The position is an all-encompassing role which requires the teammate to deliver best in class client experience, sales / service solutions, as well as handle teller transactions.

The Client Services Representative creates a positive client relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank’s products and services.

Position Accountabilities

• Represent the Bank to clients, prospects and guests in person, by telephone or by email in a courteous, professional manner.
• Greet and provide exceptional service in person and by telephone / email.
• Provide accurate information regarding Bank services, products, policies and procedures.
• Open new Business and Consumer accounts and provide information to new and prospective clients by explaining and cross-selling Bank products and services.
• Partner with other lines of business to identify / refer client needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management)
• Complete forms and other required documents and follow Bank policies and procedures.
• Process transactions in person and via telephone / email to include loan payments, account transfers, and address changes.
• Perform all duties of a Teller to include : Provide excellent client experiencePerform basic client and cash transactionsBalance cash each dayIdentify referral opportunities to contribute to branch goalsAdhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares’ BSA / AML Policy and ProceduresIdentify risk and escalate concerns through proper channelsDevelop and maintain knowledge of bank products, services, including other lines of businessAbility to learn and adapt to changing digital channels
• Perform other duties as assigned.

Organizational Relationship

This position reports to Branch location leadership.

Position Qualifications

Education & Experience

• High school diploma or equivalent (GED).
• One (1) or more years of experience in a client service and / or a cross-trained teller position
• Previous cash handling experience preferred

Knowledge & Skills

• Excellent customer service skills
• Excellent oral and written communication skills
• Ability to exercise sound business judgment
• Proficient computer skills
• Ability to handle multiple tasks with attention to details
• 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
• Some local travel possible

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

Last updated : 2024-05-08