Fredericksburg, VA30+ days ago
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 customers • Partner with other lines of business in order to identify/refer customer needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management) • Uncover and provide solutions for lending needs • Serve as a contact for customer problem resolution regarding deposit, credit, and other products and services • Review individual performance via scorecard and other resources and make necessary adjustments to meet sales performance goals • Perform teller functions and cash transactions • Balance cash each day • Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures • Manage risk through adherence to all policies and procedures, demonstrating sound judgement within established limits • Perform complex branch operational duties as assigned • Ensure that all required training is successfully completed • Other duties as assigned. • Possess or be able to obtain an NMLS registration • High school diploma or equivalent required, associate's degree preferred • Minimum of 1 year experience in banking or financial services preferred • Minimum of 1 year developing customer relationships, achieving sales/production goals, and building referral sources preferred • Previous cash handling experience preferred • Teller experience strongly preferred • Customer service experience required • Lending experience preferred.