Universal Banker (CSR)-McLean Branch

Atlantic Union Bank; McLean (VA); On-site; USD 40,000 - 56,000; Full time

Benefits offered by this job

Medical insurance

Dental

Vision

401(k) plan

Paid time off

Job summary

Atlantic Union Bank is seeking a Universal Banker to deliver high-quality client experiences across branch locations in McLean, VA. You will handle routine transactions, open accounts, and support sales and service initiatives with minimal supervision.

Responsibilities include handling teller transactions, cross-selling products, building relationships, ensuring compliance, and participating in process improvements to enhance service delivery.

Qualifications

• 2+ years relevant experience required.
• May require vocational or technical training.
• Ability to stand for extended periods and lift up to 30 lbs.

Responsibilities

• Process routine banking transactions at teller window or platform under supervision.
• Open new accounts and cross-sell bank products.
• Provide superior customer service and resolve issues.
• Refer customers to other bank services as appropriate.
• Support branch teams to meet performance targets.
• Adhere to policies and compliance requirements.

Skills

Customer service

Sales and cross-selling

Communication

Cash handling

Education

Vocational or technical training

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 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
• 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, certificates, 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
• 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
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.