Financial Services Advisor Floater

Union First Market Bank Dublin , VA 24084

Posted 3 months ago

Upon hire, must be able to attend 4 WEEKS of PAID TRAINING, which will include some travel to the Ruther Glen and Richmond area

The selected candidate will earn mileage reimbursement and our full benefits package!

Position Description

This position is responsible for providing a best in class customer experience while assisting new and existing customers through needs based conversations and providing appropriate solutions to meet their immediate, short term and long term financial needs. This position travels to multiple branch locations to fill critical staffing needs, which requires a high degree of flexibility during open hours of all branches in the region.

Position Accountabilities

Provide excellent customer experience

Build customer relationships through needs based conversations

Identity and close sales opportunities to contribute to personal and branch goals

Perform basic customer and cash transactions

Balance cash each day

Participate in sales outreach strategies including outbound calling

Promote the branch's overall growth through the development and retention of new and existing customers

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

Proficiency in digital channel technology and ability to educate customers

Other duties as assigned

Organizational Relationship

This position is supervised by branch leadership and reports to the Float Team Manager.

Requirements

Education & Experience

  • High school diploma or equivalent required, Associates Degree preferred

  • Previous cash handling experience preferred

  • Previous customer service experience required

Knowledge & Skills

  • 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 details

  • Flexible, able to adapt to change

  • Shifts may vary for each position offering, depending on business need

  • Ability to travel to multiple branches within a business day

  • Able to stand for extended periods of time and lift objects up to 30 pounds

We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace.

Apply On-line Send This Job to a Friend


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Financial Services Advisor Floater

Union First Market Bank