Jobs · Finance · Florida

Universal Banker I

Ameris Bank · Orange Park, FL · 3 wk ago
FinanceFull-time

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 contribute to the financial growth of the banking center. Serve as both a Teller and Personal Banker to support customer and team needs. Performs other projects and duties as assigned.

Responsibilities

  • Responsible for the financial growth of the banking center through establishing, expanding, and retaining high-value consumer and business client relationships.
  • 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 and identify and implement resolutions; involve 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 such as 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.
  • 1 or more years of customer service experience required.
  • Cash handling or sales experience preferred.
  • High school diploma or GED required.
  • Bachelor’s degree in business or related field preferred.

Benefits

  • Medical, Dental, and Vision Insurance – Ameris Bank absorbs a major portion of the cost; coverage begins 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 plus a Volunteer/Service Day.
  • Employee Stock Purchase Plan.
  • 401(k) Retirement Plan – Ameris Bank matches 50% of your first 8% of contributions.
  • 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

  • Free Interest Checking.
  • Free Safe Deposit Box.
  • Free Money Orders, Travelers’ Checks, and Cashier Checks.
  • Discount on Mortgage Origination Fee.
  • Free Online Banking and Free Unlimited Online Bill Payment.
  • Additional employee banking perks.

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