Universal Banker ( Carytown Branch)

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 Banks 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
• 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 branchs 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

Knowledge & Skills

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. General information on our comprehensive benefits package can be found by visiting are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

Key Skills

Sales Experience,Presentation Skills,Financial Services,Customer Service,Financial Acumen,Fraud,Math,Military Experience,Banking,Upselling,Cash Handling,RMF

Employment Type : Full-Time

Department / Functional Area : Retail

Experience : years

Vacancy : 1