Atlantic Union Bank Richmond , VA 23234
Posted 2 weeks ago
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.
Position Accountabilities
Create customer loyalty through needs based conversations in order to deliver a differentiated customer experience
Develop and maintain knowledge of bank products, services, including other lines of business
Proficiency in digital channel technology and ability to educate customers (e.g., Zoom, Appointment Scheduler Tool, Docu Sign, GRO, Online Banking, Mobile Banking, ATM Banking)
Drive proactive sales conversations through internal and external interactions including outbound calling, service to sales, teller interactions and appointment setting
Acquire new customers through prospecting efforts while maintaining and deepening existing customer relationships
Strong individual sales/referral skills to identify and close sales opportunities to contribute to personal and branch sales goals
Promote the branch's overall growth through the development and retention of new and existing customers
Partner with other lines of business in order to identify/refer customer needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management)
Uncover and provide solutions for lending needs
Serve as a contact for customer problem resolution regarding deposit, credit, and other products and services
Review individual performance via scorecard and other resources and make necessary adjustments to meet sales performance goals
Manage risk through adherence to all policies and procedures, demonstrating sound judgement within established limits
Perform complex branch operational duties as assigned
Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bancshares' BSA/AML Policy and Procedures.
Ensure that all required training is successfully completed
Other duties as assigned
Organizational Relationship
This position reports to the assigned leader of the branch.
Position Qualifications
Education & Experience
Possess or be able to obtain an NMLS registration
High school diploma or equivalent required, associate's degree preferred
Minimum of 2 years experience in banking or financial services preferred
Minimum of 2 years developing customer relationships, achieving sales/production goals, and building referral sources preferred
Minimum of 1 year previous lending 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
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.
We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace.
Atlantic Union Bank