Universal Banker - Travel
Ameris Bank · Keystone Heights, FL · 2 mo 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 is responsible for contributing to the financial growth of multiple banking centers. Serve as both a Teller and Personal Banker that floats between banking centers to support customer and team needs across the retail area.
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: 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
- Ability to work with flexible schedule, Saturdays, and to accommodate travel to different branches as needed.
Skills
- Customer Service
- Sales
- Financial Analysis
- Microsoft Office
- Customer Relationship Management
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
Pay
Compensation is commensurate with experience.
Schedule
Flexible schedule, Saturdays, and travel to different branches as needed.