Banking Client Experience & Solutions Specialist

Atlantic Union Bank; Northern (KY); Hybrid; USD 24,000 - 37,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) plan

Paid time off

Wellness resources

Job summary

Atlantic Union Bank in Millersville, MD seeks a Client Services Representative to deliver best-in-class client experience, handling teller transactions and delivering solutions. This on-site role requires clear communication, cash handling, and the ability to cross-sell bank products while building long-term client relationships.

You will open new accounts, respond to inquiries, and collaborate with Mortgage, Investments, Business Banking, and other lines of business to meet client needs.

Qualifications

• 1+ year of experience in client service or a cross-trained teller position.
• Strong communication and interpersonal skills.
• Ability to handle multiple tasks with attention to detail and accuracy.
• Willingness to work on-site and adapt to varying shifts.

Responsibilities

• 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 and 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 including cash handling, balancing cash, identifying referral opportunities, and adhering to laws and regulations.

Skills

Client service experience

Cash handling

Cross-trained teller

Excellent communication

Education

High school diploma or GED

Job description

Atlantic Union Bank in Millersville, MD seeks a Client Services Representative to deliver best-in-class client experience, handling teller transactions and delivering solutions. This on-site role requires clear communication, cash handling, and the ability to cross-sell bank products while building long-term client relationships.

You will open new accounts, respond to inquiries, and collaborate with Mortgage, Investments, Business Banking, and other lines of business to meet client needs.