- 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.
- 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
- 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
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Client Service Representative - Danville, United States - Atlantic Union Bank
Description
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 AccountabilitiesThis position reports to Branch location leadership.
Position Qualifications
Education & Experience
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 visitingWe are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace.
Client Service Representative professionals in Danville
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Mohammad Naqvi
Engineering Leader | Executive