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Atlantic Union Bank · 4 hours ago

Client Service Representative - Floater (Reston Branch)

Reston, VA

Full-time

Onsite

Entry Level

1+ years exp

Atlantic Union Bank is seeking a Client Service Representative - Floater to deliver best in class client experience and handle teller transactions. The role involves providing exceptional service, opening new accounts, and processing transactions while adhering to bank policies and procedures.

BankingFinancial ServicesWealth Management

Growth Opportunities

Responsibilities

Represent the Bank to clients, prospects and guests in person, by telephone or by email in a courteous, professional manner

Greet and provide exceptional service in person and by telephone/email

Provide accurate information regarding Bank services, products, policies and procedures

Open new Business and Consumer accounts and provide information to new and prospective clients by explaining and cross-selling Bank products and services

Partner with other lines of business to identify/refer client needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management)

Complete forms and other required documents and follow Bank policies and procedures

Process transactions in person and via telephone/email to include loan payments, account transfers, and address changes

Perform all duties of a Teller to include: Provide excellent client experience, Perform basic client and cash transactions, Balance cash each day, Identify referral opportunities to contribute to branch goals, Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares’ BSA/AML Policy and Procedures, Identify risk and escalate concerns through proper channels, Develop and maintain knowledge of bank products, services, including other lines of business, Ability to learn and adapt to changing digital channels

Perform other duties as assigned