Universal Banker (CSR) Downtown Roanoke Branch

Atlantic Union Bank•Roanoke, VA
•$37,700 - $60,300•Onsite

About The Position

Atlantic Union Bank is hiring a Universal Banker to deliver customer service and sales solutions through teller and platform banking activities. The role is a first point of contact for customers and a partner in their financial journey, helping them understand their needs and identify suitable banking solutions. The position also supports branch growth and day-to-day operations while following established procedures and applicable laws and regulations. Teammates receive coaching and hands-on experience to expand their banking knowledge and develop their careers.

Requirements

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

Responsibilities

  • Serve as the primary point of contact for customers, understand their goals, and recommend personalized banking solutions.
  • Resolve customer questions, concerns, and complex service needs while delivering exceptional service.
  • Educate customers about products, services, and digital banking capabilities.
  • Create a welcoming branch experience that strengthens customer relationships and supports branch growth.
  • Build customer relationships, identify needs, recommend solutions, and generate sales and referral opportunities.
  • Acquire customers through prospecting while maintaining and deepening existing relationships.
  • Recommend solutions across deposits, lending, investments, business banking, and other financial services.
  • Partner with internal lines of business to connect customers with appropriate solutions.
  • Support branch sales goals by meeting individual referral and production objectives.
  • Perform teller transactions, cash handling, and daily balancing accurately.
  • Open new accounts and process customer requests according to established procedures.
  • Support day-to-day branch operations and complete assigned operational duties.
  • Demonstrate proficiency with digital banking tools and educate customers on available technology.
  • Manage risk by following policies, procedures, applicable laws and regulations, and Atlantic Union Bankshares’ BSA/AML policies and procedures.
  • Complete required training and maintain knowledge of products, services, and operational expectations.
  • Meet service expectations, contribute to team goals, and deliver results that support branch success.
  • Continue learning as the business, technology, and customer needs evolve.

Benefits

  • Competitive pay
  • Ongoing learning and development
  • Opportunities to build meaningful, long-term careers
  • 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.
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