Client Service Representative (McLean Branch)

Atlantic Union Bank; Virginia, McLean (MN, VA); On-site; USD 35,000 - 55,000; Full time

Job summary

Ein etabliertes Finanzinstitut sucht einen Client Services Representative, der für die Bereitstellung eines erstklassigen Kundenerlebnisses verantwortlich ist. In dieser abwechslungsreichen Rolle sind Sie der erste Ansprechpartner für Kunden und helfen ihnen bei der Nutzung unserer Produkte und Dienstleistungen. Sie werden neue Konten eröffnen, Transaktionen durchführen und eng mit anderen Abteilungen zusammenarbeiten, um den Bedürfnissen der Kunden gerecht zu werden. Wenn Sie eine Leidenschaft für Kundenservice haben und in einem dynamischen Umfeld arbeiten möchten, ist diese Position ideal für Sie.

Qualifications

• Mindestens ein Jahr Erfahrung im Kundenservice oder als Cross-Trainierter Kassierer.
• Vorherige Erfahrung in der Bargeldverwaltung ist von Vorteil.

Responsibilities

• Repräsentation der Bank gegenüber Kunden und Gästen in einem professionellen Rahmen.
• Öffnen neuer Konten und Bereitstellung von Informationen über Bankprodukte.

Skills

Kundenservice

Kommunikationsfähigkeiten

Bargeldverwaltung

Multitasking

Computerkenntnisse

Education

High School Diplom oder GED

Job description

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 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.

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.