Universal Banker Trvl I
Ameris Bank · Live Oak, FL · 4 wk ago
FinanceFull-time
About the role
Ameris Bank seeks a dynamic individual to join our team as a Customer Service Consultant. This role requires a strong foundation in customer service, financial advising, and product knowledge.
Responsibilities
- Conduct customer financial profiles and identify needs, cross-selling, and up-selling opportunities.
- Expand and retain high-value consumer and business client relationships.
- Communicate with current and prospective clients to educate, ensure understanding, resolve issues, and develop customer loyalty.
- Apply need-based sales techniques and maintain a working knowledge of banking products and promotions.
- Open new accounts and service existing accounts, achieving 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 on the teller line when needed, including operating the teller drawer and performing advanced teller functions.
- Provide backup support to other branches and employees as needed.
- Conduct onboarding activities for new clients.
Requirements
- High school diploma or GED.
- Industry and work experience: 1 or more years of customer service experience required. Cash handling or sales experience preferred.
- Academic: Bachelor’s degree in business or related field preferred.
- Intermediate PC proficiency.
- Intermediate proficiency in Google Docs and Microsoft Office products.
- Ability to work with a flexible schedule, Saturdays, and to accommodate travel to different branches as needed.
Qualifications
- Highly motivated team-player with ability to develop and maintain collaborative relationships.
- Strong written and verbal communication skills.
- Knowledge of banking products and services.
- Ability to work independently and as part of a team.
Skills
- Customer service skills.
- Financial advising and product knowledge.
- Interpersonal and communication skills.
- Problem-solving and decision-making abilities.
- Intermediate PC proficiency.
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.