Client Service Representative - Ashton Branch

Atlantic Union Bank Careers • Ashton, MD

2d

About The Position

The Client Service Representative (Universal Banker) responds to customers’ needs by processing routine banking transactions at the teller window or on the platform under minimal supervision, while providing flexible coverage for the branch. The role combines customer service with sales activities to build new banking relationships and strengthen existing ones. It also supports consistent, high-quality client experiences and operational excellence while following bank policies and regulatory requirements.

The position requires basic knowledge of job procedures and tools, typically gained through work experience, and may require vocational or technical education. Work is performed under moderate supervision. Problems are generally routine but may sometimes require interpreting or deviating from standard procedures. The role communicates information that may require explanation or interpretation.

Requirements

• Typically requires 2 or more years of relevant experience.
• May require vocational or technical training.
• Must be able to stand for extended periods.
• Must be able to lift objects up to 30 pounds.

Responsibilities

• Open new accounts.
• Handle teller transactions.
• Market and cross-sell bank products and services.
• Resolve complex customer service issues.
• Use banking knowledge to identify additional sales and service opportunities.
• Build rapport with prospects to establish banking relationships and enhance existing customer relationships.
• Refer customers to other banking services and bank personnel as appropriate.
• Perform other duties as assigned.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability coverage
• Paid time off
• Retirement savings through a 401(k) plan
• Wellness resources
• Other programs designed to support teammates’ health and financial well-being
• Certain positions may be eligible for incentive compensation, bonuses, or other variable compensation, subject to applicable plans and performance criteria

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed