Branch Banking Pro: Customer Experience & Sales Expert

Atlantic Union Bank; Beltsville (MD); On-site; USD 42,000 - 64,000; Full time

Job summary

Atlantic Union Bank seeks a Universal Banker to deliver best-in-class customer experience, handle teller transactions, and drive sales. You will build relationships, promote bank products, and collaborate with other lines of business. The role requires strong communication, cash handling, and compliance with bank policies.

You will engage customers, educate on digital tools, and contribute to branch growth through proactive referrals and service-to-sales opportunities.

Qualifications

• NMLS registration or ability to obtain it.
• High school diploma or equivalent; associate’s degree preferred.
• Minimum 1 year in banking or financial services.
• Experience developing customer relationships and meeting sales goals.
• Customer service experience required.
• Teller experience preferred; cash handling experience preferred.

Responsibilities

• Create customer loyalty through needs based conversations to deliver a differentiated experience.
• Develop knowledge of bank products and services across lines of business.
• Proficient with digital channels and educate customers on tools like Online/Mobile Banking.
• Drive proactive sales conversations and scheduling appointments.
• Acquire new customers while deepening existing relationships.
• Identify and close sales opportunities to meet branch goals.
• Refer customers to Mortgage, Investments, Business Banking, and other lines.
• Perform teller functions and cash transactions; balance cash daily.
• Adhere to laws, regulations, and BSA/AML policies; manage risk.
• Complete training and perform other duties as assigned.

Skills

Customer relationship building

Sales / production goals

Communication skills

Lending knowledge

Cash handling

Adaptability

Education

NMLS registration

High school diploma or equivalent

Associate’s degree preferred

Job description

Atlantic Union Bank seeks a Universal Banker to deliver best-in-class customer experience, handle teller transactions, and drive sales. You will build relationships, promote bank products, and collaborate with other lines of business. The role requires strong communication, cash handling, and compliance with bank policies.

You will engage customers, educate on digital tools, and contribute to branch growth through proactive referrals and service-to-sales opportunities.