What are the responsibilities and job description for the Client Service Representative (Covington Branch) (Work at Lexington branch as needed) position at Atlantic Union Bank?
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
Organizational Relationship
This position reports to Branch location leadership.
Position Qualifications
Education & Experience
Knowledge & Skills
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 EEO / AA employer, Minority / Female / Disability / Veteran. We maintain a drug-free workplace.
