Jobs · Finance · Florida

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.

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