Personal banker jobs in Georgia - 865 jobs

Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to clients by building and drawing upon a network of internal resources, often global, to achieve desired results. Successful Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by complying with relevant policies, procedures, and country legal/regulatory requirements. Job Requirements New Client and Business Development Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending Create sales and marketing strategies designed to generate revenue growth and to acquire new target clients within different sectors Prospecting - generate leads and develop prospects, network to identify referrals to new clients/prospects Profile, qualify, and convert prospects into CPB clients. Identify and execute on new business opportunities with existing clients Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood Relationship Management Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients Manage client expectations regarding what can and cannot be executed on their behalf Ensure financial strategies are kept current and appropriately aligned with client objectives Understand and communicate the risk involved with financial and investment strategies Ensure all client inquiries and problems are handled effectively and resolved Help team members to acquire experience and establish credibility with clients Compliance Oversight and Controls Comply with all regulatory policies and control procedures regarding client transactions and suitability Oversee and ensure compliance with the following processes: Investment Objective Setting (IOS), Client Risk Profile (CRF), Periodic Client Reviews Oversee and ensure clients are on‑boarded appropriately including all required documentation is complete and accurate Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgement regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency. Skills and Knowledge Client facing experience, preferably in the financial services industry. Strong knowledge of investments, banking and credit products Strong knowledge of financial industry and current market conditions Strong verbal and written communication skills. Excellent interpersonal skills, problem solving, team work and analytical skills Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance, and marketing Ability to understand, utilise and learn computer and web based applications Qualifications and Education 15+ years of experience Licensing: Series 7 & 66 (or 63 & 65) & 31 Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. Job Family Group Private Client Coverage Job Family Private Banker Time Type Full time Primary Location Atlanta Georgia United States Primary Location Full Time Salary Range $200,000.00 - $500,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Most Relevant Skills Please see the requirements listed above. Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. Anticipated Posting Close Date Jul 15, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. Responsibilities: Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities Assists, educates, and trains clients on conducting simple transactions through self-service technologies Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements Required Qualifications: Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Confident in identifying solutions for helping new and existing clients based on their needs Strong written and verbal communications skills Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone) Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances Applies strong critical thinking and problem-solving skills to meet clients' needs Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws) Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance Desired Qualifications: Associate's Degree or Bachelor's Degree in business, finance or a related field Experience working in a financial center where goals were met or exceeded Retail and/or sales experience in a salary plus incentive environment Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded Experience with financial information, spreadsheets and financial skills Knowledge of banking products and services Strong computer skills including Microsoft applications and previous experience utilizing laptop technology Skills: Active Listening Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************

Hybrid - All Offices (Atlanta | Athens | Dallas | JS West) Want to express interest for future opportunities to join our team? Jackson Spalding is always accepting employment inquiries from talented people. Please submit your resume for consideration :-) EMPLOYEE BENEFITS We believe that great work starts by taking care of our people. Below are just some of the benefits we provide the JS team. World class health care insurance Profit sharing Unlimited sick days 401k match + personal financial planning Flexible work environment: This means that for roles where it makes sense, you'll have the option to spend some of your time in our incredible workspaces (when it's safe to do so) and some of your time working remotely - whether from home or elsewhere. Some roles may require intermittent travel. EEO At Jackson Spalding, we embrace and celebrate our differences. They are what inspire, unite, and motivate us to strive for a better way. In alignment with our purpose to cultivate meaningful relationships rooted in mutual respect, we are dedicated to fostering a sense of belonging throughout our agency. Jackson Spalding is proud to be an equal opportunity employer. We do not discriminate in any aspect of employment against any person on account of race, ethnicity, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

We are seeking an experienced and high-integrity Trader to join Vident Asset Management (Vident). As a Trader, you will play a crucial role in executing investment transactions and supporting portfolio managers in achieving their investment objectives. Vident manages portfolios across asset classes, but expertise in trading derivatives, including options, will be preferred. You will collaborate with various stakeholders to ensure smooth operations, monitor market trends, and identify opportunities for optimizing trading processes. Your responsibilities will include trade monitoring, engagement with ETF market makers, producing reports, mitigating trade risk, supporting new business initiatives, and addressing any assigned tasks by your manager. With your expertise in trading and market analysis, you will contribute to the overall success of the investment team. Qualifications: Comprehensive knowledge of trading and how that relates to portfolio management and investment operations, with 4 or more years of practical experience Experience with domestic and international trade settlement and reconciliation processes Experience trading or managing portfolios with options Excellent Excel knowledge and strong programming skills, including Python Ability to multi-task and prioritize while producing high-quality work in a fast-paced environment Keen attention to detail Ability to discreetly handle confidential data Strong organizational skills and proactive planning, with an ability to respond to urgent requests Bachelor's Degree in Finance or related field Registered Investment Advisor and ETF experience Familiarity with Bloomberg, AIM, Orion or other portfolio management systems What we offer: PTO plus 10 paid holidays Flexible Working Benefits Daily Paid Lunch for Onsite Employees Onsite Gym Discount Medical, Dental, Vision EAP and Telehealth with Mental Health Support Short and Long Term Disability SIMPLE IRA with up to 3% Match

