Universal Banker

Ameris Bank•Jacksonville Beach, FL

14d

About The Position

The Universal Banker serves as a consultant to customers by conducting financial profiles, identifying customer needs, and recognizing cross-selling and up-selling opportunities. The role helps attract, expand, and retain customer relationships and contributes to the financial growth of the banking center. The Universal Banker serves as both a Teller and Personal Banker to support customer and team needs, and performs other projects and duties as assigned. The position involves client relationship development, account opening and servicing, sales and service goal attainment, customer issue resolution, client onboarding, and teller-line duties. It also includes supporting other branches and employees, assisting and training colleagues, and practicing ethical sales behaviors consistent with the Bank’s Core Values of Integrity and Honesty.

Requirements

At least 1 year of customer service experience.
High school diploma or GED.
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.

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 the banking center’s financial growth.
Communicate proactively with current and prospective clients to educate them, ensure understanding, resolve issues, develop and maintain customer loyalty, and solicit feedback.
Use need-based sales techniques and customer financial profiles to identify products and services that can 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 improve the client experience to supervisors.
Investigate root causes of customer service issues and implement resolutions, involving supervisors for 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 teller functions such as 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.

Benefits

Medical, dental, and vision insurance; coverage eligibility begins on the first of the month following 30 days of employment.
Life insurance at no additional cost to employees.
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.
Tickets at Work entertainment discounts.
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.
Free money orders, travelers’ checks, and cashier’s checks.
Discount on mortgage origination fee.
Free online banking and unlimited online bill payment.
Employee banking perks.