Specialist III - Universal Banker (Edgewater Branch)

About the role

The Universal Banker delivers a best-in-class customer experience by handling teller transactions, providing sales and service solutions, and building positive customer relationships through effective communication of Atlantic Union Bank’s products and services.

Responsibilities

• Create customer loyalty through needs-based conversations to deliver a differentiated customer experience
• Develop and maintain knowledge of bank products, services, and other lines of business
• Demonstrate proficiency in digital channel technology and educate customers (e.g., Zoom, Appointment Scheduler Tool, DocuSign, GRO, Online Banking, Mobile Banking, ATM Banking)
• Drive proactive sales conversations through internal and external interactions, including outbound calling, service-to-sales, teller interactions, and appointment setting
• Acquire new customers through prospecting while maintaining and deepening existing customer relationships
• Identify and close sales opportunities to contribute to personal and branch sales goals
• Promote branch growth through the development and retention of new and existing customers
• Partner with other lines of business to identify and refer customer needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management)
• Uncover and provide solutions for lending needs
• Serve as a contact for customer problem resolution regarding deposit, credit, and other products and services
• Review individual performance via scorecard and other resources, adjusting as needed to meet sales goals
• Perform teller functions, cash transactions, and balance cash daily
• Adhere to all applicable laws and regulations, including compliance with BSA/AML policies and procedures
• Manage risk through adherence to policies and procedures, demonstrating sound judgment within established limits
• Perform complex branch operational duties as assigned
• Complete all required training successfully
• Other duties as assigned

Requirements

• Possess or be able to obtain an NMLS registration
• High school diploma or equivalent required; associate’s degree preferred
• Minimum of 1 year of experience in banking or financial services preferred
• Minimum of 1 year of experience developing customer relationships, achieving sales/production goals, and building referral sources preferred
• Previous cash handling experience preferred
• Teller experience strongly preferred
• Customer service experience required
• Lending 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 and lift objects up to 30 pounds

Benefits

Eligible teammates may participate in a comprehensive benefits package that includes:

• Medical, dental, vision, life insurance, and disability coverage
• Paid time off
• Retirement savings through a 401(k) plan
• Wellness resources and other programs designed to support health and financial well-being

Certain positions may also be eligible for incentive compensation, bonuses, or other variable compensation, subject to applicable plans and performance criteria.