Client Service Representative (Ghent)

Atlantic Union Bank; Norfolk (VA); On-site; USD 32,000 - 42,000; Full time

Job summary

Atlantic Union Bank in Norfolk, VA is seeking a friendly Teller/Bank Customer Service Associate to greet clients, provide information about products and services, and open new accounts. You will process transactions, balance cash, and refer customers to other bank lines; the role requires excellent communication, accuracy, and the ability to adapt to changing digital channels.

The position emphasizes courteous service, strong attention to detail, and the capacity to work in a team while

Qualifications

• High school diploma or GED required.
• 1+ year of client service or cross-trained teller experience preferred.
• 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.
• Open new Business and Consumer accounts and provide information to new and prospective clients by explaining and cross-selling Bank products and services.
• Process transactions in person and via telephone/email to include loan payments, account transfers, and address changes.
• Balance cash each day and perform teller duties as needed.
• Identify referral opportunities to contribute to branch goals and adhere to Bank policies and procedures.

Skills

Customer service

Communication

Attention to detail

Proficient computer skills

Multi-tasking

Adaptability

Education

High school diploma or GED

Tools

POS software

Job description

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 details
• Flexible, able to adapt to change
• Shifts may vary for each position offering, 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 by visiting 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.