Universal Banker – Customer Solutions & Growth

Atlantic Union Bank; Roanoke (VA); On-site; USD 25,000 - 40,000; Full time

Job summary

Atlantic Union Bank in Downtown Roanoke is seeking a Universal Banker to join our Caring, Courageous, and Committed team. This all-encompassing role delivers best-in-class customer experiences, supports teller and platform banking activities, and helps customers find banking solutions that fit their needs.

The Universal Banker will be the first point of contact, build relationships, educate customers on products and digital tools, and contribute to branch growth while following policies and

Qualifications

• 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.

Responsibilities

• 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, 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.
• 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.

Job description

Atlantic Union Bank in Downtown Roanoke is seeking a Universal Banker to join our Caring, Courageous, and Committed team. This all-encompassing role delivers best-in-class customer experiences, supports teller and platform banking activities, and helps customers find banking solutions that fit their needs.

The Universal Banker will be the first point of contact, build relationships, educate customers on products and digital tools, and contribute to branch growth while following policies and