Client Service Representative-Floater (Tysons Branch)

Atlantic Union Bank; Vienna (VA); On-site; USD 36,000 - 48,000; Full time

Job summary

Atlantic Union Bank in Vienna, VA seeks a Client Services Representative to deliver best-in-class client experience, handle sales/service solutions, and manage teller transactions.

You will greet clients, open accounts, cross-sell bank products, process transactions, and support branch goals, while complying with policies and regulatory requirements. Flexible shifts and local travel may be required.

Qualifications

• 1+ year of client service experience preferred.
• High school diploma or GED required.
• Cash handling experience preferred.
• Excellent customer service and communication skills.

Responsibilities

• Represent the Bank to clients in person, by phone or email.
• Greet clients and provide exceptional service in person and by telephone.
• Provide accurate information regarding bank products, policies and procedures.
• Open new Business and Consumer accounts and explain products/services.
• Refer client needs to other lines of business (e.g., Mortgage, Investments).
• Process transactions in person and by phone/email (payments, transfers, address changes).
• Perform teller duties: balance cash daily, identify referral opportunities, adhere to laws and policies.

Skills

Customer service

Excellent communication

Attention to detail

Proficient computer skills

Multitasking

Flexibility

Stand for long periods

Local travel

Education

High school diploma or GED

Job description

The position is an all-encompassing role which requires the teammate to deliver best-in-class client experience, sales/service solutions, as well as handle teller transactions. The Client Services Representative creates a positive client relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services.

Position Accountabilities

• 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, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures
  • Identify risk and elevate 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
• Perform other duties as assigned.

Organizational Relationship

This position reports to Branch location leadership.

Position Qualifications

Education & Experience

• 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.

Knowledge & Skills

• Excellent customer service skills.
• Excellent oral and written communication skills.
• Ability to exercise sound business judgment.
• Proficient computer skills.
• Ability to handle multiple tasks with attention to detail.
• Flexible, able to adapt to change.
• Shifts may vary for each position, depending on business need.
• Able to stand for extended periods of time and lift objects up to 30 pounds.
• Some local travel possible.

Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit‑sharing bonus program. General information on our comprehensive benefits package can be found at https://www.atlanticunionbank.com/about/careers/benefits.

We are proud to be an Equal Employment Opportunity employer. We maintain a drug‑free workplace.

Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.