Jobs · Finance · South Carolina

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.

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