Client Service Representative (Gloucester CH Branch)

Atlantic Union Bank Careers • Gloucester, VA

8d • Onsite

About The Position

The Client Service Representative is a Universal Banker who provides routine banking transactions at the teller window or on the platform under minimal supervision and offers flexible coverage for the branch. The role involves a broad range of sales and service activities to deliver a superior customer experience, including opening accounts, processing transactions, marketing bank products and services, and resolving complex customer service issues. The representative uses banking knowledge to identify sales and service opportunities, build rapport with prospects and existing customers, and refer customers to other banking services or bank personnel as appropriate.

Branch Delivery focuses on consistent, high-quality client experiences across branch locations while maintaining operational excellence and compliance with bank policies and regulatory requirements. This role may support day-to-day branch service operations, client transactions, accurate frontline banking activities, branch team performance, service improvements, and operational controls.

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. The representative must be able to stand for extended periods and lift objects up to 30 pounds.

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.
• Identify additional sales and service opportunities using banking knowledge.
• Build rapport with prospects to establish banking relationships and with existing customers to enhance relationships.
• Refer customers to other banking services and bank personnel as appropriate.
• Provide flexible coverage for the branch.
• Perform other duties as assigned.

Benefits

• Medical, dental, and vision coverage.
• Life insurance and 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