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Company Contact Info

  • Orange, VA 22960

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Financial Services Advisor II

Union Bank & Trust • Orange, VA

Posted 1 month ago

Job Snapshot

Full-Time
Degree - High School
Banking - Financial Services, Retail
Banking

Job Description

Position 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

• Provide excellent customer experience
• Build customer relationships through needs based conversations
• Identify and close sales opportunities to contribute to personal and branch goals
• Uncover and provide solutions to lending needs
• Perform basic customer and cash transactions as needed
• Balance cash each day
• Participate in sales outreach strategies including outbound calling
• Promote the branch’s overall growth through the development and retention of new and existing customers
• Adhere to all applicable laws and regulations governing bank operations, including compliance with 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
• Proficiency in digital channel technology and ability to educate customers
• Other duties as assigned

Organizational Relationship

This position reports to the Branch Manager.

Job Requirements

Position Qualifications

Education & Experience

• High school diploma or equivalent required, Associates Degree preferred
• Previous cash handling experience preferred
• Previous customer service experience required

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

We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace.
Job ID: 19-0344
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