Job Description

Category
Operations
Position Type
Full-Time/Regular
Job Location
Washington, DC
Tracking Code
1060-948

GENERAL SUMMARY:

Establishes, retains and deepens relationships with new and existing clients. Provides quality service to internal and external clients through effective and professional written and verbal communication. Processes teller transactions and balances cash accurately and efficiently. Resolves basic service issues by maintaining a developed working knowledge of basic bank products and services while referring more complex requests to appropriate colleagues or departments. Possesses strong knowledge of the platform and teller systems. Proactively and reactively contacts clients to identify additional banking needs to strengthen client relationships and meet cross-sell goals. Serves as main point of contact for client problem resolution. Complies with policies, procedures, rules and regulations, and completes training requirements as warranted for the position.

MAJOR DUTIES AND RESPONSIBILITIES:

  • Consistently provides excellent customer service when opening deposit accounts, when servicing, performing account maintenance and establishing account related services.
  • Receive and accurately process deposits, withdrawals, and other financial related transactions (loan payments, cashier’s checks, etc) to customers. Accurately balance teller cash drawer and transactions daily and maintain high degree of accuracy with the processing of transactions.
  • Follow all policies and procedures as they pertain to the performance of the position (Teller Manual, Opening New Accounts, Security, BSA, etc).
  • Answer basic questions regarding EagleBank products and services. Responsible for recognizing and referring sales opportunities.
  • Ensures proper completion of CTR’s, balancing of the ATM, Night Drop deposits and balancing TCR as applicable.
  • Follows and remains current on all policies, procedures and applicable regulations that pertain to handling of customer accounts, security, compliance and internal control guidelines.
  • Responsible for contributing to assigned branch cross-sell and product sales and participates in outbound sales call activities.
  • Assist with daily Branch opening procedures to ensure that the branch is open on time and ready to conduct business. Assist with Branch closing procedures.
  • Assist BM/BSM with preparation of monthly audit package.
  • Assist with branch vault and cash supply, when applicable. Prepares, receives, and processes cash shipment per procedures, ensuring adequate currency supplies at all times
  • Assist with duties performed under dual control, customer inquiries , account research, check orders, etc. May act as back-up to vault custodian as needed.
  • Masters the use of TellerInsight, IBS, Deposit Origination and SRM processing.
  • Timely completion of required training.

Required Education/Experience:

  • High School Diploma or equivalent
  • 1 year cash handling
  • 2 years Platform/Opening/Servicing/Closing Accounts or equivalent internal EagleBank branch banking
Required Skills
  • General knowledge of banking products and services, particularly electronic banking services.
  • Solid understanding of computers and browser functionalities.
  • General knowledge of MS Office.
  • Highly motivated, self-driven individual who can operate with limited supervision and functions as a responsible team member and advisor to our customers.
  • Ability to view situations from a customer’s vantage point and deliver a friendly, empathetic communication style by telephone.
  • Must have the ability to multi-task in a fast paced environment and prioritize your focus on most impactful activities.
  • Strong organizational skills and attention to detail.
  • Ability to use proper grammar in written emails and letters in a clear and concise manner.
  • Strong analytical, critical thinking and problem solving skills.
  • The ability to lift up to 10 pounds.
  • Some travel may be required.
  • Demonstrates a commitment to Relationships F•I•R•S•T in all areas of job performance.
Required Experience
  • High School Diploma or equivalent required.
  • At least one (1) year of inbound call center and/or branch operations experience in a financial institution required.
  • Previous electronic banking experience preferred.

We are an equal opportunity employer. Employment selection and related decisions are made without regard to sex, race, age, disability, religion, national origin, color or any other protected class.

Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!

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