Specialist II - Client Service Representative (Capital Boulevard Branch)

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 Bank’s 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 requirements. In 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