Sales & Service Relationship Manager

Ameris Bank; Atlanta (GA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical Insurance

401(k) Plan

Paid Vacation

Job summary

Ameris Bank is seeking a Sales and Service Relationship Manager to grow customer relationships through consultative banking and proactive cross-selling. The role focuses on attracting, expanding, and retaining high-value consumer and business clients, coordinating with branches and treasury teams to ensure smooth account openings and service delivery.

The position requires strong communication, a customer-first mindset, and experience in retail banking with a Bachelor's degree in business or

Qualifications

• Proven ability to identify customer needs and upsell opportunities.
• Strong relationship management skills with high-value clients.
• Ability to manage multiple client relationships and open accounts.
• Solid knowledge of banking products and services.

Responsibilities

• Serve as a consultant to customers by conducting financial profiles and identifying needs.
• Cross-sell and up-sell Ameris Bank products to grow customer relationships.
• Coordinate with Relation Managers and branches to open accounts and service clients.
• Ensure compliance and proper documentation for depository and treasury activities.
• Educate clients on products, resolve issues, and solicit feedback to improve service.

Skills

Relationship building

Consultative selling

Communication

Strategic cross-sell

Customer service

Account management

Education

Bachelor's degree in business or related field

Tools

Google Docs

Microsoft Office

Job description

Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve customers in our locations across the Southeast, Mid-Atlantic and nationwide through our extensive digital offerings and mobile app. Delivering financial peace of mind starts with a team that values integrity and rewards ingenuity. At Ameris, you’ll find teammates who are inclusive, collaborative problem-solvers who go the extra mile to support one another and to meet every customer’s needs. When teammates are empowered and bring their diverse perspectives to the table, we create the best possible outcomes for our customers. At Ameris, we know that a growth mindset is key for high performance and fosters an environment that prioritizes continuous improvement. Teammates have access to Employee Resource Groups that serve as advocates and purpose and how you can bring it to life as an Ameris Bank teammate.

Job Summary

The Sales and Service Relationship Manager performs a wide range of functions by 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 using optimal relationship management and is responsible for contributing to the financial growth of the company. Performs other projects and duties as assigned.

Essential Functions, Duties and Responsibilities

• Responsible for contributing to the financial growth of the bank through establishing, expanding, and retaining high-value consumer and business client relationships.
• Work with Commercial, Mortgage Warehouse and other lines of business as primary point of contact to establish client depository accounts.
• Communication & coordination with Relationship Managers and clients to collect necessary entity and signer information and executed account documents.
• Prepare appropriate account documents.
• Post closing management of document upload/archive and any compliance related requirements.
• Manage ancillary services (checks, debit cards, etc.) required by clients.
• Back-end confirmation that set-up (Account Officer number assigned, Special Coding added, etc.) is complete/accurate.
• When not otherwise addressed through online banking, work with clients (external and internal) to complete (manual) Wire Authorization Agreements, establish and distribute client PINs, and coordinate with clients to send manual wires.
• Coordinate with Relationship Manager, Branch personnel, Treasury and the client to manage the servicing of the depository and treasury relationship.
• Work with Commercial and Treasury to make certain accounts are migrated to online banking and that services are entitled in a consistent way. Back-end confirmation that treasury implementation is correct/completed without client interruption.
• Work with Commercial and Treasury to manage DACA accounts, required documentation, and ongoing funding requirements.
• Work with Commercial and Mortgage Warehouse to track accuracy of the depository production.
• Research deposit related issues that arise from commercial customers
• 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.
• Identifies business development and cross-sell opportunities and makes referrals.
• Serves as a liaison with clients, internal and external contacts to facilitate communication and assist with loan closing and account opening processes.
• Thoroughly collects customer and prospect financials which may include loan applications, tax returns, income statements, bank statements and other relevant data.
• Maintains records and obtains documentation in compliance with internal controls, operational procedures, and risk management policies.
• May accompany lenders on the commercial and treasury team on meetings and appointments to assist with relationship management and support account opening or loan closing processes.
• Reviews customer and prospect financials and other relevant data to identify discrepancies and inconsistencies; follows through to verify accurate information and resolve issues.
• Opens new accounts and services existing accounts.
• Protects against criminal or fraudulent activity, risk, or exposure.
• Maintain awareness of Ameris Bank products and services and how they can be offered to clients and prospects.
• Maintains knowledge of banking products, programs, services and promotions.
• Practices ethical sales behaviors in accordance with Ameris’ core values of Integrity and Honesty; always acts in the best interest of the customer when offering additional products and services.

Required Knowledge, Skills and Competencies

Able to be flexible and supportive, reacting swiftly to change and adjusting priorities. Ability to meet and exceed established targets. Able to effectively and persuasively express self, using language and grammar in a professional manner. Able to plan, maintain, and organize a professional schedule to achieve strategic performance objectives within or ahead of established time frames. Able to provide a high level of interactive service to others, building relationships, and addressing identified needs. Thorough knowledge of banking policies, procedures, products, and services. Demonstrated commitment to customer service excellence and the ability to meet or exceed sales and service objectives. Able to provide a high level of interactive service to others, building relationships and addressing identified needs. Intermediate PC proficiency. Intermediate proficiency in Google Docs and Microsoft Office Suite products.

Industry and Work Experience

3 or more years of retail banking experience required. Experience in consumer credit preferred. Leadership experience preferred. Academic Bachelor’s degree in business or related field, or equivalent education and experience required.

Benefits Available to Employees

Ameris Bank provides a comprehensive employee benefit package to all eligible employees.

• Medical, Dental and Vision Insurance Ameris Bank absorbs a major portion of the cost of healthcare.
• You become eligible for coverage on the first of the month following 30 days of employment
• Life Insurance provided at no additional cost to employees
• Accidental Death & Dismemberment Coverage
• Long-Term Disability Coverage
• Paid Sick and Vacation Leave
• 11 Holidays
• Volunteer/Service Day
• Employee Stock Purchase Plan
• 401(k) Retirement Plan Ameris Bank matches 50% of your first 8% of contributions to the plan
• Flexible Spending Accounts
• Health Savings Account
• Health Reimbursement Arrangement
• Supplemental Life & Other Insurance Plans
• Identity Theft Protection
• Pet Insurance
• Legal Insurance
• Employee Assistance Program
• Employee Advocacy Program
• Tickets at Work (Entertainment discounts for Ameris Bank Employees)
• AT&T Employee Discount
• Wellness Discounts for Medical Premiums and Other Rewards
• Employee Referral Incentive
• Education Assistance
• Employee Resource Groups

Banking Advantages for Employees

• Free Interest Checking
• Free Safe Deposit Box
• Free Money Orders, Travelers’ Checks and Cashier Checks
• Discount on Mortgage Origination Fee
• Free Online Banking and Free Unlimited Online Bill Payment
• Employee Banking Perks

Disclaimer: The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicantss of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Ameris Bank understands that your financial well-being is deeply personal. Whether it's managing your hard-earned money, growing your business, or buying a home, you deserve a financial partner who truly sees and hears you. That's why Ameris Bank is fiercely committed to being by your side every step of the way, offering tailored financial solutions designed to empower you to achieve your goals.