Warsaw Universal Banker: Elevate Customer Experience & Sales

Atlantic Union Bank; Warsaw (VA); On-site; USD 42,000 - 60,000; Full time

Job summary

Atlantic Union Bank is seeking an all-encompassing Universal Banker who delivers best-in-class customer experience and sales/service solutions while handling teller transactions. The role focuses on building positive relationships by communicating the benefits of the bank's products and services.

The position emphasizes needs-based conversations, product knowledge, cross-selling, and collaboration with other lines of business to meet branch goals.

Qualifications

• Possess or be able to obtain an NMLS registration.
• High school diploma or equivalent required; associate's degree preferred.
• Minimum 1 year banking or financial services experience preferred.
• Minimum 1 year developing customer relationships and meeting sales goals.

Responsibilities

• Create customer loyalty through needs-based conversations to deliver a differentiated experience.
• Develop knowledge of bank products and cross-sell across lines of business.
• Drive proactive sales conversations via outbound calls and in-branch interactions.
• Acquire new customers through prospecting while deepening existing relationships.
• Perform teller functions and balance cash daily; comply with policies.

Skills

Customer service

Sales ability

Communication

Multi-tasking

Cash handling

Education

High school diploma or equivalent

Associate degree preferred

NMLS registration

Tools

Zoom

DocuSign

Online Banking

Mobile Banking

ATM Banking

Job description

Atlantic Union Bank is seeking an all-encompassing Universal Banker who delivers best-in-class customer experience and sales/service solutions while handling teller transactions. The role focuses on building positive relationships by communicating the benefits of the bank's products and services.

The position emphasizes needs-based conversations, product knowledge, cross-selling, and collaboration with other lines of business to meet branch goals.