AU

Atlantic Union Bank

Client Service Representative - Floater

Customer Service Representative Full Time Entry $35,037 - $52,556
Glen Burnie, Maryland, United States

Job Description

Representatives greet clients at Atlantic Union Bank, explaining products like checking accounts during phone and email interactions. They open consumer accounts, cross-sell services such as investments, and process transfers at counters. Their expertise resolves inquiries on policies, maintains transaction accuracy, and escalates risks under BSA rules to build relationships through exceptional service.

Atlantic Union Bank delivers financial services in regional markets. The institution offers solutions for businesses, personal banking, and mortgages, emphasizing stability and growth. It invests in employee capabilities through training, promoting equity in opportunities for diverse talent advancement within banking professions.

Activities encompass handling loan payments via systems, balancing cash draws daily, and referring clients to teams like business banking. Staff adhere to regulations during transactions, identify opportunities for upgrades in digital channels, and perform duties like lifting objects up to 30 pounds while standing extended periods. They manage multiple tasks, ensuring detail-oriented processing in floated branch locations with possible local travel.

Floater positions offer competitive pay influenced by experience, with potential profit-sharing. Shifts vary by business needs, allowing professional development via product knowledge training. Benefits include medical, dental, vision, 401(k) plans, and maintenance of drug-free workplaces focused on employee well-being in inclusive environments.

Responsibilities

  • Greet and assist clients in person and by phone
  • Open accounts and process transactions
  • Balance cash and refer clients to services
  • Adhere to compliance and regulations

Requirements

  • High school diploma or GED
  • 1+ year in client service or teller role
  • Cash handling experience preferred
  • Able to stand for extended periods and lift 30 pounds
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