Client Service Representative - Floater (Fredericksburg/Hanover Market)

Job 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 tr...