Universal Banker (Bermuda Branch)


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
  • Perform teller functions and cash transactions
  • Balance cash each day
  • Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures.
  • Manage risk through adherence to all policies and procedures, demonstrating sound judgement within established limits
  • Perform complex branch operational duties as assigned
  • Ensure that all required training is successfully completed
  • Other duties as assigned

Organizational Relationship

This position reports to the Branch Manager.

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 1 year experience in banking or financial services preferred
  • Minimum of 1 year developing customer relationships, achieving sales/production goals, and building referral sources preferred
  • Previous cash handling experience preferred
  • Teller experience strongly preferred
  • Customer service experience required
  • Lending experience preferred

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
  • Able to stand for extended periods of time and lift objects up to 30 pounds

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


    Securities, Commodities, and Financial Services Sales Agents


    High School or Equivalent


    1 to 20+ years

    Job type

    Full time

    Salary Range
    $41,000.00 - 80,000.00
    per Year
    Salary range estimated by
    Chester, VA 23831, US
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