Universal Banker-Floater (Lexington & Covington Branches)

Atlantic Union Bank; Lexington (VA); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Benefits package

Job summary

Atlantic Union Bank seeks a Universal Banker to deliver best-in-class customer experience while handling teller transactions at the Lexington/Covington branches. You will promote products, educate customers on digital tools, and drive sales through proactive conversations.

The role requires cash handling, customer service excellence, and collaboration with other lines of business to meet branch goals. Shifts include Saturdays and cover four days per week.

Qualifications

• Customer-focused banking experience or training preferred.

Responsibilities

• Create customer loyalty through needs-based conversations and deliver a differentiated experience.
• Develop knowledge of bank products and services across lines of business.
• Educate customers on digital channels (Zoom, Online/Mobile Banking) and assist with scheduling.
• Drive proactive sales conversations and referrals to meet branch goals.
• Handle teller transactions and balance cash daily; ensure accuracy and compliance.

Skills

Customer service

Sales/production

Communication skills

Computer skills

Multitasking

Flexibility

Education

High school diploma

Associate degree (preferred)

Tools

Zoom

DocuSign

GRO

Online Banking

Mobile Banking

ATM Banking

Job description

The position is an all-encompassing role which requires the teammate to deliver best in class customer experience, sales/service solutions, as well as handle teller transactions. The Universal Banker creates a positive customer relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank’s products and services.

This role will float between Lexington and Covington Branch. Role will work 4 days per week and every Saturday

Position Accountabilities

• Create customer loyalty through needs based conversations in order to deliver a differentiated customer experience
• Develop and maintain knowledge of bank products, services, including other lines of business
• Proficiency in digital channel technology and ability to educate customers (e.g., Zoom, Appointment Scheduler Tool, Docu Sign, GRO, Online Banking, Mobile Banking, ATM Banking)
• Drive proactive sales conversations through internal and external interactions including outbound calling, service to sales, teller interactions and appointment setting
• Acquire new customers through prospecting efforts while maintaining and deepening existing customer relationships
• Strong individual sales/referral skills to identify and close sales opportunities to contribute to personal and branch sales goals
• Promote the branch’s overall growth through the development and retention of new and existing customers
• Partner with other lines of business in order to identify/refer customer needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management)
• Uncover and provide solutions for lending needs
• Serve as a contact for customer problem resolution regarding deposit, credit, and other products and services
• Review individual performance via scorecard and other resources and make necessary adjustments to meet sales performance goals
• Perform teller functions and cash transactions
• Balance cash each day
• Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares’ BSA/AML Policy and Procedures.
• Manage risk through adherence to all policies and procedures, demonstrating sound judgement within established limits
• Perform complex branch operational duties as assigned
• Ensure that all required training is successfully completed
• Other duties as assigned

Organizational Relationship

This position reports to the assigned leader of the branch.

Position Qualifications

Education & Experience

• Possess or be able to obtain an NMLS registration
• High school diploma or equivalent required, associate’s degree preferred
• Minimum of 1 year experience in banking or financial services preferred
• Minimum of 1 year developing customer relationships, achieving sales/production goals, and building referral sources preferred
• Previous cash handling experience preferred
• Teller experience strongly preferred
• Customer service experience required
• Lending experience preferred

Knowledge & Skills

• Excellent customer service skills
• Excellent oral and written communication skills
• Ability to exercise sound business judgment
• Proficient computer skills
• Ability to handle multiple tasks with attention to details
• Flexible, able to adapt to change
• Shifts may vary for each position offering, depending on business need
• Able to stand for extended periods of time and lift objects up to 30 pounds

Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.

We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.