Consumer Personal Banker (South Augusta Branch)
This position is responsible for providing a best in class customer experience while assisting new and existing customers through needs based conversations and providing appropriate solutions to meet their immediate, short term and long term financial needs.
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
- Manage risk through adherence to all policies and procedures, demonstrating sound judgement within established limits
- Perform complex branch operational duties as assigned
- Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bancshares' BSA / AML Policy and Procedures.
- 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 registrationHigh school diploma or equivalent required, associate's degree preferredMinimum of 2 years experience in banking or financial services preferredMinimum of 2 years developing customer relationships, achieving sales / production goals, and building referral sources preferredMinimum of 1 year previous lending experience requiredKnowledge & Skills :
Excellent customer service skillsExcellent oral and written communication skillsAbility to exercise sound business judgmentProficient computer skillsAbility to handle multiple tasks with attention to detailsFlexible, able to adapt to changeShifts may vary for each position offering, depending on business needSalary 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. For further information, please review the Know Your Rights notice from the Department of Labor.