Universal Banker & Client Growth Specialist

Atlantic Union Bank; Virginia; Hybrid; USD 42,000 - 68,000; Full time

Job summary

Atlantic Union Bank is seeking a Specialist III - Universal Banker for our Lovingston, VA location. This on-site, full-time role delivers frontline banking services and customer experiences, including opening accounts and handling transactions.

You will engage customers with sales and service, coach branch teams, and ensure compliance while contributing to process improvements and risk management. 5+ years of relevant experience preferred.

Qualifications

• 5+ years relevant experience
• May require vocational or technical training
• Must be able to stand for extended periods of time & lift objects up to 30lbs

Responsibilities

• Responds to customers' needs by processing routine banking transactions at teller window or on the platform under minimal supervision.
• 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
• Refers customers to other banking services and bank personnel as appropriate

Job 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 broad knowledge of operational procedures and tools obtained through extensive work experience and may require vocational or technical education. Responsibilities typically include:

• Working under limited supervision for routine situations.
• Providing assistance and training to lower level employees.
• Problems typically are not routine and require analysis to understand.

Knowledge & Experience

• Typically requires 5+ 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
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