Universal Banker; Bilingual - Oak
Listed on 2025-11-19
-
Finance & Banking
Bank Customer Service
Universal Banker (Bilingual Spanish Preferred - Live Oak)
Job Category
:
Branch Banking
Requisition Number
: UNIVE
005930
- Posted :
January 28, 2025 - Closed :
March 28, 2025 - Full-Time
Showing 1 location
FL-Live Oak-OhioAveS
201 Ohio Ave S
Live Oak, FL 32064, USA
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 allies as well as professional development opportunities to drive ongoing education.
Learn more about our purpose and how you can bring it to life as an Ameris Bank teammate.
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. Seek to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the banking center. Serve as both a Teller and Personal Banker to support customer and team needs. Performs 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 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.
- Apply need-based sales techniques and conducts 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 including 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.
Required Knowledge, Skills and
Competencies:
- Highly motivated team-player with ability to develop and maintain collaborative relationships.
- Strong written and verbal communication skills.
- 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.
- High school diploma or GED required.
- Bachelor’s degree in business or related field preferred.
Benefits Available to Employees:
Ameris Bank provides a comprehensive employee benefit package to all eligible…
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