Banking Client Services Pro: Service, Sales & Teller

Atlantic Union Bank; Silver Spring (MD); On-site; USD 25,000 - 36,000; Full time

Job summary

Atlantic Union Bank in Harrisonburg, VA is seeking a Client Service Representative to deliver exceptional client experiences, process teller transactions, and cross-sell bank products and services.

You will greet clients, answer questions, open new accounts, and coordinate with mortgage, investments, and business banking teams while adhering to BSA/AML guidelines. This is a full-time, on-site role with an hourly wage range.

Qualifications

• High school diploma or GED is required.
• 1+ year of client service or cross-trained teller experience preferred.
• Cash handling experience is a plus.

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.
• 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).
• Process transactions in person and via telephone/email, including loan payments, transfers, and address changes.
• Perform teller duties: balance cash, process basic cash transactions, identify referral opportunities, and ensure compliance with policies.

Skills

Excellent communication

Multi-tasking & accuracy

Customer service orientation

Education

High school diploma or GED

Job description

Atlantic Union Bank in Harrisonburg, VA is seeking a Client Service Representative to deliver exceptional client experiences, process teller transactions, and cross-sell bank products and services.

You will greet clients, answer questions, open new accounts, and coordinate with mortgage, investments, and business banking teams while adhering to BSA/AML guidelines. This is a full-time, on-site role with an hourly wage range.