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    Universal Banker - San Diego, United States - Atlantic Union Bank

    Atlantic Union Bank
    Atlantic Union Bank San Diego, United States

    3 weeks ago

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    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 oral and written communication skills
    Ability to exercise sound business judgment
    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
    Currently Atlantic Union Bank is offering an annual salary range between $44,246.00 and $ 55,286.00 for this role.
    We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace.

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