Universal Banker (CSR) Downtown Roanoke Branch

Atlantic Union Bank Careers•Roanoke, VA

4d•Onsite

About The Position

Atlantic Union Bank is hiring a Universal Banker for its Downtown Roanoke Branch. This all-encompassing role delivers customer service, sales and service solutions, and support across teller and platform banking activities. The Universal Banker is a primary customer contact and trusted partner, listening to customers’ goals and providing personalized guidance and banking solutions. The position includes coaching and hands-on experience to build banking knowledge and support career growth. The role combines customer relationship building and business development with teller transactions, account opening, customer requests, and day-to-day branch operations. The Universal Banker follows established procedures and applicable laws and regulations, manages risk, and helps customers use digital banking tools. The teammate contributes to branch goals and continues learning as customer needs, technology, and the business evolve.

Requirements

Typically requires 2 or more 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.
Take ownership of performance, meet service expectations, contribute to team goals, and deliver results supporting branch success.

Responsibilities

Serve as a 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.
Prospect for new customers and maintain and deepen existing customer relationships.
Recommend appropriate solutions across deposits, lending, investments, business banking, and other financial services.
Partner with internal teams, including Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, and Treasury Management, to connect customers with 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 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.
Follow policies, procedures, and applicable laws and regulations, including 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, deliver results, and continue learning as business, technology, and customer needs evolve.