Treasury Banker I

Universal Banker

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.

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)

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

Ensure that all required training is successfully completed

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

Customer service experience required

Excellent customer service skills

Proficient computer skills

Flexible, able to adapt to change

• Shifts may vary for each position offering, depending on business need
• 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. Atlantic Union Bank