Talent.com
Client Service Representative (Sandbridge Branch)

Client Service Representative (Sandbridge Branch)

Atlantic Union BankVirginia Beach, VA, United States
14 days ago
Job type
  • Full-time
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.

    Create a job alert for this search

    Client Service Representative • Virginia Beach, VA, United States

    Related jobs
    • Promoted
    Client Billing Partner

    Client Billing Partner

    VirtualVocationsVirginia Beach, Virginia, United States
    Full-time
    A company is looking for a Client Billing Partner I - II.Key Responsibilities Provide revenue cycle management and account management to member clients Build and maintain relationships with key ...Show moreLast updated: 2 days ago
    • Promoted
    Senior Associate Customer Experience

    Senior Associate Customer Experience

    VirtualVocationsChesapeake, Virginia, United States
    Full-time
    A company is looking for a Senior Associate, Customer Experience.Key Responsibilities Lead strategic planning to enhance customer experience for DashPass subscribers Analyze data to identify opp...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Account Executive - AI

    Senior Account Executive - AI

    VirtualVocationsChesapeake, Virginia, United States
    Full-time
    A company is looking for a Senior Account Executive - AI, Digital & Orchestration.Key Responsibilities Partner with core account executives and sales management on territory and account planning,...Show moreLast updated: 2 days ago
    • Promoted
    Member Services Representative

    Member Services Representative

    VirtualVocationsNewport News, Virginia, United States
    Full-time
    A company is looking for a Member Services Representative.Key Responsibilities Handle a high volume of complex inbound calls and provide accurate information to customers Guide customers through...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Member Service Representative

    Member Service Representative

    VirtualVocationsVirginia Beach, Virginia, United States
    Full-time
    A company is looking for a Member Service Representative to join their remote call center team.Key Responsibilities Handle a minimum of 50 calls per day, providing exceptional customer service to...Show moreLast updated: 21 hours ago
    • Promoted
    Call Center Advisor

    Call Center Advisor

    VirtualVocationsChesapeake, Virginia, United States
    Full-time
    A company is looking for a Call Center Advisor 1 - Tier 1.Key Responsibilities Provide first-tier customer service support for inbound calls, addressing client needs and issues Engage in active ...Show moreLast updated: 30+ days ago
    • Promoted
    Customer Experience Lead

    Customer Experience Lead

    VirtualVocationsChesapeake, Virginia, United States
    Full-time
    A company is looking for a Customer Experience Lead.Key Responsibilities Lead escalated case resolution by managing high-priority requests and coordinating with internal and external partners Fa...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Call Center Specialist

    Remote Call Center Specialist

    VirtualVocationsChesapeake, Virginia, United States
    Remote
    Full-time
    A company is looking for a Resolution Center - Remote Call Center Specialist.Key Responsibilities Handles a high volume of inbound and outbound calls, resolving routine inquiries and directing co...Show moreLast updated: 30+ days ago
    • Promoted
    Account Executive - Financials

    Account Executive - Financials

    VirtualVocationsChesapeake, Virginia, United States
    Full-time
    A company is looking for an Account Executive (Financials) to drive sales in the commodities market across North America. Key Responsibilities Own the full sales cycle, including prospecting, deve...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    EMEA Account Executive

    EMEA Account Executive

    VirtualVocationsChesapeake, Virginia, United States
    Full-time
    A company is looking for an EMEA Account Executive to drive new customers and revenue.Key Responsibilities Self-prospect to build a strong sales pipeline and exceed sales targets Collaborate wit...Show moreLast updated: 21 hours ago
    • Promoted
    Account Executive, Michigan

    Account Executive, Michigan

    VirtualVocationsChesapeake, Virginia, United States
    Full-time
    A company is looking for an Account Executive, Majors.Key Responsibilities Develop and close new business or expand existing accounts within an assigned geographic territory Build and manage a s...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    New Jersey Licensed Client Service Associate

    New Jersey Licensed Client Service Associate

    VirtualVocationsPortsmouth, Virginia, United States
    Full-time
    A company is looking for a Client Service Associate to join a fast-paced team in the financial services sector.Key Responsibilities Prepare client meeting agendas, gather client data, and prepare...Show moreLast updated: 19 hours ago
    • Promoted
    Solar Appointment Setter

    Solar Appointment Setter

    VirtualVocationsChesapeake, Virginia, United States
    Full-time
    A company is looking for a Solar Appointment Setter.Key Responsibilities Make outbound calls to leads and warm prospects Confirm homeowner appointments and schedule presentations Update CRM and...Show moreLast updated: 1 day ago
    • Promoted
    Florida Licensed Inbound Sales Agent

    Florida Licensed Inbound Sales Agent

    VirtualVocationsChesapeake, Virginia, United States
    Full-time
    A company is looking for an Inbound Remote Sales Representative.Key Responsibilities Handle inbound calls and warm leads to consult with customers on insurance needs Match appropriate coverages,...Show moreLast updated: 30+ days ago
    • Promoted
    Account Closure Specialist

    Account Closure Specialist

    VirtualVocationsChesapeake, Virginia, United States
    Full-time
    A company is looking for a Specialist I, Closures.Key Responsibilities Ensure timely return of inventory to clients using appropriate codes Review account history for accuracy and calculate nece...Show moreLast updated: 1 day ago
    • Promoted
    Texas Licensed Inbound Sales Agent

    Texas Licensed Inbound Sales Agent

    VirtualVocationsChesapeake, Virginia, United States
    Full-time
    A company is looking for a Remote Inbound Sales Representative.Key Responsibilities Handle inbound calls and warm leads to consult with customers on their insurance needs Match appropriate cover...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Senior Associate, Client Services

    Senior Associate, Client Services

    VirtualVocationsNewport News, Virginia, United States
    Full-time
    A company is looking for a Senior Associate, CSA-3.Key Responsibilities Provide clients with account statements, balance inquiries, and various banking documents Facilitate account maintenance, ...Show moreLast updated: 11 hours ago
    • Promoted
    Client Operations Specialist

    Client Operations Specialist

    VirtualVocationsVirginia Beach, Virginia, United States
    Full-time
    A company is looking for a Client Operations Specialist to provide operational support for advertising campaigns.Key Responsibilities Proactively manage operational activities and support Commerc...Show moreLast updated: 30+ days ago