Universal Banker

1 month ago

West Chester, Pennsylvania, United States Atlantic Union Bank Full time
Job Summary

The Universal Banker is a key role at Atlantic Union Bank, responsible for delivering exceptional customer experiences, sales, and service solutions. This position requires a strong understanding of bank products and services, as well as the ability to communicate effectively with customers.

Key Responsibilities
  • Create customer loyalty through needs-based conversations to deliver a differentiated customer experience
  • Develop and maintain knowledge of bank products and services, including other lines of business
  • Proficiency in digital channel technology and ability to educate customers on its use
  • Drive proactive sales conversations through internal and external interactions, including outbound calling and service to sales
  • Acquire new customers through prospecting efforts while maintaining and deepening existing customer relationships
  • Strong individual sales and referral skills to identify and close sales opportunities and contribute to personal and branch sales goals
  • Promote the branch's overall growth through the development and retention of new and existing customers
  • Partner with other lines of business to identify and refer customer needs
  • 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 judgment within established limits
  • Perform complex branch operational duties as assigned
  • Ensure that all required training is successfully completed
Requirements
  • 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
  • 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 and 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
  • 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 and are an equal opportunity employer.

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