Talent.com
Client Service Representative - Atlee Branch
Client Service Representative - Atlee BranchAtlantic Union Bank • Ashland, VA, United States
Client Service Representative - Atlee Branch

Client Service Representative - Atlee Branch

Atlantic Union Bank • Ashland, VA, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Description

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.

    Equal Opportunity Employer

    This employer is required to notify all applicants of their rights pursuant to federal employment laws.

    For further information, please review the Know Your Rights notice from the Department of Labor.

    [job_alerts.create_a_job]

    Client Service Representative • Ashland, VA, United States

    [internal_linking.related_jobs]
    Client Relationship Representative

    Client Relationship Representative

    PuroClean • Richmond, VA, US
    [job_card.full_time]
    PuroClean Franchise Opportunity.With over 300 locations across North America and Canada, PuroClean is leading the industry in emergency property restoration services, by helping families and busine...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Service Representative

    Client Service Representative

    VCA Animal Hospitals • Colonial Heights, VA, US
    [job_card.full_time]
    VCA Animal Care Associates is seeking an experienced Client Service Representative to join our AAHA-accredited, practice in Colonial Heights, Virginia. At VCA Animal Hospitals, we take our mission s...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Service Representative

    Financial Service Representative

    Langley Federal Credit Union • Richmond, VA, US
    [job_card.full_time]
    Financial Service Representative.Imagine being part of a company where your growth is valued and your journey is supported. Imagine yourself at Langley Federal Credit Union, where we're dedicated to...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Teller-Floater (Bowling Green Branch)

    Teller-Floater (Bowling Green Branch)

    Atlantic Union Bank • Bowling Green, VA, United States
    [job_card.full_time]
    This position is responsible for providing a best-in-class customer experience while processing transactions, servicing existing and potential customers, and contributing to branch sales goals.This...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Executive - Financial Services Sales

    Client Executive - Financial Services Sales

    TransUnion • Richmond, VA, US
    [job_card.full_time]
    Client Exec Focus, Account Dev - Direct Sales.At TransUnion, we have a welcoming and energetic environment that encourages collaboration and innovation. We are consistently exploring new technologie...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Sales & Service Representative (Universal Banker)

    Sales & Service Representative (Universal Banker)

    First Citizens BancShares • Richmond, VA, US
    [job_card.full_time]
    Job Opportunity At First Citizens Bank.At First Citizens Bank, together we become better.We're looking for people who want more than just a job - who want to make a difference in the communities wh...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Sales Representative

    Client Sales Representative

    Dynamic Acquisitions • Richmond, VA, US
    [job_card.full_time]
    [filters_job_card.quick_apply]
    Dynamic Acquisitions , a fast-paced sales organization based in Richmond , is seeking a performance-driven individual to join our thriving team as a Client Sales Representative for the Verizon Wire...[show_more]
    [last_updated.last_updated_30]
    Billing and Reimbursement Customer Service Representative

    Billing and Reimbursement Customer Service Representative

    Clarity Clinic • Richmond, VA, US
    [job_card.full_time]
    Billing And Reimbursement Customer Service Representative.Clarity Clinic is an interdisciplinary group private practice of Psychiatrists, Psychiatric Advanced Practice Providers (PAs, NPs), Psychol...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Service Representative

    Client Service Representative

    Helping Hands Affordable Veterinary Surgery and Dental Care • Richmond, VA, US
    [job_card.full_time]
    Client Service Rep – Veterinary Office.Richmond, VA | Pay : $16 / hour | ⏰ Mon–Thurs, 7 AM–5 : 30 PM.We’re Helping Hands Affordable Veterinary Surgery & Dental Care — a. We help pets get the care they n...[show_more]
    [last_updated.last_updated_30]
    Private Banker III

    Private Banker III

    Busey • Richmond, VA, US
    [job_card.full_time]
    The Private Banker III develops new deposit, wealth management and loan relationships for high-net-worth clients through prospecting, community involvement and proactive business development activi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Private Client Advisor II

    Private Client Advisor II

    Bank of America • Richmond, VA, United States
    [job_card.full_time]
    Private Client Advisor II Richmond, Virginia • •To proceed with your application, you must be at least 18 years of age.Acknowledge Refer a friend • •To proceed with your application, you must be ...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Registered Client Service Associate

    Registered Client Service Associate

    Morgan Stanley • Richmond, VA, US
    [job_card.full_time]
    Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Community Lending Mortgage Banker

    Community Lending Mortgage Banker

    City National Bank • Richmond, VA, United States
    [job_card.full_time]
    COMMUNITY LENDING MORTGAGE BANKER.This position is responsible for sales of first mortgage and concurrent second loan products to existing and potential banking diverse segment clients.Community Lo...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Private Client Banker Broad St and Willow Lawn- Richmond, VA

    Private Client Banker Broad St and Willow Lawn- Richmond, VA

    JPMorganChase • Richmond, Virginia, USA
    [job_card.full_time]
    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships doing the right thing exceeding expectations and having ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Member Service Consultant Teller

    Member Service Consultant Teller

    Call Federal Credit Union • Richmond, VA, US
    [job_card.full_time]
    Serve as a liaison between the members and the credit union by accurately performing transactions, providing information and referring potential prospects to appropriate staff.Ensure exceptional se...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Service Representative (Colonial Heights Branch)

    Client Service Representative (Colonial Heights Branch)

    Atlantic Union Bank Careers • Colonial Heights, Virginia, USA
    [job_card.full_time]
    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 Rep...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Service Associate (Richmond, VA)

    Client Service Associate (Richmond, VA)

    Raymond James Financial • Richmond, VA, US
    [job_card.full_time]
    Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high qualit...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Branch Leader I, II or III - Lakeside

    Branch Leader I, II or III - Lakeside

    Truist • Richmond, VA, US
    [job_card.full_time] +2
    The branch leader has responsibility for managing all aspects of assigned branch.The responsibilities include but are not limited to : driving branch performance through leading, coaching and managi...[show_more]
    [last_updated.last_updated_30] • [promoted]