Universal Banker (Windsor Meade Branch)

Position Description

The position is an all-encompassing role which requires the teammate to deliver best in class customer experience, sales/service solutions, as well as handle teller transactions. The Universal Banker creates a positive customer relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank’s products and services.

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
• Perform teller functions and cash transactions
• Balance cash each day
• Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares’ BSA/AML Policy and Procedures.
• Manage risk through adherence to all policies and procedures, demonstrating sound judgement within established limits
• Perform complex branch operational duties as assigned
• Ensure that all required training is successfully completed
• Other duties as assigned

Organizational Relationship

This position reports to the Branch Manager.

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 1 year experience in banking or financial services preferred
• Minimum of 1 year developing customer relationships, achieving sales/production goals, and building referral sources preferred
• Previous cash handling experience preferred
• Teller experience strongly preferred
• Customer service experience required
• Lending experience preferred

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
• 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.