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Consumer Personal Banker (Three Chopt Branch)

Atlantic Union Bank · Richmond, Virginia, US

This position is responsible for providing a best in class customer experience while assisting new and existing customers through needs based conversations a...

Job description

This position is responsible for providing a best in class customer experience while assisting new and existing customers through needs based conversations and providing appropriate solutions to meet their immediate, short term and long term financial needs. Position Accountabilities: - Create customer loyalty through needs based conversations in order to deliver a differentiated customer experience - Develop and maintain knowledge of bank products, services, including other lines of business - Proficiency in digital channel technology and ability to educate customers (e.g., Zoom, Appointment Scheduler Tool, Docu Sign, GRO, Online Banking, Mobile Banking, ATM Banking) - Drive proactive sales conversations through internal and external interactions including outbound calling, service to sales, teller interactions and appointment setting - Acquire new customers through prospecting efforts while maintaining and deepening existing customer relationships - Strong individual sales/referral skills to identify and close sales opportunities to contribute to personal and branch sales goals - Promote the branch’s overall growth through the development and retention of new and existing custome...