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. 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 serve 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: 1 or more years of customer service experience required. Cash handling or sales experience preferred. Academic: High school diploma or GED required. Bachelor’s degree in business or related field preferred.
Qualifications
Required Knowledge, Skills And Competencies: 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: 1 or more years of customer service experience required. Cash handling or sales experience preferred. Academic: High school diploma or GED required. Bachelor’s degree in business or related field preferred.
Skills
Required Knowledge, Skills And Competencies: 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: 1 or more years of customer service experience required. Cash handling or sales experience preferred. Academic: High school diploma or GED required. Bachelor’s degree in business or related field preferred.
Benefits
Ameris Bank provides a comprehensive employee benefit package to all eligible employees. Medical, Dental and Vision Insurance. Ameris Bank absorbs a major portion of the cost of healthcare. You become eligible for coverage on the first of the month following 30 days of employment. 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. Ameris Bank matches 50% of your first 8% of contributions to the 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.