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Union Bank Jobs in Virginia (NOW HIRING)

Atlantic Union Bank

Universal Banker (Orange)

Orange, VA · On-site

$17.25 - $21.75/hr

Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures. * Manage risk through adherence to all ...

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What is Union Bank?

A Union Bank is a financial institution that offers a variety of banking and financial services to individuals, businesses, and organizations. These services typically include savings and checking accounts, loans, mortgages, credit cards, and investment products. Union Banks may also provide online banking, wealth management, and other specialized financial solutions. The term 'Union Bank' can refer to a specific bank with that name or, more generally, to banks that were established to serve the needs of a particular group or community, such as labor unions or cooperative organizations.

What are the key skills and qualifications needed to thrive as a Union Bank employee?

To thrive as a Union Bank employee, you generally need a background in finance, banking operations, and customer service, often supported by a relevant degree or banking certifications. Familiarity with core banking systems, digital financial platforms, and compliance tools is typically required. Strong interpersonal skills, attention to detail, and problem-solving abilities help professionals build trust and resolve client issues effectively. These skills and qualities are crucial for ensuring regulatory compliance, operational efficiency, and exceptional customer satisfaction in a competitive financial environment.

What are some common challenges faced by employees working at Union Bank, and how are they typically addressed within the organization?

Employees at Union Bank often encounter challenges such as adapting to regulatory changes, managing high customer expectations, and working within a fast-paced, compliance-driven environment. To address these, Union Bank provides regular training on regulatory updates, encourages open communication within teams, and offers support through mentorship programs. Collaboration among departments is emphasized to ensure employees can quickly resolve issues and continue delivering excellent service to clients. These practices help staff stay informed, supported, and efficient in their roles.

What are the most commonly searched types of Bank jobs in Virginia?

The most popular types of Bank jobs in Virginia are:

What are popular job titles related to Union Bank jobs in Virginia?

For Union Bank jobs in Virginia, the most frequently searched job titles are:

What job categories do people searching Union Bank jobs in Virginia look for?

The top searched job categories for Union Bank jobs in Virginia are:

What cities in Virginia are hiring for Union Bank jobs?

Cities in Virginia with the most Union Bank job openings:

Union Bank jobs near you
Infographic showing various Union Bank job openings in Virginia as of August 2026, with employment types broken down into 86% Full Time, 13% Part Time, and 1% Contract. Highlights an 94% Physical, 3% Hybrid, and 3% Remote job distribution.

Senior Financial Consultant--Wealth Management (Fairfax/McLean/Woodbridge/Vienna/Springfield)

Atlantic Union Bank

Fairfax, VA • On-site

$115K/yr

Full-time

Re-posted 13 days ago

Atlantic Union Bank rating

7.8

Company rating: 7.8 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

88th of 171 rated banks

Job description

This position is responsible for providing investment solutions to individuals and businesses, managing client goals and objectives and maintaining client relationships. The Senior Financial Consultant position actively partners with Atlantic Union Bank branches.
Position Accountabilities
  • Counsel customers on investment related topics including retirement planning, tax planning, education planning, income management, risk management, suitability and investment objectives.
  • Adheres to Regulation Best Interest (Reg BI) and acts as a fiduciary for the client in all advisory relationships.
  • Acquire, expand and maintain client relationships through, business development, client networking and partnering with internal lines of business.
  • Purchase and sell securities to corporations, banks, individuals, partnerships, foundations or trust customers which meet their needs and/or when customer objectives change or need arises.
  • Annually develop and maintain a personal business plan that identifies revenue and asset under management growth goals, outlines partnership strategies with assigned bank branches, incorporates planning for target households, identifies ideas to prospect for new customers and further deepen relationships with existing customers.
  • Builds and maintains high quality relationships with clients and prospects.
  • Maintain and service current customer accounts by answering questions about the market, evaluating the customer's portfolio, giving investment recommendations and acting as a liaison with operational units.
  • Perform investment related research on products, the market and the economy.
  • Perform investment allocation analysis to evaluate customer portfolios
  • Incorporate new technology and solutions into their practice management.
  • Monitor production activity and ensure individual sales goals are met.
  • Represent the company within the community through various civic and non-profit organizations to promote and develop new business.
  • Understands and communicates their value proposition to clients, prospects and partners.
  • Educate and engage local Atlantic Union Bank branch team members through use of huddles, individual coaching and providing feedback on referrals received.
  • Partner with branch and other line of business teammates when non-investment needs are identified.
  • Adhere to all company policies, procedures and practices, as well as applicable laws and regulations governing bank, Atlantic Union Financial Consultants and products offered.

Organizational Relationship
This position reports to the AUFC Managing Director with a dotted line to the AUFC Branch Manager
Position Qualifications
Education & Experience
  • Bachelor's degree, in a business related discipline preferred
  • Minimum of five years of experience in investment services industry.
  • FINRA registrations to include Series 7 and Series 66 (or Series 63and 65 in lieu of Series 66) and State of Virginia life insurance and annuities licenses.
  • AWMA or CFP designations preferred.

Knowledge & Skills
  • In-depth knowledge of investment concepts, terminology, procedures and related regulations,
  • Demonstrated ability to sell and negotiate financial products.
  • Proficient computer skills relevant to Microsoft Office Suites and on-line systems.
  • Advanced math and analytical skills with the ability to perform complex mathematical calculations.
  • Excellent customer service skills.
  • Excellent written, oral, interpersonal, and negotiating skills with the ability to recognize and respond to sales opportunities and deliver persuasive sales presentations,
  • Ability to work with minimum supervision.

Learn more about our Atlantic Union Financial Consultants division here: https://www.raymondjames.com/aufc/
This role is a commission based opportunity. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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