Universal Banker Travel - Lexington, SC

Ameris Bank; Lexington (SC); On-site; USD 32,000 - 45,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Life Insurance

Employee Stock Purchase Plan

401(k) Retirement Plan – 50% match

Paid Sick and Vacation Leave

Education Assistance

Job summary

Ameris Bank in Lexington, SC, is seeking a motivated individual to undertake the role of Consultant. You will be responsible for customer financial profiles, developing client relationships, and driving financial growth. This role includes responsibilities in sales, account servicing, and customer support.

Ideal candidates will have customer service experience and excellent communication skills. Benefits include extensive health coverage, 401(k) matching, and various employee perks.

Qualifications

• 1 or more years of customer service experience required.
• Cash handling or sales experience preferred.

Responsibilities

• Serve as a consultant to customers, conducting financial profiles.
• Establish and retain high-value client relationships.
• Conduct need-based sales and maintain banking product knowledge.
• Open new accounts and service existing accounts.

Skills

Team player

Communication skills

PC proficiency

Google Docs proficiency

Microsoft Office proficiency

Education

High school diploma or GED

Bachelor's degree preferred

Job description

Responsible for serving as a consultant to customers by conducting customer financial profiles, identifying customer needs, cross‑selling, and up‑selling opportunities. Seek to attract, expand, and retain customer relationships and contribute to the financial growth of multiple banking centers. Serve as both a Teller and Personal Banker, floating between banking centers to support customer and team needs across the retail area and performing other projects and duties as assigned.

Essential Functions, Duties, and Responsibilities

• Responsible for the financial growth of the banking center through establishing, expanding, and retaining high‑value consumer and business client relationships.
• Proactively communicate with current and prospective clients to educate, ensure understanding, resolve issues, develop, and maintain customer loyalty and solicit customer feedback to improve bank performance.
• Apply need‑based sales techniques and conduct customer financial profiles to attract, expand, and retain client relationships by identifying products and services.
• Maintain a working knowledge of banking products and promotions.
• Open new accounts and service existing accounts.
• Accountable for achievement of defined sales and service goals.
• Make recommendations to supervisors concerning the budgetary needs of the branch and methods to improve the client’s experience.
• Work to understand the root causes of customer service issues.
• Identify and implement resolutions for service issues involving supervisors on 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, specialized 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.
• Provide assistance and training to other colleagues and serve as a mentor.
• Practice ethical sales behaviors in accordance with the Bank’s Core Values of Integrity and Honesty.
• Ability to work with a flexible schedule, Saturdays, and to accommodate travel to different branches as needed.

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 preferred or equivalent education and related training or experience required.

Benefits Available to Employees

• Medical, Dental and Vision Insurance
• Ameris Bank absorbs a major portion of the cost of healthcare. Eligible after 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 – 50% match on first 8% of contributions
• 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)
• 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 Unlimited Online Bill Payment

Disclaimer and EEO Statement

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 applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.