Universal Banker

About the role

Responsible for serving as a consultant to customers by conducting customer financial profiles, identifying customer needs, cross-selling, and up-selling opportunities. Seek to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the banking center. This position will serve as both a Teller and Personal Banker to support customer and team needs.

Responsibilities

• Proactively communicate with current and prospective clients to educate, ensure understanding, resolve issues, develop, and maintain customer loyalty and solicit customer feedback to improve bank performance.
• Apply need-based sales techniques and conduct customer financial profiles to attract, expand, and retain client relationships by identifying products and services.
• Maintain a working knowledge of banking products and promotions.
• Open new accounts and service existing accounts.
• Accountable for achievement of defined sales and service goals.
• Make recommendations to supervisors concerning the budgetary needs of the branch and methods to improve the client’s experience.
• Work to understand the root causes of customer service issues. Identify and implement resolutions for service issues involving supervisors on more complex issues.
• Conduct onboarding activities for new clients.
• Provide backup support to other branches and employees as needed.
• Work on the teller line when needed including operating the teller drawer and performing advanced, specialized teller functions including researching cash discrepancies, and handling complex customer transactions.
• Perform accurate transactions, balance each day, and verify cash totals.
• Scan daily proof work to the remote capture machine.
• Provide assistance and training to other colleagues and serves as a mentor.
• Practice 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.
• Industry And Work Experience: 2 or more years of customer service experience required. 1 or more years of cash handling or retail banking experience required. Cross selling experience preferred.
• Academic: Bachelor’s degree preferred or equivalent education and related training or experience required.

Benefits

• Medical, Dental and Vision Insurance
• Life Insurance provided at no additional cost to employees
• Accidental Death & Dismemberment Coverage
• Long-Term Disability Coverage
• Paid Sick and Vacation Leave
• 11 Holidays
• Volunteer/Service Day
• Employee Stock Purchase Plan
• 401(k) Retirement Plan
• Flexible Spending Accounts
• Health Savings Account
• Health Reimbursement Arrangement
• Supplemental Life & Other Insurance Plans
• Identity Theft Protection
• Pet Insurance
• Legal Insurance
• Employee Assistance Program
• Employee Advocacy Program
• Tickets at Work (Entertainment discounts for Ameris Bank Employees)
• AT&T Employee Discount
• Wellness Discounts for Medical Premiums and Other Rewards
• Employee Referral Incentive
• Education Assistance
• Employee Resource Groups
• Banking Advantages For Employees