Branch Universal Banker: Customer Growth & Service

Atlantic Union Bank; Leesburg (VA); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Benefits package including medical, d.

401(k) and retirement savings

Paid time off

Job summary

Atlantic Union Bank in Leesburg, VA is seeking a Universal Banker to deliver best-in-class customer experience while handling teller transactions and driving sales through needs-based conversations. This role emphasizes relationship building, product knowledge across lines of business, and proficiency with digital banking tools.

The position requires cash handling, excellent communication, and the ability to educate customers on banking solutions.

Qualifications

• Possess or be able to obtain an NMLS registration
• High school diploma or equivalent required, associate's degree preferred
• Minimum of 1 year experience in banking or financial services preferred
• Minimum of 1 year developing customer relationships, achieving sales/production goals, and building referral sources preferred
• Previous cash handling experience preferred
• Teller experience strongly preferred
• Customer service experience required
• Lending experience preferred

Responsibilities

• Create customer loyalty through needs based conversations to deliver a differentiated customer experience
• Develop and maintain knowledge of bank products, services, including other lines of business
• Proficiency in digital channel technology and ability to educate customers (e.g., Zoom, Appointment Scheduler Tool, Docu Sign, GRO, Online Banking, Mobile Banking, ATM Banking)
• Drive proactive sales conversations through internal and external interactions including outbound calling, service to sales, teller interactions and appointment setting
• Acquire new customers through prospecting efforts while maintaining and deepening existing customer relationships
• Strong individual sales/referral skills to identify and close sales opportunities to contribute to personal and branch sales goals
• Promote the branch's growth through development and retention of new and existing customers
• Partner with other lines of business to identify/refer customer needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management)
• Uncover and provide solutions for lending needs
• Serve as a contact for customer problem resolution regarding deposit, credit, and other products and services
• Review individual performance via scorecard and other resources and make necessary adjustments to meet sales performance goals
• Perform teller functions and cash transactions
• Balance cash each day
• Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures
• Manage risk through adherence to all policies and procedures, demonstrating sound judgement within established limits
• Perform complex branch operational duties as assigned
• Ensure that all required training is successfully completed
• Other duties as assigned

Skills

Customer service

Sales experience

Communication

Computer skills

Multi-tasking

Adaptability

Education

High school diploma or equivalent

Associate's degree preferred

Tools

Zoom

DocuSign

Online Banking

Mobile Banking

ATM Banking

Job description

Atlantic Union Bank in Leesburg, VA is seeking a Universal Banker to deliver best-in-class customer experience while handling teller transactions and driving sales through needs-based conversations. This role emphasizes relationship building, product knowledge across lines of business, and proficiency with digital banking tools.

The position requires cash handling, excellent communication, and the ability to educate customers on banking solutions.