Universal Banker (New York Ave. Branch)

Atlantic Union Bank Careers • Washington, DC

4d • Onsite

About The Position

The Universal Banker is an all-encompassing branch role responsible for delivering a high-quality customer experience, sales and service solutions, and teller transactions. The role builds positive customer relationships by communicating the benefits of Atlantic Union Bank’s products and services and identifying solutions that meet customer needs. The position also supports branch growth, manages risk, completes operational duties, and complies with applicable banking laws and 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 banking or financial services experience 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, services, and other lines of business.
• Use digital channel technology and educate customers on tools such as Zoom, the Appointment Scheduler Tool, DocuSign, 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 by 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.
• Resolve customer problems 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, and 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

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability coverage
• Paid time off
• Retirement savings through a 401(k) plan
• Wellness resources
• 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: Entry Level
• Education Level: High school or GED