Relationship Banker

Relationship Banker

Job Overview:

The Relationship Banker 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:

• Forge customer allegiance through needs based conversations that deliver a strong and personalized customer experience
• Maintain strong knowledge of all bank products and services across multiple lines of business
• Use digital banking tools such as Zoom, Appointment Scheduler, DocuSign, GRO, Online Banking, Mobile Banking, and ATM Banking
• Encourage proactive sales conversations through outbound calls, converting service requests into sales opportunities, teller engagement, and appointment setting
• Acquire new customers through targeted prospecting while strengthening existing relationships
• Achieve personal and branch sales goals by identifying and closing opportunities
• Support branch growth through customer acquisition and retention strategies
• Collaborate with Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, and Treasury Management teams
• Identify and fulfill customer needs for loans and financial services
• Assist customers with deposit, credit, and service related issues
• Adjust strategies based on performance scorecards to meet sales targets
• Perform teller duties including cash handling and transaction processing
• Ensure accurate daily cash reconciliation
• Follow all banking regulations including BSA AML policies and procedures
• Manage risk by following procedures and exercising sound judgment
• Perform complex branch operational duties as assigned
• Complete all required training programs
• Perform additional duties as assigned

Reporting Structure

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 abilities
• Excellent verbal and written communication skills
• Strong business judgment and decision making capability
• Proficiency with computers and digital banking systems
• 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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