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 positionPrevious cash handling experience preferred Knowledge & Skills
Excellent customer service skillsExcellent oral and written communication skillsAbility to exercise sound business judgmentProficient computer skillsAbility to handle multiple tasks with attention to detailsFlexible, able to adapt to changeShifts may vary for each position offering, depending on business needAble to stand for extended periods of time and lift objects up to 30 poundsSome local travel possible We are proud to be an Equal Employment Opportunity employer.
We maintain a drug-free workplace.