Customer Relationship Banker

2 weeks ago


Christiansburg, Virginia, United States Atlantic Union Bank Full time

Universal Banker

Job Category: Retail

Job Overview

As a Universal Banker, you will play a pivotal role in fostering customer loyalty through engaging conversations that cater to individual needs, thereby enhancing the overall customer experience.

Key Responsibilities

  1. Establish and nurture customer relationships by understanding their needs and providing tailored solutions.
  2. Maintain a comprehensive understanding of banking products and services, including various business lines.
  3. Demonstrate proficiency in digital banking technologies and guide customers in utilizing these tools effectively.
  4. Initiate proactive sales discussions through various channels, including outreach calls and in-branch interactions.
  5. Attract new clientele while strengthening existing relationships through dedicated service.
  6. Utilize strong sales and referral skills to identify and seize opportunities that align with branch sales objectives.
  7. Contribute to the branch's growth by actively developing and retaining both new and existing customers.
  8. Collaborate with other departments to identify and address customer needs across different banking services.
  9. Assist customers with lending inquiries and provide appropriate solutions.
  10. Act as a point of contact for resolving customer issues related to deposits, credit, and other services.
  11. Review personal performance metrics and adjust strategies to meet sales targets.
  12. Perform teller duties and manage cash transactions accurately.
  13. Ensure compliance with all relevant banking regulations and internal policies.
  14. Manage operational tasks as assigned, ensuring efficiency and adherence to procedures.
  15. Complete all required training and stay updated on industry practices.
  16. Other responsibilities as needed.

Reporting Structure

This position reports directly to the Branch Manager.

Qualifications

Education & Experience

  • Must possess or be eligible for NMLS registration.
  • A high school diploma or equivalent is required; an associate degree is preferred.
  • At least one year of experience in banking or financial services is preferred.
  • Experience in building customer relationships and achieving sales goals is essential.
  • Prior cash handling experience is preferred.
  • Teller experience is strongly preferred.
  • Customer service experience is required.
  • Lending experience is preferred.

Skills & Competencies

  • Exceptional customer service abilities.
  • Strong verbal and written communication skills.
  • Ability to exercise sound judgment in business decisions.
  • Proficient in computer applications.
  • Capable of managing multiple tasks with attention to detail.
  • Adaptable to changing environments.
  • Physical ability to stand for extended periods and lift up to 30 pounds.

Atlantic Union Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.



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