Specialist II - Universal Banker (CSR)

Responsible for delivering high-quality, consistent client experiences across branch locations while ensuring operational excellence and adherence to bank policies and regulatory requirements. Activities may include:

• Managing day-to-day branch service operations


• Supporting client transactions


• Ensuring accurate and timely execution of all frontline banking activities


• Coaching and supporting branch teams to meet performance expectations


• Implementing process improvements that strengthen service delivery


• Monitoring operational controls to reduce risk and maintain compliance

Career Specialization Definition

The Universal Banker role:

• Responds to customers' needs by processing routine banking transactions at teller window or on the platform under minimal supervision, and provides flexibility of coverage for the branch.


• Engages in broad range of sales and service activities to provide superior level of customer service.
  Responsibilities include, but not limited to:


• Opening new accounts


• Handling teller transactions


• Marketing and cross-selling bank products and services


• Resolving complex customer service issues


• Utilizes banking knowledge to identify additional sales and service opportunities
  Builds rapport to engage prospects in a banking relationship and enhance existing customer relationships


• Refers customer to other banking services and other bank personnel as appropriate


• Other duties as assigned

Requires basic knowledge of job procedures & tools obtained through work experience and may require vocational or technical education. Responsibilities typically include:

• Working under moderate supervision.


• Problems are typically of a routine nature, but may at times require interpretation or deviation from standard procedures.


• Communicates information that requires some explanation or interpretation.

Knowledge & Experience

• Typically requires 2+ years relevant experience


• May require vocational or technical training

Physical/Environmental Requirements

• Must be able to stand for extended periods of time & lift objects up to 30lbs

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