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13 Personal Banker (Buckhead Roswell Rd) Jobs in Atlanta, GA

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WELLS FARGO BANK
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B10 Wells Fargo Bank, N. A.
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Personal Banker (Buckhead Roswell Rd)
Ameris Job Board Atlanta, GA
$73k-104k (estimate)
Full Time 1 Week Ago
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Ameris Job Board is Hiring a Personal Banker (Buckhead Roswell Rd) Near Atlanta, GA

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.

Responsible for 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 and is responsible for contributing to the financial growth of the banking center. The position demonstrates the Ameris Approach and aligns with the Bank’s Mission, Vision, Purpose, Experience Expectations, and Values. Performs other projects and duties as assigned.

Essential Functions, Duties, and Responsibilities:

  • Strictly adheres to Bank Secrecy Act requirements and applies organizational policies and procedures in all activities
  • 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
  • Applies need-based sales techniques and conducts customer financial profiles to attract, expand, and retain client relationships by identifying products and services
  • Maintains knowledge of banking products and promotions
  • Opens new accounts and services existing accounts
  • Accountable for achievement of defined sales and service goals
  • Responsible for making recommendations to supervisors concerning the budgetary needs of the branch and methods to improve the client’s experience
  • Works to understand the root causes of customer service issues
  • Identifies and implements resolutions for service issues involving supervisors on more complex issues
  • Conducts onboarding activities for new clients
  • May perform teller functions when needed
  • Provide backup support to other branches as needed
  • May provide assistance and training to other colleagues and serve as a mentor
  • May perform all sales and service functions of the branch as needed
  • Practices ethical sales behaviors in accordance with the Bank’s 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:

  • 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:

  • 3 or more years of customer service experience required
  • 2 or more years of retail banking experience required
  • Platform banking experience required
  • Cash handling experience preferred
  • Cross selling experience preferred
  • Consumer credit experience preferred

Academic:

  • High school diploma or GED required
  • Bachelor’s degree in finance or related field preferred

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)
  • Wellness Discounts for Medical Premiums and Other Rewards
  • Employee Referral Incentive
  • Education Assistance
  • Employee Resource Groups

Banking Advantages for Employees:
In addition to a wide array of benefits, Ameris Bank employees are also eligible for special bank services.
• 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.

Job Summary

JOB TYPE

Full Time

SALARY

$73k-104k (estimate)

POST DATE

04/24/2024

EXPIRATION DATE

06/22/2024

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The job skills required for Personal Banker (Buckhead Roswell Rd) include Products and Services, Customer Service, Retail Banking, Customer Relationship, Cash Handling, Life Insurance, etc. Having related job skills and expertise will give you an advantage when applying to be a Personal Banker (Buckhead Roswell Rd). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Personal Banker (Buckhead Roswell Rd). Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Personal Banker (Buckhead Roswell Rd) positions, which can be used as a reference in future career path planning. As a Personal Banker (Buckhead Roswell Rd), it can be promoted into senior positions as a Private Banker III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Banker (Buckhead Roswell Rd). You can explore the career advancement for a Personal Banker (Buckhead Roswell Rd) below and select your interested title to get hiring information.

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If you are interested in becoming a Personal Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Personal Banker for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Personal Banker job description and responsibilities

The personal banker examines a client's assets, suggests additional banking services, and offers solutions when consulted about financial needs.

12/13/2021: Salt Lake City, UT

Customers typically receive help and advice when completing loan applications and may even find that the loan application process can be streamlined with a personal banker's guidance.

12/09/2021: Pocatello, ID

Personal bankers are expected to sell financial products and services to clients or refer them to other departments within the bank.

02/14/2022: Macon, GA

The bank assigns a personal banker goals for selling products such as vacation savings accounts, credit cards, certificates of deposit, loans and paperless banking.

01/16/2022: Nassau, NY

At the end of the day, personal bankers are employees of the banks that they work for and are expected to meet the KPIs set for them.

02/14/2022: Saint Paul, MN

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Personal Banker jobs

Personal bankers should focus on financial analysis and accounting.

12/08/2021: Lima, OH

Small or large, credit unions and banks rely on personal bankers to build and solidify their relationship with people who have accounts and loans with them.

01/03/2022: Appleton, WI

Personal bankers usually must register with National Mortgage Licensing System and Registry, or NMLS.

01/01/2022: Memphis, TN

Provides knowledge of financing, loans, and personal banking.

01/23/2022: Youngstown, OH

A personal banker may refer his clients to other bank experts.

03/04/2022: Fayetteville, NC

Step 3: View the best colleges and universities for Personal Banker.

Florida Southern College
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