Client Service Representative (Herndon)

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 Banks 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 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 including other lines of business
  • Ability 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
• Flexible able to adapt to change
• 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

Salary offered will be based on several factors including but not limited to education work experience certifications etc. The salary range for this position is $20.34 to $30.51. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

Required Experience:

Unclear Seniority