Specialist II - Floating Client Service Representative Ashton Branch

Atlantic Union Bank; Ashton (MD); On-site; USD 52,000 - 67,000; Full time

Benefits offered by this job

Benefits package

Incentive/bonus opportunities

Job summary

Atlantic Union Bank is seeking a Specialist II - Floating Client Service Representative for the Ashton Branch to deliver consistent client experiences and ensure operational excellence across branch locations.

You will support routine transactions, open accounts, and cross-sell bank products while coaching branch teams to meet performance goals and maintain compliance with policies.

This on-site, full-time role requires 2+ years of relevant experience and offers a comprehensive benefits package.

Qualifications

• Typically requires 2+ years relevant experience.
• May require vocational or technical training.
• Must be able to stand for extended periods of time and lift up to 30lbs.

Responsibilities

• Deliver high-quality client experiences across needed branch locations while ensuring operational excellence and regulatory compliance.
• Support client transactions and ensure accurate, timely execution of frontline banking activities.
• Coach and support branch teams to meet performance expectations.
• Implement process improvements to strengthen service delivery.
• Monitor operational controls to reduce risk and maintain compliance.
• Open new accounts and handle teller transactions; market and cross-sell bank products and services.
• Refer customers to other banking services and bank personnel as appropriate.

Job description

Specialist II - Floating Client Service Representative Ashton Branch

Job Category: Branch Banking

Requisition Number: SPECI010477

• Posted : September 2, 2026
• Full-Time
• On-site

Locations

Showing 1 location

Ashton, MD 20861, USA

Description

Responsible for delivering high-quality, consistent client experiences across needed branch locations while ensuring operational excellence and adherence to bank policies and regulatory requirements. Activities may include:

• Supporting client transactions
• Ensuring accurate and timely execution of all frontline banking activities
• Coaching and supporting branch teams to meet performance expectations
• Implementing process improvements that strengthen service delivery
• Monitoring operational controls to reduce risk and maintain compliance

The Universal Banker role:

• Responds to customers' needs by processing routine banking transactions at teller window or on the platform under minimal supervision, and provides flexibility of coverage for the branch.
• Engages in broad range of sales and service activities to provide superior level of customer service.
  Responsibilities include, but not limited to:
• Opening new accounts
• Handling teller transactions
• Marketing and cross-selling bank products and services
• Resolving complex customer service issues
• Utilizes banking knowledge to identify additional sales and service opportunities
  Builds rapport to engage prospects in a banking relationship and enhance existing customer relationships
• Refers customer to other banking services and other bank personnel as appropriate
• Other duties as assigned

Requires basic knowledge of job procedures & tools obtained through work experience and may require vocational or technical education. Responsibilities typically include:

• Problems are typically of a routine nature, but may at times require interpretation or deviation from standard procedures.
• Communicates information that requires some explanation or interpretation.

Knowledge & Experience

• Typically requires 2+ years relevant experience
• May require vocational or technical training
• Must be able to stand for extended periods of time & lift objects up to 30lbs

Compensation offered will be based on a variety of factors, including but not limited to education, work experience, skills, certifications, and geographic location, etc.

Eligible teammates may participate in a comprehensive benefits package that includes medical, dental, vision, life insurance, disability coverage, paid time off, retirement savings through a 401(k) plan, wellness resources, and other programs designed to support teammates' health and financial well-being, subject to plan terms and eligibility requirements. In addition, certain positions may be eligible for incentive compensation, bonuses, or other variable compensation, subject to applicable plans and performance criteria. General information on our comprehensive benefits package can be found by visiting Employee Benefits | Banking Career Benefits | Atlantic Union Bank

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.