Universal Banker II
About The Position
Ameris Bank’s Universal Banker II serves as a consultant to customers by conducting financial profiles, identifying customer needs, and recognizing opportunities to cross-sell and up-sell products and services. The position helps attract, expand, and retain customer relationships and contributes to the financial growth of the banking center. The banker opens new accounts, services existing accounts, and supports customer onboarding and resolution of service issues. The role may also include teller functions, assistance to other branches, and mentoring or training colleagues. Other projects and duties may be assigned.
Requirements
- At least 2 years of customer service experience.
- At least 1 year of retail banking experience.
- Ability to work as a motivated team player and develop and maintain collaborative relationships.
- Strong written and verbal communication skills.
- Intermediate PC proficiency.
- Intermediate proficiency in Google Docs and Microsoft Office products.
- High school diploma or GED.
Nice To Haves
- Cash handling experience.
- Cross-selling experience.
- Consumer credit experience.
- Platform banking experience.
- Bachelor’s degree in finance or a related field.
Responsibilities
- Establish, expand, and retain high-value consumer and business client relationships to support the banking center’s financial growth.
- Communicate proactively with current and prospective clients to educate them, ensure understanding, resolve issues, maintain customer loyalty, and solicit feedback.
- Use need-based sales techniques and customer financial profiles to identify products and services that meet client needs.
- Maintain working knowledge of banking products and promotions.
- Open new accounts and service existing accounts.
- Meet defined sales and service goals.
- Recommend budgetary needs and ways to improve the client experience to supervisors.
- Understand root causes of customer service issues and implement resolutions, involving supervisors in more complex matters.
- Conduct onboarding activities for new clients.
- Perform teller functions when needed.
- Provide backup support to other branches as needed.
- Assist with and train colleagues, and serve as a mentor when needed.
- Perform sales and service functions of the branch as needed.
- Practice ethical sales behaviors consistent with the Bank’s Core Values of Integrity and Honesty.
- Act in the customer’s best interest when offering additional products and services.
- Perform other projects and duties as assigned.
Benefits
- Medical, dental, and vision insurance; eligible for coverage on the first of the month following 30 days of employment.
- Life insurance provided at no additional cost.
- Accidental death and dismemberment coverage.
- Long-term disability coverage.
- Paid sick and vacation leave.
- 11 holidays.
- Volunteer/service day.
- Employee stock purchase plan.
- 401(k) retirement plan with a 50% match on the first 8% of employee contributions.
- Flexible spending accounts.
- Health savings account.
- Health reimbursement arrangement.
- Supplemental life and other insurance plans.
- Identity theft protection.
- Pet insurance.
- Legal insurance.
- Employee assistance program.
- Employee advocacy program.
- Entertainment discounts through Tickets at Work.
- AT&T employee discount.
- Wellness discounts for medical premiums and other rewards.
- Employee referral incentive.
- Education assistance.
- Employee Resource Groups.
- Free interest checking, free safe deposit box, and free money orders, travelers’ checks, and cashier checks.
- Discount on mortgage origination fee.
- Free online banking and unlimited online bill payment.
- Employee banking perks.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
