Floating Universal Banker

2 weeks ago

Bethesda, MD, United States Presidential Bank Full time
Position Overview:

The Universal Banker is responsible for providing efficient and accurate transaction processing, delivering exceptional customer service, and supporting branch sales goals. This role combines the responsibilities of teller operations and customer service, including addressing routine inquiries, identifying customer needs, and making product and service referrals. The ideal candidate thrives in a team environment, actively contributes to branch goals, and demonstrates a strong commitment to client satisfaction.

Status: Full-Time (Non-Exempt)

Major Duties and Responsibilities:
  • Operates core banking systems with accuracy and efficiency while processing transactions using a associate cash drawer.
  • Balances assigned cash daily and strictly follows all cash handling and security procedures, maintaining sole control of assigned drawer and limits.
  • Complies with policies related to cash differences and controllable losses.
  • Verifies customer identification and documentation, confirms endorsements and payees, and obtains required supervisory approval for transactions above established cash limits or with special conditions such as stop payments or fund holds.
  • Follows all departmental and Bank-wide policies, procedures, and security protocols.
  • Prepares required Bank Secrecy Act (BSA) documentation including Currency Transaction Reports and Monetary Instrument Logs, and adheres to KYC, OFAC, and information security standards.
  • Contributes to achieving individual and branch performance goals by actively monitoring personal progress and following designated action plans.
  • Ensures consistent delivery of excellent customer service in alignment with the Bank's sales and service expectations.
  • Promotes and maintains positive relationships with all internal and external customers.
  • Stays up to date on Bank products and services and effectively communicates their benefits to clients.
  • Assists in opening and closing the branch as needed based on business needs, which may include working outside of regularly scheduled hours.
  • Collaborates with team members to maintain a supportive, efficient branch environment and actively contributes to group success by sharing knowledge, assisting with daily tasks, and providing coverage at other branch locations when needed.
Position Requirements:
  • Strong customer service orientation.
  • Prior experience in customer service is strongly preferred.
  • Sales-oriented professional demeanor with a strong focus on customer needs.
  • Excellent verbal and written communication skills; bilingual in Spanish or another language is a plus.
  • Experience handling cash or financial transactions is preferred.
  • Proficiency in Microsoft Office (Word, Excel) required.
  • Working knowledge of core banking systems is a plus.
  • Strong attention to detail with a commitment to professionalism and confidentiality.
  • Flexibility to adjust work schedule based on branch need.

This level of knowledge is normally acquired through 4-6 years of banking experience. One or more years of managerial experience a plus but not required.

  • WR RN

    3 days ago

    Bethesda, MD, United States Insight Global Full time

    Insight Global is searching for a Registered Nurse that will be responsible for preparing patients for treatments/surgeries, delivering intensive care to critically ill pediatric PICU patients with medical/surgical conditions, evaluating post-procedural care, and monitoring for life-threatening issues by assessing vital signs, labs, and deviations from...

  • DSP, Community Living Services/Residential

    2 days ago

    Bethesda, MD, United States Ardmore Full time

    Do you enjoy helping others reach their full potential? Do you enjoy having fun at work and doing recreational activities? Are you motivated by personal enrichment? Do you want to work for an amazing organization! If you are interested in this unique opportunity and fulfilling career, then becoming a Direct Support Professional (DSP) is the perfect job for...

  • DSP, Community Living Services/Residential

    3 hours ago

    Bethesda, MD, United States Ardmore Full time

    Do you enjoy helping others reach their full potential? Do you enjoy having fun at work and doing recreational activities? Are you motivated by personal enrichment? Do you want to work for an amazing organization! If you are interested in this unique opportunity and fulfilling career, then becoming a Direct Support Professional (DSP) is the perfect job for...

  • Universal Banker

    17 hours ago

    Bethesda, United States Maryland Staffing Full time

    Part Time Universal BankerProvide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on...

  • Pipeline Universal Banker- Washington DC branches

    5 days ago

    Bethesda, United States M&T Bank Full time

    Thank you for your interest in joining our team!You are applying to a for our Washington DC branches. This is not for a specific open position, but rather a way for us to keep your information on file and consider you when a suitable role becomes available.Because this is part of our ongoing talent sourcing process, it may take longer than usual to receive...

  • Pre-MBA Private Equity Associate

    7 days ago

    Bethesda, United States Northlane Capital Partners Full time

    Northlane Capital Partners ("NCP") is a lower middle market focused private equity firm that invests in growing, highly profitable companies throughout North America. Based outside of Washington, D.C. in Bethesda, MD, our founding partners have worked together since 2003. We are currently managing over $1 billion and investing from our latest $750M fund,...

  • WR RN

    1 week ago

    Bethesda, United States Maryland Staffing Full time

    Registered Nurse Insight Global is searching for a Registered Nurse that will be responsible for preparing patients for treatments/surgeries, delivering intensive care to critically ill pediatric PICU patients with medical/surgical conditions, evaluating post-procedural care, and monitoring for life-threatening issues by assessing vital signs, labs, and...

  • WR RN

    2 weeks ago

    Bethesda, United States Insight Global Full time

    Insight Global is searching for a Registered Nurse that will be responsible for preparing patients for treatments/surgeries, delivering intensive care to critically ill pediatric PICU patients with medical/surgical conditions, evaluating post-procedural care, and monitoring for life-threatening issues by assessing vital signs, labs, and deviations from...

  • Senior Research Associate – Literacy Instruction

    1 week ago

    Bethesda, United States Westat Full time

    MD - Bethesda Senior Research Associate – Literacy Instruction 29098BR Job Description Westat is seeking a Senior Research Associate to join our Education Studies Practice, supporting our Comprehensive Center teams. This role is designed for a skilled professional with strong expertise in literacy instruction and demonstrated success partnering with...

  • DSP, Community Living Services/Residential

    2 weeks ago

    Bethesda, Maryland, United States ardmore enterprises Full time

    Do you enjoy helping others reach their full potential?Do you enjoy having fun at work and doing recreational activities?Are you motivated by personal enrichment?Do you want to work for an amazing organizationIf you are interested in this unique opportunity and fulfilling career, then becoming a Direct Support Professional (DSP) is the perfect job for youThe...

  • DSP, Community Living Services/Residential

    4 days ago

    Bethesda, Maryland, United States ardmore enterprises Full time

    Do you enjoy helping others reach their full potential?Do you enjoy having fun at work and doing recreational activities?Are you motivated by personal enrichment?Do you want to work for an amazing organizationIf you are interested in this unique opportunity and fulfilling career, then becoming a Direct Support Professional (DSP) is the perfect job for youThe...

  • Real Estate Associate

    5 days ago

    Bethesda, United States Pacific Life Full time

    Real Estate AssociateProviding for loved ones, planning rewarding retirements, saving enough for whatever lies ahead our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate pushing one another to transform not just Pacific Life, but the...