Specialist II - Universal Banker (CSR) Bethesda

Atlantic Union Bank; Bethesda (MD); Hybrid; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Coverage

401(k) Retirement Plan

Paid Time Off

Wellness Resources

Bonuses

Job summary

Atlantic Union Bank in Bethesda, MD seeks a Specialist II - Universal Banker (CSR) to deliver high-quality client experiences and perform frontline banking duties.

The role involves opening new accounts, processing routine transactions, marketing and cross-selling bank services, and resolving customer issues while ensuring compliance and service excellence.

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 objects up to 30lbs

Responsibilities

• Opening new accounts
• Handling teller transactions
• Marketing and cross-selling bank products and services
• Resolving complex customer service issues
• Using banking knowledge to identify sales opportunities
• Building rapport to engage prospects in banking relationships
• Referring customers to other banking services and personnel as appropriate
• Other duties as assigned

Skills

Customer service

Sales

Communication

Education

Vocational or technical training

Job description

Specialist II - Universal Banker (CSR) Bethesda

Job Category: Branch Banking

Requisition Number: SPECI010539

• Posted : September 17, 2026


• Full-Time


• On-site

Locations

Showing 1 location

Bethesda, MD 20814, USA

Description

Branch Delivery is responsible for delivering high-quality, consistent client experiences across 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.