Client Service Representative (Danville Branch)


Job Details

Job Category

:

RetailRequisition Number

:

CLIEN007668Apply nowPosted : May 8, 2024Full-TimeOn-siteHourly Range :

$16.51 USD

to

$24.77 USDLocations

Showing 1 locationDescription

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 AccountabilitiesRepresent 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 experiencePerform basic client and cash transactionsBalance cash each dayIdentify referral opportunities to contribute to branch goalsAdhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares BSA/AML Policy and ProceduresIdentify risk and escalate concerns through proper channelsDevelop and maintain knowledge of bank products, services, including other lines of businessAbility to learn and adapt to changing digital channels

Perform other duties as assigned.Organizational RelationshipThis position reports to Branch location leadership.Position QualificationsEducation & ExperienceHigh school diploma or equivalent (GED).One (1) or more years of experience in a client service and/or a cross-trained teller positionPrevious cash handling experience preferredKnowledge & SkillsExcellent oral and written communication skillsAbility to exercise sound business judgmentAbility to handle multiple tasks with attention to detailsFlexible, able to adapt to changeShifts may vary for each position offering, depending on business needAble to stand for extended periods of time and lift objects up to 30 poundsSalary 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. General information on our comprehensive benefits package can be found by visiting .We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace.

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 Atlantic Union Bank

 06/30/2024

 Palm Springs,CA