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Treasury Management Client Services Representative

🔥 23 hours ago

🦀 Maryland – Remote

infoinfo

⏰ Full Time

🟢 Junior

🟡 Mid-level

📁 Client Services

🚫👨‍🎓 No degree required

Where this job comes from

Posted on Atlantic Union Bank's careers page, not through a job board

First seen by Remote Rocketship 23 hours ago

Still open on Atlantic Union Bank's site. Checked 12 minutes ago.

Logo of Atlantic Union Bank

Atlantic Union Bank

1001 - 5000 employees

Founded 1902

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

Atlantic Union Bank is a financial institution based in Virginia, offering a comprehensive suite of banking services including checking accounts, savings accounts, personal and business loans, credit cards, and wealth management solutions. With roots tracing back to 1902, the bank is committed to providing fair financial solutions and honest advice, aiming to create opportunities for families and business owners within the community. Through both online and physical branches, Atlantic Union Bank strives to enhance the banking experience for its customers and supports local initiatives.

📋 Description

• Resolve complex line-of-business-specific client inquiries and escalated service issues • Investigate issues and coordinate with cross-functional teams • Communicate with clients and provide timely resolution • Provide technical and/or non-technical customer service • Provide remote/virtual customer service via phone, email, online chat, or text • Provide specialized virtual support for escalated customer issues and post-sales product support • Provide pre- and post-sales support, including quotations and sales order processing • Perform other duties as assigned • Work under moderate supervision

🎯 Requirements

• Typically requires 2+ years relevant experience • May require vocational or technical training • May require obtaining and/or maintaining NMLS registration • Basic knowledge of job procedures and tools obtained through work experience • Ability to investigate client issues, coordinate cross-functionally, communicate with clients, and resolve issues while maintaining compliance with business and regulatory requirements

🏖️ Benefits

• Medical insurance • Dental insurance • Vision insurance • Life insurance • Disability coverage • Paid time off • Retirement savings through a 401(k) plan • Wellness resources • Other programs designed to support teammates' health and financial well-being • Incentive compensation, bonuses, or other variable compensation may be available for certain positions, subject to applicable plans and performance criteria

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