Client Coordinator
Reports To: Director of Wealth and InvestmentsFLSA Status: Non-Exempt ESSENTIAL DUTIES AND RESPONSIBILITIES Client Service• Provides initial contact, within department reception area, with all visitors.• Demonstrates a professional, friendly, and positive tone for the department.• Continuously demonstrates a helpful, friendly attitude and is committed to providing excellent client service. Serves as a model of excellent client service to other employees.• Ability to interact (in person, phone, and
Potomac Bank
Universal Banker I (full and part-time available)
Reports To: Branch Manager/Assistant Branch ManagerFLSA Status: Non-Exempt SUMMARYResponsible for a broad range of teller transaction processing, referring bank products and services while providing friendly customer service and playing a vital role in delivering an exceptional customer experience. ESSENTIAL DUTIES AND RESPONSIBILITIES Customer Service• Ability to interact with the public and deal effectively with their questions or problems.• Familiar with the Bank’s products and services.• Looks for
Potomac Bank
Client Care Center Specialist
Reports To: Deposit Operations Manager FLSA Status: Non-Exempt General Statement of Duties: A Client Care Center Specialist will have a passion for providing an Amazing Client Experience by supporting existing and potential clients through phone and electronic points of contact. A Client Care Center Specialist will answer questions, offer problem resolution, and troubleshoot digital programs all in a fast-paced, client-focused environment. ESSENTIAL DUTIES AND RESPONSIBILITIESClient Service• Ability
Potomac Bank