Client Service Representative I - Leesburg (Catoctin)

3 months ago
Job ID
# of Openings
Access National Bank

Position Summary

Under general supervision, but following established policies and procedures performs a broad-range of teller service functions. Including processing transactions, selling bank products and services.  Responds to questions and/or provides information upon request from customers (internal and external).  Processes requests/transactions, as appropriate.  Assist customers and potential customers in understanding and utilizing bank products and services.  Accurately and efficiently manages a cash drawer daily.

Essential Functions

  • Represents the bank to customers, non-customers and guests in person and by telephone in a courteous, professional manner.
  • Provides accurate information to customers regarding bank services, products, policies and procedures.
  • Provides general teller services and cross-sells bank products and services to customers.
  • Greets clients, calls them by name, and thanks them for their business.
  • Has overall knowledge and general understanding of bank services in order to provide information and assistance to members.
  • Tells customers about services offered by the bank; cross-sells services and makes referrals to other departments.
  • Is knowledgeable about bank policies and procedures related to the teller area. Is responsible for complying with these policies and procedures.
  • Is knowledgeable of ANBs’ security procedures and able to perform duties in the event of a robbery.
  • Is responsible for assigned cash drawer. Maintains and balances cash supply within limits set by the bank and follows related security procedures.
  • Receives, verifies, and receipts deposits, loan payments, and other miscellaneous receipts.
  • Cashes checks and accepts checks for deposit.
  • Log and process night drop deposits prior to branch opening.
  • Fax deposit confirmations to account holders.
  • Ensure security log is completed daily.
  • Daily Balancing of branch cash and bank deposits and scanning of teller work
  • Balance cash to Statement of Condition daily.
  • Exercises good judgment in dealing with customers and in performing job duties such as making recommendations to supervisor when presenting a transaction for approval.
  • Is responsible for accuracy in all phases of work.
  • Takes the initiative to strengthen job knowledge and to suggest ways to improve branch and services to customers.           
  • Answers telephone and directs calls to appropriate staff and/or responds to customer directly.
  • Demonstrate ANC’s core values: Innovation, Integrity, Efficiency, Tailored Service and Opportunity.
  • Performs other job related and administrative duties, as assigned.


  • High school diploma or equivalent (GED).
  • Minimum two (2) years' experience in a customer service position in a financial institution.
  • Previous telephone sales experience.
  • Previous teller or customer service experience required.
  • Excellent math ability and attention to detail.
  • PC proficient including Microsoft Office & the Internet.
  • Extensive telephone work involved.
  • Excellent interpersonal, analytical and problem-solving skills.
  • Ability to learn and sell bank products and services.
  • Ability to function in a financial institution branch environment and utilize standard office equipment including but not limited to: PC, fax, copier, telephone, postage machine, etc.
  • Must pass successful credit and background check.
  • Some travel required.


Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed