Job Description

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 registration


• High school diploma or equivalent required, associate’s degree preferred


• Minimum of 2 years experience in banking or financial services preferred


• Minimum of 2 years developing customer relationships, achieving sales/production goals, and building referral sources preferred


• Minimum of 1 year previous lending experience required

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

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 . 

We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace.

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