Specialist II - Floating Client Service Representative Ashton Branch

Atlantic Union Bank; Ashton (MD); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

401(k) plan

Medical, dental, vision

Paid time off

Job summary

Atlantic Union Bank is seeking a Universal Banker to deliver consistent client experiences across branch locations. You will process routine banking transactions, open accounts, and cross-sell bank products while maintaining compliance with policies.

2+ years of relevant experience and strong customer service skills are expected. The role supports sales and service activities with coaching for branch teams to meet performance goals.

Qualifications

• Typically requires 2+ years relevant experience.
• Basic knowledge of job procedures and tools may be needed.
• Vocational or technical education may be required.

Responsibilities

• Process routine banking transactions at teller window or on platform.
• Open new accounts and handle teller transactions.
• Engage in sales and service activities to cross-sell products.
• Resolve complex customer service issues and build relationships.
• Refer customers to other banking services as appropriate.
• Support branch teams and ensure compliance with policies.

Skills

Customer service

Sales

Communication

Team collaboration

Education

High school diploma or equivalent

Job description

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:

• Managing day-to-day branch service operations
• 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

Career Specialization Definition

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:

• Working under moderate supervision.
• 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

Physical/Environmental Requirements

• 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.