Financial Solutions Banker - Relationship Builder

Ameris Bank

Abbeville, Kirkland (AL, WA)

On-site

USD 38,000 - 52,000

Full time

4 days ago
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Benefits offered by this job

Medical Insurance
Dental & Vision Insurance
401(k) Plan
Employee Stock Purchase Plan
Paid Holidays

Job summary

Ameris Bank, a community-focused financial partner, seeks a customer-focused banking professional to conduct financial profiles, identify client needs, and cross-sell suitable products. The role emphasizes expanding high-value relationships, delivering exceptional service, and contributing to the branch’s growth.

Responsibilities include opening new accounts, servicing existing ones, and maintaining knowledge of banking products.

Qualifications

  • 2+ years of customer service experience required.
  • 1+ years of retail banking experience required.
  • Cash handling experience preferred.
  • Cross selling experience preferred.
  • Consumer credit experience preferred.
  • Platform banking experience preferred.

Responsibilities

  • Grow and retain customer relationships by conducting financial profiles and identifying needs.
  • Cross-sell and up-sell products and services.
  • Open new accounts and service existing accounts.
  • Meet sales and service goals and contribute to branch performance.
  • Provide support and training to colleagues when needed.

Skills

Team player
Communication skills
PC proficiency
Google Docs
Microsoft Office

Education

High school diploma
Bachelor’s degree in finance

Job description

Ameris Bank, a community-focused financial partner, seeks a customer-focused banking professional to conduct financial profiles, identify client needs, and cross-sell suitable products. The role emphasizes expanding high-value relationships, delivering exceptional service, and contributing to the branch’s growth.

Responsibilities include opening new accounts, servicing existing ones, and maintaining knowledge of banking products.

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