John Marshall Bank · 20 hours ago
Customer Service Representative II
Alexandria,VA,US
Full-time
Onsite
Entry Level
1+ years expJohn Marshall Bank is seeking a Customer Service Representative to join their team of qualified professionals. The main responsibility of this role is to provide prompt and accurate service in processing various teller transactions while engaging customers with their financial needs and promoting bank products and services.
BankingFinancial ServicesInsuranceProperty Management
No H1B
Responsibilities
Accurately handle, organize and count cash
Provide an exceptional service experience by engaging and establishing rapport with customers
Correctly process all types of customer transactions
Examine all cash and check endorsements to safeguard against acceptance of counterfeit bills and fraudulent items
Implement proper check cashing procedures
Place holds on accounts as approved by Branch Management and provides notices to customers
Successfully balance and complete end of day processes
Properly complete Currency Transactions Reporting
Verify customer’s identification following the Bank’s CIP procedures
Report any and all suspicious activity and behavior to appropriate supervisor
Successfully navigate and utilize OSI-DNA applications, and affiliated websites
Handle in-person and over-the-phone customer inquiries, requests and maintenance, following the Bank’s service standards
Maintain customer confidentiality at all times
Demonstrate a thorough understanding of teller security and compliance responsibilities to include robbery procedures
Remain current on Bank Policies and Procedures
Professionally answer the telephone and follows-up in a timely manner
Successfully promote and refer Bank products and services
Actively participate in Bank community involvement activities
Foster a positive and supportive team environment
Maintain a professional image and appearance at all times
Refer difficult customer situations to Branch Management
Refer prospects to the Bank’s partners
Prepare the daily Branch Settlement Log
Prepare and count cash shipments
Observe the appearance of the branch, report repairs and maintenance issues promptly
Assist in the training of new tellers
Complete on-going courses to maintain required compliance knowledge requirements
Open new accounts or perform other operational positions
Perform other duties as assigned
Qualification
Required
At least 1 year of experience in a bank branch setting
High School Diploma/GED required
Ability to multi-task and follow detailed instructions
Excellent communication and customer service skills
Ability to operate standard office equipment
Proficient computer skills
Preferred
Bachelors/Associates preferred
2 years of experience preferred
Benefits
Medical
Dental
401K Retirement Plan w/ an Employer Match
Vision
Employee Assistance Program
Flexible Spending
Transit Reimbursement
Long Term Care
Paid Time Off
Life and Disability Coverage
Company
John Marshall Bank
John Marshall Bank is a community bank that delivers tailored banking services and remarkable client experiences.
51-200 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2013-11-22IPO
Leadership Team
Charles Kapur
SVP / Director of Deposit Services
Christopher Mullings
Senior Vice President and Commercial Team Lead
Recent News
EIN Presswire
2025-10-23
Company data provided by crunchbase