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![Ameris Bank](https://media.trabajo.org/img/noimg.jpg)
Universal Banker
2 months ago
The Universal Banker is responsible for serving as a consultant to customers by conducting customer financial profiles, identifying customer needs, cross-selling, and up-selling opportunities. The position seeks to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the banking center. To support customer and team needs, this position serves as both a Teller and Personal Banker. The position demonstrates the Ameris Approach and aligns with the Bank's Mission, Vision, Purpose, Experience Expectations, and Values. Performs other projects and duties as assigned.
Essential Functions, Duties, and Responsibilities:
Strictly adheres to Bank Secrecy Act requirements and applies organizational policies and procedures in all activities
Responsible for the financial growth of the banking center through establishing, expanding, and retaining high-value consumer and business client relationships
Proactively communicates with current and prospective clients to educate, ensure understanding, resolve issues, develop, and maintain customer loyalty and solicit customer feedback to improve bank performance
Applies need-based sales techniques and conducts customer financial profiles to attract, expand, and retain client relationships by identifying products and services
Maintains knowledge of banking products and promotions
Opens new accounts and services existing accounts
Accountable for achievement of defined sales and service goals
Makes recommendations to supervisors concerning the budgetary needs of the branch and methods to improve the client's experience
Works to understand the root causes of customer service issues
Identifies and implements resolutions for service issues involving supervisors on more complex issues
Conducts onboarding activities for new clients
Provide backup support to other branches and employees as needed
Works 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
Performs accurate transactions, balancing each day, and verifying cash totals
Scans daily proof work to the remote capture machine
Provides assistance and training to other colleagues and serves as a mentor
Practices ethical sales behaviors in accordance with the Bank's Core Values of Integrity and Honesty
Required Knowledge, Skills and Competencies:
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
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