Treasury Management Client Services Representative

Atlantic Union Bank

. Resolve complex line-of-business-specific client inquiries and escalated service issues .

Posted 11/3/2026full-timeRemote • Maryland • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in resolving complex client inquiries and escalated service issues while providing both technical and non-technical customer support. Proficient in coordinating with cross-functional teams to ensure timely resolution and compliance with regulatory requirements.

Highest-signal resume keywords

Client CommunicationIssue ResolutionCross-Functional CoordinationCustomer ServiceNMLS Registration

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales Order ProcessingQuotationsJob Procedures KnowledgeTechnical SupportNon-Technical Support

Soft Skills

Problem SolvingInterpersonal SkillsAttention to Detail

Tools & Technologies

Remote Customer Service ToolsEmail CommunicationOnline Chat PlatformsText Communication

Certifications & Qualifications

NMLS Registration

Industry Keywords

Client InquiriesService IssuesPost-Sales SupportPre-Sales SupportCompliance

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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