Floating Universal Banker — Elevate Customer Experience

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

Benefits offered by this job

Medical

Dental

Vision

Life insurance

Disability coverage

Paid time off

401(k) retirement plan

Wellness resources

Job summary

Atlantic Union Bank in Ashton, MD is seeking a Specialist II - Floating Client Service Representative for the Ashton Branch. This on-site role focuses on delivering high-quality client experiences, processing frontline banking activities, and coaching branch teams to improve performance while maintaining regulatory compliance.

The position involves opening accounts, handling transactions, cross-selling products, resolving complex service issues, and contributing to process improvements.

Qualifications

• Typically requires 2+ years relevant experience
• May require vocational or technical training

Responsibilities

• Deliver high-quality, consistent client experiences across needed branch locations while ensuring operational excellence and adherence to bank policies and regulatory requirements.
• Respond to customers' needs by processing routine banking transactions at teller window or on the platform under minimal supervision, and provide flexibility of coverage for the branch.
• Engage in a broad range of sales and service activities to provide superior level of customer service and cross-sell bank products and services.
• Open new accounts, handle teller transactions, and refer customers to other banking services and personnel as appropriate.
• Identify and resolve complex customer service issues and implement process improvements that strengthen service delivery.

Job description

Atlantic Union Bank in Ashton, MD is seeking a Specialist II - Floating Client Service Representative for the Ashton Branch. This on-site role focuses on delivering high-quality client experiences, processing frontline banking activities, and coaching branch teams to improve performance while maintaining regulatory compliance.

The position involves opening accounts, handling transactions, cross-selling products, resolving complex service issues, and contributing to process improvements.