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Atlantic Union Bank · 1 hour ago

Client Service Representative (McLean Branch)

McLean, VA

Full-time

Onsite

Entry Level

1+ years exp

Atlantic Union Bank is seeking a Client Service Representative to deliver exceptional client experiences and handle teller transactions. The role involves representing the bank, providing accurate information about services, and opening new accounts while ensuring compliance with policies.

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