Client Service Representative (Beltsville)
Atlantic Union Bank
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- Location
- Beltsville, MD
- Work style
- On-site
- Job type
- Full time
- Posted
- Oct 9
- 10 days ago
Career path
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About the company
Atlantic Union Bank
Banking · 1,001 to 5,000 employees
What you'll do
- Processes banking transactions, opens accounts, markets bank products and services, and resolves customer service issues.
- Builds customer relationships and identifies sales and service opportunities.
What you need
- Typically requires 2+ years relevant experience and may require vocational or technical training.
- Must be able to stand for extended periods and lift objects up to 30lbs.
Key skills
banking knowledgecustomer servicesales and service activities
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Perks
- medical
- dental
- vision
- life insurance
- disability coverage
- paid time off
- 401(k) plan
- wellness resources
See full description on company page, apply now
Read the full posting here
Branch Delivery is responsible for delivering high-quality, consistent client experiences across branch locations while ensuring operational excellence and adherence to bank policies and regulatory requirements. Activities may include:
Managing day-to-day branch service operations
Supporting client transactions
Ensuring accurate and timely execution of all frontline banking activities
Coaching and supporting branch teams to meet performance expectations
Implementing process improvements that strengthen service delivery
Monitoring operational controls to reduce risk and maintain compliance
Career Specialization Definition
The Universal Banker role:
Responds to customers' needs by processing routine banking transactions at teller window or on the platform under minimal supervision, and provides flexibility of coverage for the branch.
Engages in broad range of sales and service activities to provide superior level of customer service.
Responsibilities include, but not limited to:
Opening new accounts
Handling teller transactions
Marketing and cross-selling bank products and services
Resolving complex customer service issues
Utilizes banking knowledge to identify additional sales and service opportunities
Builds rapport to engage prospects in a banking relationship and enhance existing customer relationships
Refers customer to other banking services and other bank personnel as appropriate
Other duties as assigned
Career Level Definition
Requires basic knowledge of job procedures & tools obtained through work experience and may require vocational or technical education. Responsibilities typically include:
Working under moderate supervision.
Problems are typically of a routine nature, but may at times require interpretation or deviation from standard procedures.
Communicates information that requires some explanation or interpretation.
Knowledge & Experience
Typically requires 2+ years relevant experience
May require vocational or technical training
Physical/Environmental Requirements
Must be able to stand for extended periods of time & lift objects up to 30lbs
Compensation offered will be based on a variety of factors, including but not limited to education, work experience, skills, certifications, and geographic location, etc.
Eligible teammates may participate in a comprehensive benefits package that includes medical, dental, vision, life insurance, disability coverage, paid time off, retirement savings through a 401(k) plan, wellness resources, and other programs designed to support teammates' health and financial well-being, subject to plan terms and eligibility requirements. In addition, certain positions may be eligible for incentive compensation, bonuses, or other variable compensation, subject to applicable plans and performance criteria. General information on our comprehensive benefits package can be found by visiting Employee Benefits | Banking Career Benefits | Atlantic Union Bank