Universal Banker PT 20 Floater/Every Saturday (Floyd Branch)

Atlantic Union Bank; Texas; On-site; USD 30,000 - 50,000; Part time

Job summary

Join a forward-thinking financial institution as a Universal Banker, where you will play a pivotal role in delivering outstanding customer service and driving sales. This part-time position offers the opportunity to engage with customers, handle transactions, and promote a range of banking products. With a focus on relationship building and sales, you will be instrumental in fostering customer loyalty and contributing to branch growth. If you are passionate about providing top-notch service and thrive in a dynamic environment, this role is perfect for you.

Qualifications

• 1+ years in banking or financial services preferred.
• Customer service experience required with strong sales skills.

Responsibilities

• Deliver exceptional customer experience and handle teller transactions.
• Drive sales through proactive customer interactions and problem resolution.

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

Education

High school diploma or equivalent

Associate’s degree

Tools

Zoom

Appointment Scheduler Tool

Docu Sign

Online Banking

Mobile Banking

ATM Banking

Job description

Universal Banker PT 20 Floater/Every Saturday (Floyd Branch)

Job Category: Retail

Requisition Number: UNIVE008457

Posted: February 20, 2025

Position Type: Part-Time

Location: Floyd, VA 24091, USA

Description

Position 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.

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
• 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.

We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace.