Treasury Management Client Services Representative

Atlantic Union Bank • Waldorf, MD

5d

About The Position

The Treasury Management Client Services Representative works in Business Line Client Services, handling 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 may require vocational or technical education. Work is performed under moderate supervision. Issues are typically routine but may sometimes require interpreting or deviating from standard procedures; communications may require explanation or interpretation.

The role typically requires two or more years of relevant experience and may require vocational or technical training. NMLS registration may be required. Compensation depends on factors including education, work experience, skills, certifications, and geographic location. Eligible teammates may participate in the company benefits package, subject to plan terms and eligibility requirements.

Requirements

• Typically requires 2+ years of relevant experience.
• May require vocational or technical training.
• May require obtaining and/or maintaining NMLS registration.
• Basic knowledge of job procedures and tools, generally obtained through work experience.

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 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
• 401(k) retirement savings plan
• Wellness resources
• 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