Demo

Universal Banker

Freedom Bank
Manassas, VA Full Time
POSTED ON 2/27/2025
AVAILABLE BEFORE 4/24/2025

Description

The Universal Banker is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner.


The successful candidate will demonstrate:

  1. Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation
  2. Customer Service Skills: Demonstrates professionalism and empathy in customer interactions
  3. Adaptability: Has the ability to learn and adapt quickly to new information and technology
  4. Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships
  5. Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently
  6. Agility: Able to process information and move quickly through problem resolution

Essential Functions:

  • Engaging customers in conversation to understand their banking needs and preferences.
  • Processing transactions accurately and efficiently.
  • Providing assistance with account service needs.
  • Facilitating customer awareness and education of bank services, including digital banking capabilities.
  • Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs.
  • Employs problem-solving skills and sound judgment and recommends appropriate solutions to resolve customer problems, concerns, requests.
  • Performs client transactions such as the accepting of deposits and payments, disbursing of cash, issuing of official checks, preparing of currency transaction reports and placing stop payments.
  • Performs all duties associated with opening, maintaining and closing all types of client deposit accounts and assisting with optional account services, including stop payments, wire transfers, check orders and debit card requests.
  • Develops and maintains knowledge of bank products and services.
  • Participates in sales outreach strategies including outbound calling to achieve individual and team goals for deposit growth and referrals to our business line partners.
  • Represents and participates in community events sponsored by the Bank.
  • Maintains proficiency in digital channel technology and possesses the ability to educate clients.
  • Identifies risk and escalate concerns through proper channels.
  • Completes and passes all required BVS classes on time.
  • Maintains security of cash drawer.
  • Adheres to all bank and regulatory policies and procedures specific to position.
  • Performs other duties as assigned.


Requirements

  • High School Diploma or equivalent required, Bachelor's degree a plus.
  • Minimum of three (3) years of previous professional level of customer contact and service working experience or minimum of two (2) years of prior working experience in a Banking environment, preferably in a branch is required.
  • Strong interpersonal skills with ability to build relationships.
  • Prior experience in handling and being accountable for money is required.
  • Excellent customer service skills.
  • Strong oral and written communication skills.
  • Competence to exercise sound business judgement.
  • Proficient computer skills.
  • Capability to handle multiple tasks with attention to detail.
  • Ability to work independently or as a member of a team.
  • Expertise in retail banking, relationship sales, and extensive knowledge of bank products and applicable federal and state laws and regulations.
  • High level of client service with the ability to be a self-starter and be comfortable interacting with external clients, centers of influence, and internal partners.
  • Must be able to excel in developing strong, trusting relationships and work well under tight deadlines with multiple priorities.
  • Excellent written and verbal communication skills, strong attention to detail and follow through.

Freedom Bank is an Equal Opportunity /Affirmative Action Employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, and veteran or disability status. If you are disabled and need assistance in the application process, please email hr@freedom.bank

 

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Universal Banker?

Sign up to receive alerts about other jobs on the Universal Banker career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$34,477 - $41,836
Income Estimation: 
$38,552 - $46,597
Income Estimation: 
$74,629 - $118,064
Income Estimation: 
$80,252 - $127,153
Income Estimation: 
$99,661 - $137,425
Income Estimation: 
$34,477 - $41,836
Income Estimation: 
$38,552 - $46,597
Income Estimation: 
$41,229 - $54,149
Income Estimation: 
$47,314 - $59,730
Income Estimation: 
$49,077 - $63,474
Income Estimation: 
$55,807 - $75,355
Income Estimation: 
$74,629 - $118,064
Income Estimation: 
$74,518 - $109,554
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Freedom Bank

Freedom Bank
Hired Organization Address Fairfax, VA Full Time
Description Overseeing daily deposit operations, ensuring accurate and timely processing of customer transactions. Super...
Freedom Bank
Hired Organization Address Fairfax, VA Full Time
Description The primary responsibility will be to conduct thorough analysis of financial statements and assessment of ne...
Freedom Bank
Hired Organization Address Reston, VA Full Time
Description The Universal Banker is responsible for processing transactions and other customer service requests in the b...
Freedom Bank
Hired Organization Address Fairfax, VA Full Time
Description The Freedom Bank Commercial Credit Internship Program is an 6-week program, June 23rd - August 1st , designe...

Not the job you're looking for? Here are some other Universal Banker jobs in the Manassas, VA area that may be a better fit.

Universal Banker

Freedom Bank, Reston, VA

Universal Banker

United Bank, Manassas, VA

AI Assistant is available now!

Feel free to start your new journey!