A Client Service Representative or Associate receives calls from clients and customers, provides information about products, services and policies, and assists clients with transactions. Handles client inquiries and helps to resolve complaints. May help callers to complete on-line transactions. May help financial services clients to manage accounts. In banking, may handle branch service transactions.
Specialist II - Floating Client Service Representative Ashton Branch Atlantic Union Bank life insurance, paid time off, 401(k) United States, Maryland, Ashton Sep 03, 2026
Description Responsible for delivering high-quality, consistent client experiences across needed branch locations while ensuring operational excellence and adherence to bank policies and regulatory requirements.
Activities may include:
Managing day-to-day branch service operations
Supporting client transactions
Ensuring accurate and timely execution of all frontline banking activities
Coaching and supporting branch teams to meet performance expectations
Implementing process improvements that strengthen service delivery
Monitoring operational controls to reduce risk and maintain compliance Career Specialization Definition The Universal Banker role: Responds to customers' needs by processing routine banking transactions at teller window or on the platform under minimal supervision, and provides flexibility of coverage for the branch.
Engages in broad range of sales and service activities to provide superior level of customer service.
Responsibilities include, but not limited to:
Opening new accounts
Handling teller transactions
Marketing and cross-selling bank products and services
Resolving complex customer service issues
Utilizes banking knowledge to identify additional sales and service opportunities
Builds rapport to engage prospects in a banking relationship and enhance existing customer relationships
Refers customer to other banking services and other bank personnel as appropriate
Other duties as assigned Requires basic knowledge of job procedures & tools obtained through work experience and may require vocational or technical education.
Responsibilities typically include:
Working under moderate supervision.
Problems are typically of a routine nature, but may at times require interpretation or deviation from standard procedures.
Communicates information that requires some explanation or interpretation. Knowledge & Experience Typically requires 2+ years relevant experience
May require vocational or technical training Physical/Environmental Requirements Must be able to stand for extended periods of time & lift objects up to 30lbs Compensation offered will be based on a variety of factors, including but not limited to education, work experience, skills, certifications, and geographic location, etc. Eligible teammates may participate in a comprehensive benefits package that includes medical, dental, vision, life insurance, disability coverage, paid time off, retirement savings through a 401(k) plan, wellness resources, and other programs designed to support teammates' health and financial well-being, subject to plan terms and eligibility requirements. In addition, certain positions may be eligible for incentive compensation, bonuses, or other variable compensation, subject to applicable plans and performance criteria. General information on our comprehensive benefits package can be found by visiting Employee Benefits | Banking Career Benefits | Atlantic Union Bank Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.