Universal Banker: Client Experience & Branch Ops Pro

Atlantic Union Bank; Washington (District of Columbia); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Benefits package

401(k) retirement plan

Wellness resources

Job summary

Atlantic Union Bank is seeking a Universal Banker to deliver high-quality client experiences at branch locations while ensuring operational excellence and compliance. You will handle routine transactions, open new accounts, cross-sell products, and resolve complex issues.

The role emphasizes sales and service coverage, coaching branch teams, and implementing process improvements. Candidates typically have 5+ years of relevant experience and a strong understanding of banking procedures.

Qualifications

• Typically requires 5+ years relevant experience.
• May require vocational or technical training.

Responsibilities

• 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.
• 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

Job description

Atlantic Union Bank is seeking a Universal Banker to deliver high-quality client experiences at branch locations while ensuring operational excellence and compliance. You will handle routine transactions, open new accounts, cross-sell products, and resolve complex issues.

The role emphasizes sales and service coverage, coaching branch teams, and implementing process improvements. Candidates typically have 5+ years of relevant experience and a strong understanding of banking procedures.