Transaction Specialist

Transaction Specialist

Job Overview:

This position is responsible for delivering a best-in-class customer experience while accurately processing financial transactions, assisting existing and prospective customers, and supporting branch sales goals.

Core Responsibilities:

• Ensure high levels of customer satisfaction by consistently delivering excellent service
• Process basic customer interactions and cash transactions accurately
• Review and reconcile daily cash balances to maintain financial accuracy
• Identify referral opportunities that support branch objectives
• Comply with all banking regulations and policies, including Atlantic Union Bankshares’ BSA/AML Policy and Procedures
• Identify potential risks and escalate concerns through appropriate channels
• Maintain knowledge of bank products, services, and business lines
• Adapt to evolving digital banking platforms and tools
• Perform additional duties as assigned

Reporting Structure:

This role is supervised by the designated branch leader.

Eligibility Requirements:

• High school diploma or equivalent required
• Cash handling experience preferred
• Prior customer service experience required

Skills and Competencies:

• Strong customer service capabilities
• Excellent verbal and written communication skills
• Sound business judgment and decision making ability
• Basic computer proficiency
• Ability to manage multiple tasks with strong attention to detail
• Adaptability and flexibility in changing environments
• Ability to stand for long periods and lift up to 30 pounds
• Flexible scheduling based on business needs

Compensation & Workplace:

Salary is based on education, experience, and certifications and may include incentive compensation or discretionary profit-sharing programs. Atlantic Union Bank is committed to Equal Employment Opportunity and maintaining a drug-free workplace.

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