Universal Banker - Cape Charles Branch

Atlantic Union Bank Careers • Cape Charles, VA

16h

About The Position

Atlantic Union Bank is seeking a Universal Banker to serve as a trusted partner in customers’ financial journeys and as the first point of contact at the branch. This all-encompassing role delivers customer experiences and sales and service solutions through teller and platform banking activities. The Universal Banker listens to customers, understands their goals, offers personalized banking guidance, and helps them find ways to make banking easier. The role also supports branch growth and provides opportunities to expand banking knowledge through coaching and hands-on experience.

The position combines customer service, relationship building, sales and referrals, teller transactions, account opening, and day-to-day branch operations. The Universal Banker works with internal business partners to connect customers with suitable financial services and follows bank policies, procedures, and applicable laws and regulations, including BSA/AML requirements.

Requirements

• Typically requires 2 or more years of relevant experience.
• Must be able to stand for extended periods and lift objects weighing up to 30 pounds.
• Take ownership of performance and contribute to team goals.

Nice To Haves

• Vocational or technical training may be required.

Responsibilities

• Serve as the primary point of contact for customers, understand their goals, and recommend personalized banking solutions.
• Deliver exceptional service by resolving customer questions, concerns, and complex service needs.
• 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.
• Prospect to acquire customers while maintaining and deepening existing relationships.
• Identify customer needs and recommend solutions across deposits, lending, investments, business banking, and other financial services.
• Partner with Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management, and other internal lines of business to connect customers with solutions.
• Support branch sales goals by achieving individual referral and production objectives.
• Perform teller transactions, handle cash, and complete daily balancing accurately.
• Open new accounts and process customer requests in accordance with established procedures.
• Support day-to-day branch operations and complete assigned operational duties.
• Use digital banking tools proficiently and educate customers on available technology.
• Manage risk by adhering to policies, procedures, and applicable laws and regulations, including 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 business, technology, and customer needs evolve.

Benefits

• Medical, dental, and vision coverage
• Life insurance and disability coverage
• Paid time off
• Retirement savings through a 401(k) plan
• Wellness resources
• Ongoing learning and development
• Opportunities to build meaningful, long-term careers
• 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: Mid Level
• Education Level: No Education Listed