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East Hartford

    Universal Banker-Floater-PT - Front Royal, United States - Atlantic Union Bank

    Atlantic Union Bank
    Atlantic Union Bank Front Royal, United States

    3 weeks ago

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    Description

    Position Description

    The 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

    We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace.

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