Banking Client Services & Sales Specialist

Atlantic Union Bank; Millersville (MD); On-site; USD 50,650,219 - 76,024,233; Full time

Job summary

Atlantic Union Bank is seeking a Client Services Representative to deliver exceptional service at our Millersville branch. You will greet customers, assist with transactions, open accounts, and cross-sell bank products, while upholding policy and compliance standards.

Ideal candidates have a high school diploma and at least one year in client service or teller roles, with strong communication and cash-handling skills. This on-site role requires standing for extended periods.

Qualifications

• 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

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/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; Identify risk and escalated 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.

Skills

Customer service

Cash handling

Communication

Multitasking

Education

High school diploma or equivalent

Job description

Atlantic Union Bank is seeking a Client Services Representative to deliver exceptional service at our Millersville branch. You will greet customers, assist with transactions, open accounts, and cross-sell bank products, while upholding policy and compliance standards.

Ideal candidates have a high school diploma and at least one year in client service or teller roles, with strong communication and cash-handling skills. This on-site role requires standing for extended periods.