Treasury Management Client Services Representative

Atlantic Union Bank; Waldorf (MD); On-site; USD 42,000 - 70,000; Full time

Job summary

Atlantic Union Bank is seeking a Treasury Management Client Services Representative in Waldorf, MD. You will handle in-person customer service at the branch and remote support via phone, email, and chat, providing post-sale product support and quotations as needed.

The role focuses on resolving client inquiries with accuracy and timely communication. Qualifications include 2+ years of relevant experience and potential need for NMLS registration.

Job description

Description

The Treasury Management Client Services Representative 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.

Career Specialization Definition

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.

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

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.