Specialist III - Universal Banker (Frederick 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, making adjustments to meet sales goals
• Perform teller functions, cash transactions, and balance cash daily
• Adhere to all applicable laws and regulations, including compliance with Atlantic Union Bankshares’ BSA/AML Policy and Procedures
• Manage risk through adherence to policies and procedures, demonstrating sound judgment
• 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.

Pay

Compensation will be based on factors including education, work experience, skills, certifications, and geographic location.