transfers, check orders, and overdraft assistance.
  • Open and/or assist with CDARS accounts/transactions and IRA accounts/transactions.
  • Equitably contribute to the branch attainment of sales and referral products goals by identifying and making referrals.
  • Adhere to all policy and procedures of the company.
  • Follow operational procedures including protecting customers, bank assets and bank security.
  • Accurately complete information on systems and forms to mitigate exposure while ensuring service delivery and quality.
  • Other duties as assigned.

Benefits

  • Bonuses or incentive pay, where applicable.
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