Client Service Representative - Floater (Ashton, Olney, Potomac, Leisureworld & Layhill)

Atlantic Union Bank · Ashton-Sandy Spring, Maryland, United States

Location
Ashton-Sandy Spring
Job Type
Full-time
Posted
July 02, 2026

Job Description

The position is an all-encompassing role which requires the teammate to deliver best in class client experience, sales/service solutions, as well as handle teller transactions. The Client Services Representative creates a positive client relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank’s 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, Investmen...
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