Client Service Representative - Floater (Urbana)

About the position The position is an all-encompassing role which requires the teammate to deliver best in class client experience, sales/service solutions, as well as handle teller transactions. The Client Services Representative creates a positive client relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank’s products and services. 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. Requirements • High school diploma or equivalent (GED). • One (1) or more years of experience in a client service and/or a cross-trained teller position. • Previous cash handling experience preferred. • 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. Benefits • Comprehensive benefits package