Banking Specialist

Banking Specialist

Job Description

Banking Specialists are expected to handle a variety of banking functions, including processing transactions, providing guidance on products and services, and assisting customers with inquiries. This role plays a key part in enhancing the overall customer experience while promoting bank offerings that align with customer needs.

Position Accountabilities:

• Build customer loyalty by engaging in needs-based conversations that deliver a personalized banking experience
• Maintain strong knowledge of banking products and services across all business lines
• Demonstrate proficiency in digital banking tools including Zoom, Appointment Scheduler, DocuSign, GRO, Online Banking, Mobile Banking, and ATM Banking
• Encourage proactive sales conversations through internal collaboration and customer interactions including outbound calling, service-to-sales opportunities, teller engagement, and appointment setting
• Acquire new customers through proactive prospecting while maintaining and growing existing relationships
• Identify and close sales opportunities to achieve individual and branch performance goals
• Support branch growth through customer acquisition and retention strategies
• Collaborate with Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, and Treasury Management teams
• Identify and fulfill lending and financial service needs for customers
• Assist customers with resolving issues related to deposits, credit, and banking services
• Review performance scorecards and adjust activities to meet sales objectives
• Perform teller duties including cash handling and transaction processing
• Balance cash drawers daily to ensure accuracy and compliance
• Follow all banking regulations including BSA/AML requirements
• Manage risk by adhering to policies and exercising sound judgment
• Perform complex branch operational duties as assigned
• Complete all required training programs
• Perform additional duties as assigned

Organizational Relationship:

This position reports to the designated Branch Leader.

Education and Experience:

• NMLS registration required or ability to obtain
• High school diploma or equivalent required; associate degree preferred
• Minimum 1 year of banking or financial services experience preferred
• Minimum 1 year of sales or customer relationship experience preferred
• Cash handling experience preferred
• Teller experience strongly preferred
• Customer service experience required
• Lending experience preferred

Knowledge and Skills:

• Strong customer service and relationship-building skills
• Excellent verbal and written communication abilities
• Strong business judgment and decision-making skills
• Proficiency in digital and computer banking systems
• Ability to manage multiple tasks with strong attention to detail
• Adaptability in a fast-paced and changing environment

Work schedules may vary based on business needs. Ability to stand for long periods and lift up to 30 pounds is required.

Salary will be based on education, experience, and certifications. This role may also be eligible for incentive compensation or discretionary profit-sharing bonuses.

Atlantic Union Bank is an Equal Employment Opportunity employer and maintains a drug-free workplace.