Financial Service Specialist

3 weeks ago


Woodbridge, Suffolk, United Kingdom Atlantic Union Bank Full time

The Financial Service Specialist role at Atlantic Union Bank offers an exciting opportunity for individuals who are passionate about delivering exceptional customer service and building strong relationships with clients. As a key member of our team, you will be responsible for providing expert advice on financial products and services, identifying opportunities to deepen customer relationships, and driving business growth through proactive sales conversations.

**Responsibilities:

  • Provide expert advice on financial products and services to customers.
  • Identify opportunities to deepen customer relationships and drive business growth.
  • Develop and maintain knowledge of bank products and services to provide informed recommendations.
  • Collaborate with cross-functional teams to achieve business objectives.
  • Maintain accurate records of customer interactions and transactions.

**Requirements:

  • Possess or be able to obtain an NMLS registration.
  • High school diploma or equivalent required, associate's degree preferred.
  • Minimum of 3 years experience in banking or financial services preferred.
  • Excellent communication and interpersonal skills.
  • Able to work in a fast-paced environment.

**Estimated Salary:** $55,000 - $70,000 per year, based on education, work experience, and certifications.



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