Universal Banker (Ladysmith Branch)

Atlantic Union Bank Careers • Ladysmith, VA

3d • Onsite

About The Position

The Universal Banker delivers a best-in-class customer experience by providing sales and service solutions and handling teller transactions. The role builds positive customer relationships by communicating a clear understanding of Atlantic Union Bank’s products and services. The position supports branch growth through customer acquisition, relationship development and retention, sales and referrals, and collaboration with other lines of business. It also performs teller and branch operational duties, resolves customer issues, manages risk, and complies with applicable laws and bank policies.

Requirements

• High school diploma or equivalent required.
• Possess or be able to obtain an NMLS registration.
• Customer service experience required.
• Excellent customer service skills.
• Excellent oral and written communication skills.
• Ability to exercise sound business judgment.
• Proficient computer skills.
• Ability to handle multiple tasks with attention to detail.
• Flexible and able to adapt to change.
• Able to stand for extended periods and lift objects up to 30 pounds.

Nice To Haves

• Associate’s degree preferred.
• At least 1 year of experience in banking or financial services preferred.
• At least 1 year of experience developing customer relationships, achieving sales or production goals, and building referral sources preferred.
• Previous cash-handling experience preferred.
• Teller experience strongly preferred.
• Lending experience preferred.

Responsibilities

• Create customer loyalty through needs-based conversations and a differentiated customer experience.
• Develop and maintain knowledge of bank products and services, including other lines of business.
• Use digital channel technology and educate customers on tools such as Zoom, the Appointment Scheduler Tool, Docu Sign, GRO, Online Banking, Mobile Banking, and ATM Banking.
• Drive proactive sales conversations through internal and external interactions, including outbound calling, service-to-sales opportunities, teller interactions, and appointment setting.
• Acquire new customers through prospecting while maintaining and deepening existing customer relationships.
• Identify and close sales opportunities to contribute to personal and branch sales goals.
• Promote branch growth through developing and retaining new and existing customers.
• Partner with other lines of business to identify and refer customer needs, including Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, and Treasury Management.
• Uncover and provide solutions for lending needs.
• Serve as a contact for resolving customer problems regarding deposit, credit, and other products and services.
• Review individual performance using scorecards and other resources and make adjustments to meet sales performance goals.
• Perform teller functions and cash transactions, and balance cash each day.
• Follow applicable laws and regulations governing bank operations, including Atlantic Union Bankshares’ BSA/AML Policy and Procedures.
• Manage risk by adhering to policies and procedures and exercising sound judgment within established limits.
• Perform assigned complex branch operational duties.
• Successfully complete all required training.
• Perform other duties as assigned.

Benefits

• Eligible to participate in an applicable incentive compensation plan or a discretionary profit-sharing bonus program.
• Comprehensive benefits package; details are available on the company’s careers benefits page.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED