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Job Details

Financial Services Advisor Floater

Company name
Union Bankshares Corporation

Location
Harrisonburg, VA, United States

Employment Type
Full-Time

Industry
Finance, Customer Service

Posted on
Jan 08,2019

Valid Through
Apr 23,2019

Profile

**Upon hire, must be able to attend 4 WEEKS of PAID TRAINING, which will include some overnight travel to the Richmond, VA area**

Position 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. This position travels to multiple branch locations throughout Bedford, Lynchburg, Forest and, as needed, to other parts of the Greater Roanoke market to fill critical staffing needs, which requires a high degree of flexibility during open hours of all branches in the region.

Position Accountabilities

Provide excellent customer experience

Build customer relationships through needs based conversations

Identity and close sales opportunities to contribute to personal and branch goals

Perform basic customer and cash transactions

Balance cash each day

Participate in sales outreach strategies including outbound calling

Promote the branch’s overall growth through the development and retention of new and existing customers

Adhere to all applicable laws and regulations governing bank operations, including compliance with Union Bankshares’ BSA/AML Policy and Procedures.

Identify risk and escalate concerns through proper channels

Develop and maintain knowledge of bank products, services, including other lines of business

Proficiency in digital channel technology and ability to educate customers

Other duties as assigned

Organizational Relationship

This position is supervised by branch leadership and reports to the Float Team Manager.

Requirements

Education & Experience

High school diploma or equivalent required, Associates Degree preferred

Previous cash handling experience preferred

Previous customer service 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

Ability to travel to multiple branches within a business day

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.

Company info

Union Bankshares Corporation
Website : http://www.ubsh.com