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Job description
Description
The position is an all-encompassing role which requires the teammate to deliver best in class client experience, sales/service solutions, as well as handle teller transactions. The Client Services Representative creates a positive client relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services.
Position Accountabilities
Represent the Bank to clients, prospects and guests in person, by telephone or by email in a courteous, professional manner.
Greet and provide exceptional service in person and by telephone/email.
Provide accurate information regarding Bank services, products, policies and procedures.
Open new Business and Consumer accounts and provide information to new and prospective clients by explaining and cross-selling Bank products and services.
Partner with other lines of business to identify/refer client needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management)
Complete forms and other required documents and follow Bank policies and procedures.
Process transactions in person and via telephone/email to include loan payments, account transfers, and address changes.
Perform all duties of a Teller to include: Provide excellent client experience
Perform basic client and cash transactions
Balance cash each day
Identify referral opportunities to contribute to branch goals
Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures
Identify risk and escalate concerns through proper channels
Develop and maintain knowledge of bank products, services, including other lines of business
Ability to learn and adapt to changing digital channels
Perform other duties as assigned.
Organizational Relationship
This position reports to Branch location leadership.
Position Qualifications
Education & Experience
High school diploma or equivalent (GED).
One (1) or more years of experience in a client service and/or a cross-trained teller position
Previous cash handling experience preferred
Knowledge & Skills
Excellent customer service skills
Excellent oral and written communication skills
Ability to exercise sound business judgment
Proficient computer skills
Ability to handle multiple tasks with attention to details
Flexible, able to adapt to change
Shifts may vary for each position offering, depending on business need
Able to stand for extended periods of time and lift objects up to 30 pounds
Some local travel possible
Compensation offered will be based on a variety of factors, including but not limited to education, work experience, skills, certifications, and geographic location, etc.
Eligible teammates may participate in a comprehensive benefits package that includes medical, dental, vision, life insurance, disability coverage, paid time off, retirement savings through a 401(k) plan, wellness resources, and other programs designed to support teammates' health and financial well-being, subject to plan terms and eligibility requirements. In addition, certain positions may be eligible for incentive compensation, bonuses, or other variable compensation, subject to applicable plans and performance criteria. General information on our comprehensive benefits package can be found by visiting Employee Benefits | Banking Career Benefits | Atlantic Union Bank
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.