Treasury Management Client Services Representative

Atlantic Union Bank Careers•Waldorf, MD

About The Position

The Customer Service group provides technical and non-technical customer service through in-person, remote, and specialized virtual channels. Business Line Client Services resolves complex line-of-business client inquiries and escalated service issues that require specialized product, operational, or process expertise beyond standard contact center support. The role involves investigating issues, coordinating across functions, communicating with clients, and resolving matters promptly while maintaining compliance with business and regulatory requirements. Other duties may be assigned. The position requires basic knowledge of job procedures and tools, generally gained through work experience and potentially vocational or technical education. Work is performed under moderate supervision. Problems are usually routine but may require interpreting or departing from standard procedures, and communications may require some explanation or interpretation.

Requirements

Typically requires at least 2 years of relevant experience.
May require vocational or technical training.
May require obtaining and/or maintaining NMLS registration.

Responsibilities

Investigate complex line-of-business client inquiries and escalated service issues.
Coordinate with cross-functional teams to resolve client issues.
Communicate with clients and provide timely issue resolution.
Maintain compliance with business and regulatory requirements.
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 supporting 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.