Universal Banker (Ladysmith Branch)
About The Position
The Universal Banker is an all-encompassing branch role responsible for delivering a high-quality customer experience, 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. It supports customer acquisition and retention, branch growth, referrals to other lines of business, lending solutions, customer problem resolution, and daily branch operations while adhering to applicable laws, regulations, and risk policies. Shifts may vary depending on business need. The role requires standing for extended periods and lifting objects up to 30 pounds. Salary is based on factors including education, work experience, and certifications. The position is also eligible for an applicable incentive compensation plan or a discretionary profit-sharing bonus program.
Requirements
- Possess or be able to obtain an NMLS registration.
- High school diploma or equivalent required.
- 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 banking or financial services experience preferred.
- At least 1 year 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 deliver 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, Appointment Scheduler Tool, DocuSign, GRO, Online Banking, Mobile Banking, and ATM Banking.
- Drive proactive sales conversations through outbound calling, service-to-sales interactions, 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 the development and retention of 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 customer problem resolution involving 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.
- Balance cash each day.
- Comply with 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 complex branch operational duties as assigned.
- Complete all required training successfully.
- 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 available on the company careers benefits webpage.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
