Universal Banker (CSR) Downtown Roanoke Branch

Atlantic Union Bank; Virginia; Presencial; USD 25.000 - 40.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability coverage

401(k) plan

Descripción de la vacante

Atlantic Union Bank is seeking a Universal Banker for the Downtown Roanoke Branch to be the first point of contact for customers, delivering personalized banking solutions and guiding them through teller and platform activities.

You will drive branch growth through relationship-building, cross-selling across deposits, lending, and investments, and collaborate with Mortgage, Investments, and Business Banking teams to connect customers with the right solutions.

Formación

• Typically requires 2+ years relevant experience.
• May require vocational or technical training.
• Must be able to stand for extended periods of time and lift objects up to 30 lbs.

Responsabilidades

• Serve as the primary point of contact for customers, understand their goals, and recommend personalized banking solutions.
• Deliver exceptional service while resolving customer questions, concerns, and complex service needs.
• Educate customers on products, services, and digital capabilities that make banking easier and more convenient.
• Create a welcoming branch experience that strengthens customer relationships and supports branch growth.
• Proactively build relationships with customers to identify needs, recommend solutions, and generate sales and referral opportunities.
• Support branch growth by acquiring customers through prospecting efforts while maintaining and deepening existing relationships.
• Identify customer needs and recommend appropriate solutions across deposits, lending, investments, business banking, and other financial services.
• Partner with internal lines of business to connect customers with the right solutions.
• Support branch sales goals by achieving individual referral and production objectives.
• Perform teller transactions, cash handling activities, and daily balancing responsibilities with accuracy and attention to detail.
• Open new accounts and process customer requests while following established procedures.
• Provide support for day-to-day branch operations and complete assigned operational duties.
• Demonstrate proficiency with digital banking tools and educate customers on available technology.
• Manage risk by adhering to all policies, procedures, and applicable laws and regulations.
• Complete all required training and maintain knowledge of products, services, and operational expectations.

Conocimientos

Customer service

Sales & referrals

Communication

Teamwork

Educación

Vocational or technical training

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.

Universal Banker (CSR) Downtown Roanoke Branch

Locations

Showing 1 location

• On-site
• Hourly Range : $18.13 USD to $28.99 USD
• Branch Banking
• Full-Time
• Requisition #: UNIVE010683

Description

Are you passionate about helping people achieve their financial goals? Looking for a place where you can make a difference in your community while building a meaningful career?

We are Atlantic Union Bank, the largest regional bank in the mid-Atlantic, and we are looking for a Universal Banker to join our Caring, Courageous, and Committed team. This is an all-encompassing role where you’ll deliver best-in-class customer experiences, provide sales and service solutions, and support customers through both teller and platform banking activities. If you enjoy connecting with customers, understanding their needs, and helping them discover solutions that fit their needs, we would love to meet you.

Your Impact

As a Universal Banker, you’ll be the first point of contact for our customers and a trusted partner in their financial journey. Every interaction is an opportunity to listen, understand what matters most to each customer, and help them find solutions that make banking easier and support their goals.

By building meaningful relationships and delivering personalized guidance, you’ll help customers feel confident in their financial decisions while contributing to the growth and success of your branch. Along the way, you’ll receive coaching and hands-on experience to expand your banking knowledge and grow your career.

What You’ll Do

• Serve as the primary point of contact for customers, understand their goals, and recommend personalized banking solutions.
• Deliver exceptional service while resolving customer questions, concerns, and complex service needs.
• Educate customers on products, services, and digital capabilities that make banking easier and more convenient.
• Create a welcoming branch experience that strengthens customer relationships and supports branch growth.

Drive business growth

• Proactively build relationships with customers to identify needs, recommend solutions, and generate sales and referral opportunities.
• Support branch growth by acquiring customers through prospecting efforts while maintaining and deepening existing relationships.
• Identify customer needs and recommend appropriate solutions across deposits, lending, investments, business banking, and other financial services.
• Partner with internal lines of business, including Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, and Treasury Management, to connect customers with the right solutions.
• Support branch sales goals by achieving individual referral and production objectives.

Execute with operational excellence

• Perform teller transactions, cash handling activities, and daily balancing responsibilities with accuracy and attention to detail.
• Open new accounts and process customer requests while following established procedures.
• Provide support for day-to-day branch operations and complete assigned operational duties.
• Demonstrate proficiency with digital banking tools and educate customers on available technology.
• Manage risk by adhering to all policies, procedures, and applicable laws and regulations, including Atlantic Union Bankshares’ BSA/AML policies and procedures.
• Complete all required training and maintain knowledge of products, services, and operational expectations.

What You’ll Need

• Typically requires 2+ years relevant experience
• May require vocational or technical training
• Must be able to stand for extended periods of time & lift objects up to 30 lbs.

Be a great Teammate

• Take ownership of your performance by meeting service expectations, contributing to team goals, and delivering

results that support the success of the branch.

• Continue learning and growing as our business, technology, and customer needs evolve.

Why Atlantic Union Bank?

For more than a century, Atlantic Union Bank has helped people, families, and businesses reach their financial goals by building trusted relationships in the communities we serve. No matter how much we've grown, we've stayed true to who we are: a local bank that cares. Our Teammates are the heart of that promise. That's why we invest in them with competitive pay and benefits, ongoing learning and development, and opportunities to build meaningful, long-term careers while making a difference in the communities they serve.

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

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.