Client Service Representative (Severna Park Branch)

The Client Services Representative creates a positive client relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank’s products and services.

Requirements

• Represent the Bank to clients, prospects and guests in person, by telephone or by email in a courteous, professional manner.
• 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.

Benefits

• Comprehensive benefits package
• Applicable incentive compensation plan
• Discretionary profit sharing bonus program