Universal Banker (Arbor Drive Branch)
Company: Atlantic Union Bank
Location: Christiansburg
Posted on: September 3, 2024
Job Description:
DescriptionThe position is an all-encompassing role which
requires the teammate to deliver best in class customer experience,
sales/service solutions, as well as handle teller transactions. The
Universal Banker creates a positive customer relationship by
effectively communicating a clear understanding of the benefits of
Atlantic Union Bank's products and services.
Position Accountabilities
- Create customer loyalty through needs based conversations in
order to deliver a differentiated customer experience
- Develop and maintain knowledge of bank products, services,
including other lines of business
- Proficiency in digital channel technology and ability to
educate customers (e.g., Zoom, Appointment Scheduler Tool, Docu
Sign, 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 efforts while
maintaining and deepening existing customer relationships
- Strong individual sales/referral skills to identify and close
sales opportunities to contribute to personal and branch sales
goals
- Promote the branch's overall growth through the development and
retention of new and existing customers
- Partner with other lines of business in order to identify/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
and make necessary adjustments to meet sales performance
goals
- Perform teller functions and cash transactions
- Balance cash each day
- Adhere to all applicable laws and regulations governing bank
operations, including compliance with Atlantic Union Bankshares'
BSA/AML Policy and Procedures.
- Manage risk through adherence to all policies and procedures,
demonstrating sound judgement within established limits
- Perform complex branch operational duties as assigned
- Ensure that all required training is successfully
completed
- Other duties as assigned
Organizational Relationship
This position reports to the assigned leader of the branch.
Position Qualifications
Education & Experience
- Possess or be able to obtain an NMLS registration
- High school diploma or equivalent required, associate's degree
preferred
- Minimum of 1 year experience in banking or financial services
preferred
- Minimum of 1 year 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
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
Salary offered will be based on several factors including but not
limited to education, work experience, certifications, etc. 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
https://www.atlanticunionbank.com/about/careers/benefits.
We are proud to be an EEO/AA employer,
Minority/Female/Disability/Veteran. We maintai
Keywords: Atlantic Union Bank, Blacksburg , Universal Banker (Arbor Drive Branch), Other , Christiansburg, Virginia
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