Universal Banker (West Beverley)

Atlantic Union Bank
Staunton, VA
Category Customer Service
Job 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.

Requirements

  • 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
  • Drive proactive sales conversations through internal and external interactions
  • Acquire new customers through prospecting efforts while maintaining and deepening existing customer relationships
  • Strong individual sales/referral skills to identify and close sales opportunities
  • Promote the branch’s overall growth through the development and retention of new and existing customers
  • Partner with other lines of business to identify/refer customer needs
  • 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
  • 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

Benefits

  • Comprehensive benefits package
  • Incentive compensation plan
  • Discretionary profit sharing bonus program
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