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Client Service Representative

2 months ago

South Boston, Virginia, United States Atlantic Union Bank Full time
{"Job Title": "Client Service Representative", "Job Summary": "We are seeking a highly skilled Client Service Representative to join our team at Atlantic Union Bank. As a Client Service Representative, you will be responsible for delivering exceptional client experiences, sales/service solutions, and handling teller transactions. You will create a positive client relationship by effectively communicating the benefits of our products and services.", "Key Responsibilities": "
  • 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.
  • 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 experience
    • Perform basic client and cash transactions
    • Balance cash each day
    • Identify referral opportunities to contribute to branch goals
    • 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
    • Develop and maintain knowledge of bank products, services, including other lines of business
    • Ability to learn and adapt to changing digital channels
  • Perform other duties as assigned.
", "Requirements": "
  • 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
", "Benefits": "We offer a comprehensive benefits package, including a competitive salary, incentives, and a profit-sharing bonus program. We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace.", "Company Overview": "Atlantic Union Bank is a leading financial institution dedicated to providing exceptional client experiences and innovative financial solutions. We are committed to building strong relationships with our clients and communities.", "Contact Information": "For more information, please visit our website or contact our HR department.", "Disclaimer": "We are an equal opportunity employer and welcome applications from diverse candidates.", "Note": "This job description is subject to change based on business needs.", "Language": "English"}