Banking Relationship Manager

5 days ago


Chatham, Virginia, United States Atlantic Union Bank Full time
Job Summary

We are seeking a highly skilled and motivated Universal Banker to join our team at Atlantic Union Bank. As a key member of our branch, you will be responsible for delivering exceptional customer service, sales, and service solutions while handling teller transactions.

Key Responsibilities
  • Create Customer Loyalty: Develop and maintain strong relationships with customers through needs-based conversations, ensuring a differentiated customer experience.
  • Product and Service Knowledge: Stay up-to-date on bank products and services, including other lines of business, to effectively communicate benefits to customers.
  • Digital Channel Proficiency: Demonstrate proficiency in digital channel technology and educate customers on its use, including Zoom, Appointment Scheduler Tool, Docu Sign, GRO, Online Banking, Mobile Banking, and ATM Banking.
  • Proactive Sales Conversations: Drive sales conversations through internal and external interactions, including outbound calling, service-to-sales, teller interactions, and appointment setting.
  • Customer Acquisition and Retention: Acquire new customers through prospecting efforts while maintaining and deepening existing customer relationships.
  • Sales and Referral Skills: Develop strong individual sales and referral skills to identify and close sales opportunities, contributing to personal and branch sales goals.
  • Branch Growth: Promote the branch's overall growth through the development and retention of new and existing customers.
  • Partnerships and Collaboration: Partner with other lines of business to identify and refer customer needs, including Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, and Treasury Management.
  • Lending Solutions: Uncover and provide solutions for lending needs.
  • Customer Problem Resolution: Serve as a contact for customer problem resolution regarding deposit, credit, and other products and services.
  • Performance Management: Review individual performance via scorecard and other resources, making necessary adjustments to meet sales performance goals.
  • Teller Functions: Perform teller functions and cash transactions, balancing cash each day.
  • Compliance and Risk Management: Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures, and manage risk through adherence to all policies and procedures.
  • Branch Operations: Perform complex branch operational duties as assigned and ensure all required training is successfully completed.
Requirements
  • Education and Experience: 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.
  • Customer Service and Sales 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, and able to adapt to change.
  • Physical Demands: Able to stand for extended periods of time and lift objects up to 30 pounds.
Benefits

Salary offered will be based on several factors, including 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 [insert link].

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



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