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Sales & Service Relationship Manager
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-10-09
Listing for:
Ameris Bank
Full Time
position Listed on 2026-10-09
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Sales
Job Description & How to Apply Below
** 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.
* This will include: + 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…
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