Universal Banker (UB) New York Ave.

Atlantic Union Bank; Washington (District of Columbia); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Benefits package

401(k) retirement plan

Wellness resources

Job summary

Atlantic Union Bank is seeking a Universal Banker to deliver high-quality client experiences at branch locations while ensuring operational excellence and compliance. You will handle routine transactions, open new accounts, cross-sell products, and resolve complex issues.

The role emphasizes sales and service coverage, coaching branch teams, and implementing process improvements. Candidates typically have 5+ years of relevant experience and a strong understanding of banking procedures.

Qualifications

• Typically requires 5+ years relevant experience.
• May require vocational or technical training.

Responsibilities

• Responds to customers' needs by processing routine banking transactions at teller window or on the platform under minimal supervision, and provides flexibility of coverage for the branch.
• Engages in broad range of sales and service activities to provide superior level of customer service.
• Opening new accounts
• Handling teller transactions
• Marketing and cross-selling bank products and services
• Resolving complex customer service issues
• Utilizes banking knowledge to identify additional sales and service opportunities
• Builds rapport to engage prospects in a banking relationship and enhance existing customer relationships
• Refers customer to other banking services and other bank personnel as appropriate
• Other duties as assigned

Job description

Description

Branch Delivery is responsible for delivering high-quality, consistent client experiences across branch locations while ensuring operational excellence and adherence to bank policies and regulatory requirements. Activities may include:

• Managing day-to-day branch service operations
• Supporting client transactions
• Ensuring accurate and timely execution of all frontline banking activities
• Coaching and supporting branch teams to meet performance expectations
• Implementing process improvements that strengthen service delivery
• Monitoring operational controls to reduce risk and maintain compliance

Career Specialization Definition

The Universal Banker role:

• Responds to customers' needs by processing routine banking transactions at teller window or on the platform under minimal supervision, and provides flexibility of coverage for the branch.
• Engages in broad range of sales and service activities to provide superior level of customer service.
  Responsibilities include, but not limited to:
• Opening new accounts
• Handling teller transactions
• Marketing and cross-selling bank products and services
• Resolving complex customer service issues
• Utilizes banking knowledge to identify additional sales and service opportunities
  Builds rapport to engage prospects in a banking relationship and enhance existing customer relationships
• Refers customer to other banking services and other bank personnel as appropriate
• Other duties as assigned

Career Level Definition

Requires broad knowledge of operational procedures and tools obtained through extensive work experience and may require vocational or technical education. Responsibilities typically include:

• Working under limited supervision for routine situations.
• Providing assistance and training to lower level employees.
• Problems typically are not routine and require analysis to understand.

Knowledge & Experience

• Typically requires 5+ years relevant experience
• May require vocational or technical training

Physical/Environmental Requirements

• Must be able to stand for extended periods of time & lift objects up to 30lbs

Compensation offered will be based on a variety of factors, including but not limited to education, work experience, skills, certifications, and geographic location, etc.

Eligible teammates may participate in a comprehensive benefits package that includes medical, dental, vision, life insurance, disability coverage, paid time off, retirement savings through a 401(k) plan, wellness resources, and other programs designed to support teammates' health and financial well-being, subject to plan terms and eligibility requirements. In addition, certain positions may be eligible for incentive compensation, bonuses, or other variable compensation, subject to applicable plans and performance criteria. General information on our comprehensive benefits package can be found by visiting Employee Benefits | Banking Career Benefits | Atlantic Union Bank

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.