Universal Banker

** Universal Banker (Arbor Drive Branch)**

**Job Category****:** Retail **Requisition Number****:** UNIVE005483 Showing 1 location **Job Details**

**Description**

**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 Branch Manager.

**Position Qualifications**

**Education & Experience**

* Possess or be able to obtain an NMLS registration

* High school diploma or equivalent required, associates 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

* Teller experience strongly preferred

* Customer service experience required

* Lending experience preferred

**Knowledge & Skills**

* Excellent customer service skills

* Excellent oral and written communication skills

* Ability to exercise sound business judgment

* Proficient computer skills

* Ability to handle multiple tasks with attention to details

* Flexible, able to adapt to change

* Shifts may vary for each position offering, depending on business need

* Able to stand for extended periods of time and lift objects up to 30 pounds

*We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace.*

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