Personal Banker
Ameris Bank · Charleston, SC · 1 wk ago
FinanceFull-time
About the role
Ameris Bank seeks a dynamic and customer-focused individual to join our team as a Customer Relationship Manager. This role involves consulting with customers, expanding and retaining client relationships, and driving financial growth within the banking center.
Responsibilities
- Conduct customer financial profiles and identify needs to cross-sell and up-sell opportunities.
- Proactively communicate with current and prospective clients to educate, ensure understanding, resolve issues, and develop customer loyalty.
- Maintain a working knowledge of banking products and promotions.
- Open new accounts and service existing accounts.
- Make recommendations to supervisors concerning the budgetary needs of the branch and methods to improve the client's experience.
- Identify and implement resolutions for service issues involving supervisors on more complex issues.
- Conduct onboarding activities for new clients.
- May perform teller functions when needed.
- Provide backup support to other branches as needed.
- May provide assistance and training to other colleagues and serve as a mentor.
- May perform all sales and service functions of the branch as needed.
- Practices ethical sales behaviors in accordance with the Bank’s Core Values of Integrity and Honesty.
Requirements
- Highly motivated team-player with ability to develop and maintain collaborative relationships.
- Strong written and verbal communication skills.
- Intermediate PC proficiency.
- Intermediate proficiency in Google Docs and Microsoft Office products.
- 2 or more years of customer service experience required.
- 1 or more years of retail banking experience required.
- Cash handling experience preferred.
- Cross selling experience preferred.
- Consumer credit experience preferred.
- Platform banking experience preferred.
Qualifications
- High school diploma or GED required.
- Bachelor’s degree preferred or equivalent education and related training or experience required.