Client Service Representative (Gloucester)

Atlantic Union Bank; Gloucester (VA); On-site; USD 30,000 - 40,000; Full time

Job summary

Atlantic Union Bank is looking for a Client Service Representative in Gloucester to provide exceptional service to clients and handle transactions. Responsibilities include opening accounts, processing transactions, and maintaining client relationships. Ideal candidates should possess strong communication and customer service skills along with a high school diploma or GED.

Qualifications

• Experience in client service and/or cross-trained teller position.
• Previous cash handling experience preferred.

Responsibilities

• Deliver best in class client experience and handle teller transactions.
• Open new business and consumer accounts, provide information regarding bank services.
• Process transactions and adhere to compliance with bank policies.

Skills

Customer service

Communication

Business judgment

Attention to detail

Flexibility

Education

High school diploma or equivalent (GED)

One (1) or more years of client service experience

Job description

Client Service Representative (Gloucester)

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Client Service Representative (Gloucester)

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Join to apply for the Client Service Representative (Gloucester) role at Atlantic Union Bank

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 escalate 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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Banking

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