Client Service Representative (University Blvd.)

About the role

The Client Services Representative delivers a best-in-class client experience by providing sales and service solutions as well as handling teller transactions. This role creates positive client relationships through effective communication and a clear understanding of Atlantic Union Bank’s products and services.

Responsibilities

• 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 explain/cross-sell Bank products and services to new and prospective clients.
• Partner with other lines of business to identify and refer client needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management).
• Complete forms and required documents following Bank policies and procedures.
• Process transactions in person and via telephone/email, including loan payments, account transfers, and address changes.
• Perform all duties of a Teller:
  • Provide excellent client experience.
  • Perform basic client and cash transactions.
  • Balance cash each day.
  • Identify referral opportunities to contribute to branch goals.
• Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares’ BSA/AML Policy and Procedures.
• Identify risk and escalate concerns through proper channels.
• Develop and maintain knowledge of bank products, services, and other lines of business.
• Learn and adapt to changing digital channels.
• Perform other duties as assigned.

Requirements

• 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.

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 detail.
• Flexible and able to adapt to change.
• Able to stand for extended periods of time and lift objects up to 30 pounds.
• Some local travel possible.

Benefits

This position is eligible to participate in either an applicable incentive compensation plan or a discretionary profit-sharing bonus program. A comprehensive benefits package is available; details can be found at Atlantic Union Bank Careers - Benefits.