Customer Service Representative II (Universal Banker)
On-siteArlington, Virginia, United States
Arlington, Virginia, United StatesOn-siteFull TimeMid LevelHigh School Or EquivalentSmall
Full TimeMid LevelHigh School Or EquivalentSmall
Job Summary
Handles new accounts and complex financial transactions, cross-sells banking products, ensures regulatory compliance, and supervises teller activities to support branch performance at John Marshall Bank. Delivers exceptional customer experiences by responding to inquiries, processes wires, research requests, CD maturities, loan payments, stop payments, and standard transactions, mitigates risk through CTR/CIP compliance and fraud detection, coaches teller staff, and leverages digital banking platforms to optimize branch operations.
Required Qualifications
- High school diploma or equivalent
- 1 year experience in a bank branch setting
- Associate or bachelor’s degree (preferred)
- 3-5 years of experience in a bank branch setting (preferred)
- Exceptional verbal communication and customer service skills
- Critical thinking to analyze customer profiles and uncover hidden needs
- Math Proficiency: Strong basic math skills for calculating totals and balancing ledger logs
- High attention to detail with the ability to spot fraud and maintain strict confidentiality
- Technical Literacy: Comfort navigating digital banking platforms, internal systems, and basic office software
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