Financial Services Advisor II
Union Bank & Trust
This position is responsible for assisting new and existing customers with their immediate, short term and long term financial needs, new account openings, maintenance requests, credit requests, and appropriate partner referrals.
•Promote the bank’s products and services by engaging customers through appropriate sales activities. (i.e. Outbound Calling, Customer Needs Assessments)
•Participate in the Bank’s Customer Relationship Profitability Management Program (CRPM) by identifying existing, new, and potential customers’ needs and refer to other lines of business such as Mortgage, Investments, Insurance, Small Business, and Commercial
Lending as needed.
•Promote the branch’s overall growth through the development and retention of new and existing customers.
•Effectively and efficiently handle the processing of account openings, account transactions, account maintenance and credit requests.
•Responsible for attaining personal sales goals.
•Participate in branch contests and sales promotions.
•Provide outstanding customer experience and effectively resolve customer issues regarding account information.
•Manage key branch reports. (i.e. Charge Offs, Overdrafts, Insufficient Funds, Balance Change)
•Participate in monthly conference calls and regional meetings to keep the team informed of all operational, procedural or policy changes.
•Provide customers with notary services as needed.
•May provide assistance to fellow teammates during peak periods or in staffing emergencies.
•Adhere to all applicable laws and regulations governing bank operations, including compliance with Union Bankshares’ BSA/AML Policy and Procedures.
This position reports to the Branch Manager.
Education & Experience
•High School diploma or equivalent work experience, college degree preferred
•Previous cash handling experience in a retail environment preferred
Knowledge & Skills
•Proven ability to recognize and respond to sales opportunities
•Excellent communication skills
•Excellent customer interaction
•Excellent math skills
•Attention to detail
•Flexible, able to adapt to change
•Intermediate computer skills
We are proud to be an EEO/AA employer Minority/Female/Disability/Veterans.
We maintain a drug-free workplace.