Client Service Representative; Deep Creek Branch
Listed on 2026-01-01
-
Customer Service/HelpDesk
Bank Customer Service -
Finance & Banking
Bank Customer Service
The position is an all-encompassing role that requires the teammate to deliver best-in-class client experience, sales/service solutions, and teller transactions. The Client Services Representative creates a positive client relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank products and services.
Position Accountabilities- Represent the Bank to clients, prospects, and guests in person, by telephone, or by email in a courteous, professional manner.
- Greet and provide exceptional service in person and by telephone/email.
- Provide accurate information regarding Bank services, products, policies, and procedures.
- Open new Business and Consumer accounts and provide information to new and prospective clients by explaining and cross‑selling Bank products and services.
- Partner with other lines of business to identify/refer client needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management).
- Complete forms and other required documents and follow Bank policies and procedures.
- Process transactions in person and via telephone/email to include loan payments, account transfers, and address changes.
- Perform all duties of a Teller, including:
- Perform basic client and cash transactions
- Balance cash each day
- Identify referral opportunities to contribute to branch goals
- Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bank shares BSA/AML Policy and Procedures
- Identify risk and escalate concerns through proper channels
- Develop and maintain knowledge of bank products/services, including other lines of business
- Ability to learn and adapt to changing digital channels
- Perform other duties as assigned.
This position reports to Branch location leadership.
Position Qualifications Education & Experience- High school diploma or equivalent (GED).
- One (1) or more years of experience in a client service and/or a cross‑trained teller position.
- Previous cash handling experience preferred.
- 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 detail.
- Flexible, able to adapt to change.
- Shifts may vary for each position depending on business need.
- Able to stand for extended periods of time and lift objects up to 30 pounds.
- Some local travel possible.
Salary will be based on several factors, including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in an applicable incentive compensation plan and a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting. We are proud to be an Equal Employment Opportunity employer. We maintain a drug‑free workplace.
Employment Type: Full‑Time
Department /
Functional Area
: Retail
Vacancy: 1
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