Specialist II - Universal Banker (CSR)-Staples Mill

Atlantic Union Bank; Laurel (VA); On-site; USD 36,000 - 52,000; Full time

Job summary

Atlantic Union Bank's Branch Delivery team seeks a Universal Banker to deliver consistent client experiences across branches, manage daily operations, and ensure compliance with bank policies. You will handle routine transactions, open accounts, market products, and coach branch staff, while building relationships and referring services to meet performance goals.

This role emphasizes service quality, risk controls, and adherence to regulatory requirements, with comprehensive benefits and

Qualifications

• Typically requires 2+ years relevant experience
• May require vocational or technical training
• Strong customer service and sales orientation

Responsibilities

• Manage day-to-day branch service operations
• Support client transactions
• Coach and support branch teams to meet performance expectations
• Implement process improvements to strengthen service delivery
• Monitor operational controls to reduce risk and ensure compliance
• Open new accounts and handle teller transactions
• Market and cross-sell bank products and services
• Resolve complex customer service issues
• Refer customers to other banking services
• Other duties as assigned

Skills

Sales and service

Opening accounts

Teller transactions

Cross-selling

Customer service

Building rapport

Education

Vocational/technical education

Job description

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:

• 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

Career Level Definition

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.