Universal Banker

Ameris Bank

Universal Banker serving customers and growing relationships at Ameris Bank. Responsible for identifying customer needs and cross-selling banking products.

Posted 6/25/2026full-timeLexington • North Carolina, South Carolina • 🇺🇸 United StatesJuniorWebsite

About the role

Key responsibilities & impact

Responsible for serving as a consultant to customers by conducting customer financial profiles, identifying customer needs, cross-selling, and up-selling opportunities
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 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 serves as a mentor
Practice ethical sales behaviors in accordance with the Bank’s Core Values of Integrity and Honesty

Requirements

What you’ll need

1 or more years of customer service experience required
Cash handling or sales experience preferred
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
High school diploma or GED required
Bachelor’s degree preferred or equivalent education and related training or experience required

Benefits

Comp & perks

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

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

customer financial profilesneed-based sales techniquescash handlingadvanced teller functionstransaction accuracybudgetary recommendationsonboarding activitiesservice issue resolutioncross-sellingup-selling

Soft Skills

customer loyaltycommunication skillscollaborative relationshipsproblem-solvingmentoringteam playercustomer feedback solicitationethical sales behaviorsmotivationroot cause analysis

Certifications

high school diplomaGEDbachelor's degree