Universal Banker (Orange Branch)

Atlantic Union Bank; Orange (VA); Sur place; USD 35 000 - 55 000; Plein temps

Résumé du poste

Atlantic Union Bank in Orange, VA seeks a Universal Banker to deliver best-in-class customer experience, handle teller transactions, and explain the benefits of our products and services. The role blends sales and service to grow customer relationships.

The position educates customers on digital channels, drives proactive sales conversations, and maintains accurate cash handling while meeting branch goals. Strong communication and banking experience are preferred.

Qualifications

• High school diploma or equivalent required; associate’s degree preferred.
• Must possess or obtain NMLS registration.
• Minimum 1 year banking or financial services experience.
• Minimum 1 year developing customer relationships and achieving sales goals.
• Prior cash handling and teller experience preferred.
• Excellent communication skills.
• Ability to lift up to 30 pounds.

Responsabilités

• Deliver best-in-class customer experience through needs-based conversations.
• Develop and maintain knowledge of bank products and services.
• Proficiency with digital channels and educate customers on tools.
• Drive proactive sales conversations and referrals to meet branch goals.
• Acquire new customers and deepen existing relationships.
• Balance cash and perform teller transactions daily.
• Ensure compliance with laws and bank policies.

Connaissances

Communication

Sales Skills

Cash Handling

Time Management

Adaptability

Formation

NMLS Registration

HS Diploma or Equivalent

Associate Degree Preferred

Description du poste

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.

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 oral and written communication skills
• Ability to exercise sound business judgment
• 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. Th is 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.

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.