Treasury Management Client Services Representative

Atlantic Union Bank; Waldorf (MD); A distancia; USD 45.000 - 65.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Wellness resources

Descripción de la vacante

Atlantic Union Bank is seeking a Treasury Management Client Services Representative to handle both in-bank and remote customer service tasks. The role includes providing quotes, processing orders, and delivering exceptional support within a wholesale banking context.

This full-time position in Waldorf, MD offers opportunities to work across in-person and virtual channels, with a focus on regulatory compliance and cross-functional coordination to resolve client inquiries efficiently.

Formación

• 2+ years of relevant experience.
• Vocational or technical training may be required.
• Basic knowledge of job procedures and tools gained through work experience.
• NMLS registration may be required.

Responsabilidades

• In-person customer service at the bank or service desk.
• Remote/virtual customer service via phone, email, online chat, or text.
• Provide pre- and post-sales support, including quotations and sales order processing.
• Support banking branch operations and general banking services.

Conocimientos

Customer service experience

Communication skills

Problem solving

Educación

Vocational or technical training

NMLS registration (may be required)

Herramientas

NMLS registration

Descripción del empleo

If you are a job seeker with a disability and require a reasonable accommodation to apply for one of our jobs, you will find the contact information to request the appropriate accommodation by visiting the following our Accessibility Accomodation for Applicants page.

Treasury Management Client Services Representative

• Posted on November 3, 2026

Locations

Showing 1 location

Waldorf, MD 20601, USA

• Remote
• Wholesale Banking
• Full-Time
• Requisition #: TREAS010681

Description

The Customer Service group is responsible for the management or provision of technical and/or non-technical customer service. Activities may include-

• In-person customer service, such as in-bank greeting, customer service desk operations, etc.
• Remote/virtual customer service via phone, email, online chat, or text.
• Technical or specialized virtual support, such as escalated customer issue support, post-sales product support, etc.
• Providing pre- and post-sales support, including quotations, sales order processing, etc.
• Customer service and support within a banking branch, including and business general banking services.

Business Line Client Services covers activities associated with resolving complex LOB-specific client inquiries and escalated service issues that require specialized product, operational, or process expertise beyond standard contact center support. Responsibilities include issue investigation, cross-functional coordination, client communication, and timely resolution while maintaining compliance with business and regulatory requirements. 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

Required Certifications/Licenses

• May require obtaining and/or maintaining NMLS registration

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

We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

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.