Universal Banker I

Ameris Bank•Marietta, GA

21d

About The Position

Ameris Bank’s Universal Banker I serves as a consultant to customers by conducting financial profiles, identifying needs, and recognizing cross-selling and up-selling opportunities. The role works to attract, expand, and retain customer relationships and contribute to the financial growth of the banking center. It serves as both a Teller and Personal Banker, supporting customer and team needs, and performs other projects and duties as assigned. The role includes opening and servicing accounts, onboarding new clients, meeting sales and service goals, and handling teller-line transactions when needed. It also supports customer issue resolution, provides backup to other branches and employees, and assists with colleague training and mentoring. The job description notes that duties may be modified to reasonably accommodate individuals with disabilities.

Requirements

At least 1 year of customer service experience.
High school diploma or GED.
Ability to develop and maintain collaborative relationships as a motivated team player.
Strong written and verbal communication skills.
Intermediate PC proficiency.
Intermediate proficiency in Google Docs and Microsoft Office products.

Nice To Haves

Cash handling or sales experience.
Bachelor’s degree in business or a related field.

Responsibilities

Establish, expand, and retain high-value consumer and business client relationships to support banking center financial growth.
Communicate proactively with current and prospective clients to educate them, ensure understanding, resolve issues, develop customer loyalty, and solicit feedback.
Conduct customer financial profiles and use need-based sales techniques to identify products and services that attract, expand, and retain client relationships.
Maintain working knowledge of banking products and promotions.
Open new accounts and service existing accounts.
Meet defined sales and service goals.
Recommend branch budgetary needs and methods to supervisors for improving the client experience.
Investigate root causes of customer service issues and implement resolutions, involving supervisors in more complex cases.
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, 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.
Assist and train colleagues and serve as a mentor.
Practice ethical sales behaviors in accordance with the Bank’s Core Values of Integrity and Honesty.
Perform other projects and duties as assigned.