Universal Banker - NC Market
About The Position
Atlantic Union Bank is seeking a Universal Banker to deliver customer experiences and sales and service solutions through teller and platform banking activities. The role serves as a primary point of contact and trusted partner for customers, helping them understand their financial needs, identify suitable banking solutions, and build confidence in their financial decisions. The banker contributes to branch growth while receiving coaching and hands-on experience to develop banking knowledge and career skills. The position includes customer service, relationship building, business development, teller transactions, account opening, and day-to-day branch operations. It also requires adherence to bank policies, procedures, and applicable laws and regulations, including BSA/AML policies and procedures.
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 weighing up to 30 pounds.
Responsibilities
- Serve as a primary customer contact, understand customer goals, and recommend personalized banking solutions.
- Provide service and resolve customer questions, concerns, and complex service needs.
- Educate customers about bank products, services, and digital capabilities.
- Create a welcoming branch experience and strengthen customer relationships.
- 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 business lines to connect customers with appropriate solutions.
- Meet individual referral and production objectives supporting branch sales goals.
- 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.
- Use digital banking tools and educate customers about available technology.
- Manage risk and comply with policies, procedures, and applicable laws and regulations, including BSA/AML requirements.
- 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
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability coverage
- Paid time off
- Retirement savings through a 401(k) plan
- Wellness resources
- Ongoing learning and development
- Certain positions may be eligible for incentive compensation, bonuses, or other variable compensation, subject to applicable plans and performance criteria
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
