Universal Banker (South Boston)

Universal Banker (South Boston) Atlantic Union Bank profit sharing United States, Virginia, South Boston 3609 Old Halifax Road (Show on map) May 05, 2026
Description The position is an all-encompassing role which requires the teammate to deliver best in class customer experience, sales/service solutions, as well as handle teller transactions. The Universal Banker creates a positive customer relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services. 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 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 Organizational Relationship This position reports to the assigned leader of the branch. Position Qualifications Education & Experience 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 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 Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.
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