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

Atlantic Union Bank; Virginia, Evesham Township (MN, NJ); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player in the banking sector is seeking a Universal Banker to enhance customer experiences and drive sales. This dynamic role involves managing teller transactions, building customer relationships, and promoting a wide range of banking products and services. Ideal candidates will possess excellent communication skills, a strong customer service orientation, and a proven ability to achieve sales goals. Join a forward-thinking organization that values innovation and teamwork, and take the next step in your banking career with a company committed to your professional growth and success.

Qualifications

• 1+ year in banking or financial services with strong customer relationship skills.
• Experience in sales and achieving production goals is preferred.

Responsibilities

• Create customer loyalty through needs-based conversations and sales.
• Perform teller functions and cash transactions while adhering to regulations.

Skills

Customer Service Skills

Sales Skills

Communication Skills

Digital Channel Technology Proficiency

Cash Handling

Lending Experience

Education

High School Diploma

Associate's Degree

Tools

Zoom

DocuSign

Online Banking

Mobile Banking

ATM Banking

Job 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

1. Create customer loyalty through needs based conversations in order to deliver a differentiated customer experience
2. Develop and maintain knowledge of bank products, services, including other lines of business
3. 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)
4. Drive proactive sales conversations through internal and external interactions including outbound calling, service to sales, teller interactions and appointment setting
5. Acquire new customers through prospecting efforts while maintaining and deepening existing customer relationships
6. Strong individual sales/referral skills to identify and close sales opportunities to contribute to personal and branch sales goals
7. Promote the branch's overall growth through the development and retention of new and existing customers
8. 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)
9. Uncover and provide solutions for lending needs
10. Serve as a contact for customer problem resolution regarding deposit, credit, and other products and services
11. Review individual performance via scorecard and other resources and make necessary adjustments to meet sales performance goals
12. Perform teller functions and cash transactions
13. Balance cash each day
14. Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures.
15. Manage risk through adherence to all policies and procedures, demonstrating sound judgement within established limits
16. Perform complex branch operational duties as assigned
17. Ensure that all required training is successfully completed
18. Other duties as assigned

Organizational Relationship

This position reports to the assigned leader of the branch.

Position Qualifications

Education & Experience

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

Knowledge & Skills

1. Excellent customer service skills
2. Excellent oral and written communication skills
3. Ability to exercise sound business judgment
4. Proficient computer skills
5. Ability to handle multiple tasks with attention to details
6. 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.