Universal Banker (Deep Creek)
$47,389–$70,000 year
On-siteChesapeake, Virginia, United States
Job Summary
Conduct needs-based conversations to create customer loyalty while delivering differentiated experiences through Atlantic Union Bank's products and services. Execute teller functions, manage cash transactions, and balance daily cash, alongside performing complex branch operational duties. Drive sales through outbound calling, service-to-sales interactions, and appointment setting to acquire new customers and deepen existing relationships. Partner with other lines of business to uncover lending needs and refer opportunities across mortgage, investments, and commercial banking. Resolve customer problems regarding deposits, credit, and other products while adhering to BSA/AML policies and risk management procedures. Maintain proficiency in digital channels including Zoom, DocuSign, and Online Banking to educate clients effectively.
Required Qualifications
- Possess or be able to obtain an NMLS registration
- High school diploma or equivalent
- Minimum of 1 year experience in banking or financial services
- Minimum of 1 year developing customer relationships, achieving sales/production goals, and building referral sources
- Previous cash handling experience
- Teller experience
- Customer service experience
- Lending experience
- 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
- Able to stand for extended periods of time and lift objects up to 30 pounds
- Must be able to obtain an NMLS registration
- Must have customer service experience
- Must have Teller experience
- Must have Lending experience
Desired Qualifications
- Associate's degree
- Minimum of 1 year experience in banking or financial services
- Minimum of 1 year developing customer relationships, achieving sales/production goals, and building referral sources
- Previous cash handling experience
- Teller experience
- Lending experience
- 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
- 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
- Shifts may vary for each position offering, depending on business need
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