Client Service Representative (Gaithersburg Square Branch)

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.
• Possess strong collaboration skills to 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.

Requirements

• Perform all duties of a Teller to include:
• Provide excellent client experience.
• Perform basic client and cash transactions.
• Balance cash each day.
• Identify referral opportunities to contribute to branch goals.
• Adequately adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares’ BSA/AML Policy and Procedures.
• Develop and maintain knowledge of bank products, services, including other lines of business.
• Able to learn and adapt to changing digital channels.

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, flexible, able to adapt to change.

Organizational Relationship

This position reports to Branch location leadership.

Pay

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.

Benefits

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.