Customer Banking Associate

Customer Banking Associate

Job Overview:

The Customer Banking Associate role is an all encompassing position responsible for delivering a best in class customer experience, providing sales and service solutions, and handling teller transactions. This role builds strong customer relationships by clearly communicating the benefits of Atlantic Union Bank products and services.

Key Responsibilities:

• Boost customer loyalty through tailored conversations that prioritize individual needs and provide a personalized experience
• Maintain strong awareness of bank products and services across all departments
• Use digital banking platforms such as Zoom, Appointment Scheduler, DocuSign, GRO, Online Banking, Mobile Banking, and ATM Banking
• Drive sales through outbound calls, service to sales conversions, teller engagement, and appointment scheduling
• Acquire new customers through targeted prospecting and strengthen existing relationships
• Achieve personal and branch sales targets by identifying and closing opportunities
• Support branch growth through customer acquisition and retention
• Collaborate with Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, and Treasury Management teams
• Identify and fulfill loan and financial product needs
• Assist customers with deposit, credit, and service-related issues
• Align activities with sales goals using performance scorecard insights
• Perform teller duties including cash handling and transaction processing
• Verify daily cash balances for accuracy
• Follow banking regulations including BSA/AML policies and procedures
• Reduce risk by following procedures and applying sound judgment
• Perform complex branch operational duties as assigned
• Complete all required training programs
• Perform additional duties as assigned

Reporting Structure:

This position reports to the designated branch leader.

Qualifications:

• NMLS registration required or ability to obtain
• High school diploma or equivalent required; associate degree preferred
• Minimum 1 year banking or financial services experience preferred
• Minimum 1 year sales and customer relationship experience preferred
• Cash handling experience preferred
• Teller experience preferred
• Strong customer service experience required
• Lending experience preferred

Skills:

• Strong customer service and problem solving skills
• Excellent verbal and written communication abilities
• Strong business judgment and decision making skills
• Proficiency in computers and digital banking platforms
• Ability to multitask with strong attention to detail
• Adaptability and flexibility in a changing environment

Additional Information

Shifts may vary based on business needs. Must be able to stand for extended periods and lift up to 30 pounds. Salary is based on education, experience, and certifications, and may include incentive compensation or profit sharing.

Atlantic Union Bank is committed to Equal Employment Opportunity principles and maintaining a drug free workplace.

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