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.