Atlantic Union Bank
Client Service Representative - Floater (Bethesda Branch)
Atlantic Union Bank - Bethesda, Maryland, us, 20811
Work at Atlantic Union Bank
Overview
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Overview
Client Service Representative - Floater (Bethesda Branch)
Join to apply for the
Client Service Representative - Floater (Bethesda Branch)
role at
Atlantic Union Bank Client Service Representative - Floater (Bethesda Branch)
1 day ago Be among the first 25 applicants Join to apply for the
Client Service Representative - Floater (Bethesda Branch)
role at
Atlantic Union Bank Get AI-powered advice on this job and more exclusive features. 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.
Position Accountabilities
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.
Organizational Relationship
This position reports to Branch location leadership.
Position Qualifications
Education & Experience
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
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 Some local travel possible
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 Equal Employment Opportunity employer. We maintain a drug-free workplace. Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Other Industries Banking Referrals increase your chances of interviewing at Atlantic Union Bank by 2x Sign in to set job alerts for “Client Services Representative” roles.
Washington, DC $47,000.00-$67,000.00 4 days ago Columbia, MD $56,000.00-$69,000.00 1 month ago Maryland, United States $84,000.00-$105,000.00 5 days ago Tysons Corner, VA $50,000.00-$80,000.00 3 weeks ago Maryland, United States $84,000.00-$105,000.00 5 days ago Capitol Heights, MD $19.00-$22.50 3 weeks ago Customer Service Call Center Offering/GTM lead
Customer Service Call Center Offering/GTM lead
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Client Service Associate - Washington, D.C.
Washington, DC $45,000.00-$68,000.13 1 week ago Customer Service Call Center Offering/GTM lead
Bethesda, MD $55,000.00-$70,000.00 2 months ago Arlington, VA $60,000.00-$65,000.00 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Join to apply for the
Client Service Representative - Floater (Bethesda Branch)
role at
Atlantic Union Bank Client Service Representative - Floater (Bethesda Branch)
1 day ago Be among the first 25 applicants Join to apply for the
Client Service Representative - Floater (Bethesda Branch)
role at
Atlantic Union Bank Get AI-powered advice on this job and more exclusive features. 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.
Position Accountabilities
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.
Organizational Relationship
This position reports to Branch location leadership.
Position Qualifications
Education & Experience
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
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 Some local travel possible
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 Equal Employment Opportunity employer. We maintain a drug-free workplace. Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Other Industries Banking Referrals increase your chances of interviewing at Atlantic Union Bank by 2x Sign in to set job alerts for “Client Services Representative” roles.
Washington, DC $47,000.00-$67,000.00 4 days ago Columbia, MD $56,000.00-$69,000.00 1 month ago Maryland, United States $84,000.00-$105,000.00 5 days ago Tysons Corner, VA $50,000.00-$80,000.00 3 weeks ago Maryland, United States $84,000.00-$105,000.00 5 days ago Capitol Heights, MD $19.00-$22.50 3 weeks ago Customer Service Call Center Offering/GTM lead
Customer Service Call Center Offering/GTM lead
Bethesda, MD $70,000.00-$75,000.00 2 weeks ago Customer Service Call Center Offering/GTM lead
Client Service Associate - Washington, D.C.
Washington, DC $45,000.00-$68,000.13 1 week ago Customer Service Call Center Offering/GTM lead
Bethesda, MD $55,000.00-$70,000.00 2 months ago Arlington, VA $60,000.00-$65,000.00 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr