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Financial Service Representative

1 week ago


Woodbridge, Suffolk, United Kingdom Atlantic Union Bank Full time

Atlantic Union Bank seeks a motivated Banking Associate to join our team. As a Banking Associate, you will create positive customer relationships by effectively communicating the benefits of Atlantic Union Bank's products and services.

Job Description:
  • Create customer loyalty through needs-based conversations 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 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