Client Service Representative (Severna Park)

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

Compensation offered will be based on a variety of factors including but not limited to education work experience skills certifications and geographic location etc.

Eligible teammates may participate in a comprehensive benefits package that includes medical dental vision life insurance disability coverage paid time off retirement savings through a 401(k) plan wellness resources and other programs designed to support teammates health and financial well-being subject to plan terms and eligibility addition certain positions may be eligible for incentive compensation bonuses or other variable compensation subject to applicable plans and performance criteria. General information on our comprehensive benefits package can be found by visiting Employee Benefits Banking Career Benefits Atlantic Union Bank

.

We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

Required Experience:

Unclear Seniority