Bank Client Service Rep

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.

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.

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 basic client 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

Identify risk and escalate concerns through proper channels

Ability to learn and adapt to changing digital channels

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

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. J-18808-Ljbffr Atlantic Union Bank