What are the responsibilities and job description for the Universal banker position at Atlantic Union Bank?
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
- 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.
Last updated : 2024-04-29