MAIN DUTIES/RESPONSIBILITIES OF THE ROLE: Main features of the role are: * Oversee and ensure the timely execution of cryptocurrency trades on a spot & derivatives basis * Ability to research, build, and implement cryptocurrency trading strategies * Strong understanding of market reading and current sentiment, ability to dynamically adjust to market trading activity * Keep abreast of all relevant research and distribute within the Digital Central Execution team in a time efficient * Provide feedback daily to Team Head on current activity and relevant internal operational stakeholders * Working together with operations and front office teams to ensure a seamless execution experience is delivered to the firm * Contribute to the Risk Management framework * Understand and apply knowledge of the exchanges' rules & regulations and market structures in which we engage * Identify and notify team member on market opportunities both independently and within the trading team * Develop and maintain good business relationships with counterparties such as Exchanges, OTC counterparties and LP's The book of work will vary over time in accordance with the needs of the Head of Central and Management Execution. SPECIAL CIRCUMSTANCES (e. g. shifts, travel overseas, hours): * Market Coverage will be 7.00am to 11pm split within the team, with other such hours as are necessary to fulfil the role. * Flexibility required as hours may vary depending on the business need linked to the market, including being on call during evenings and weekends as required. WORK EXPERIENCE/BACKGROUND: Essential * At least 5 years' experience in finance or digital asset market * Experience with trading crypto across spot and derivative products * Strong interest in crypto/digital asset classes, preferably with experience of operational aspects and intricacies * Good attitude and proactive * Ability and willingness to build relationships internally and externally Desirable * Experience working at a established crypto trading firm * Traditional asset execution experience TECHNICAL/BUSINESS SKILLS & KNOWLEDGE: Essential * Using OMS systems, particularly related to crypto trading * Experience and understanding of trading systems and trade lifecycle * Using MS Excel * Bloomberg Desirable * Coding experience in python * Working knowledge of using APIs to query data, or utilize APIs to execute trades using proprietary trading algos. OTHER ESSENTIAL REQUIREMENTS: * Superior interpersonal skills and the ability to positively influence outcomes * Detail-oriented with the ability to make quick and accurate decisions in a fast-paced environment * Motivation to succeed and deliver results in line with expectations * Self-starter, able to identify and resolve issues within the business * Ability to work under pressure with strong attention to detail * Effective communicator with strong emotional intelligence * Superior organisational skills with the ability to manage tasks effectively * Ability to understand challenging problems, find solutions and drive process improvement * Diverse trading background over a broad asset base

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Share the value of Chase Private Client with eligible clients. Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adheres to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships. 1+ year Branch Banking Banker or equivalent experience in Financial Services sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to resolve client issues quickly and effectively with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses though JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience in cultivating relationships with affluent clients. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************

The Universal Banker plays a vital role in delivering a high-quality customer experience by performing both teller and customer service functions. The Universal Banker serves as the primary point of contact for customers in the branch, providing comprehensive service in both transactions and account management. This position combines cash-handling responsibilities with customer relationship management, providing a single point of contact for clients' financial needs. The Universal Banker is responsible for fostering a positive customer experience through efficient, accurate, and friendly service while also identifying opportunities to promote banking products and services. ESSENTIAL FUNCTIONS: Provides courteous and professional customer service by assisting customers with their banking needs. Performs a variety of financial transactions accurately and efficiently such as processing deposits, withdrawals, payments, check cashing, money orders and handling inquiries about products and services. Actively engages in cross-selling and referral activities to achieve branch sales targets by identifying and recommend products and services that meet customers' needs, such as checking accounts, loans, credit cards, and investment options. Redeems U.S. Savings Bonds Accepts loan payments and safe deposit box rental payments Admits customers to safe deposit boxes Answers inquires and provides information on various accounts, loan balances and other banking services Balances transactions at end of day and verifies cash totals Perform duties as defined in the Bank Secrecy Act/Anti-Money Laundering Program Recommends, explains, and opens new deposit accounts for customers Completes all necessary product and service documentation (such as preparing signature cards inputting account information into the system, ordering checks and ATM/Debit cards) to ensure customer needs are promptly and accurately satisfied and all security and legal requirements are met. Assist customers with Debit card questions and disputes May perform various administrative and other duties related to the operational function Prepares various activity reports and information as needed May sign such items as certified or cashier's checks. Opens or closes safety deposit boxes; billing for boxes; assists with inventory of deceased customer's boxes. Maintains confidentially of customer accounts Handles customers complaints related to the bank's services, explains service charges and follows through on misdirected items or errors Identify and mitigate potential fraud risks by verifying customer information and transaction details Document review: Reviewing documents for accuracy or legal compliance Researches and resolves customers problems by serving as a liaison between the customer and the appropriate bank area Assumes lead role in generating new customers relationship and expanding existing customers relationships Identifies customer's needs and provides advice and information (rates, terms, features, benefits, restrictions, fees, disclosures) to assist customers in making decisions which suit their financial situation. Handle customer complaints, troubleshoot problems, and escalate unresolved issues to management when necessary Refers customers to specialize products and services to the appropriate area and/or person Works closely with Electronic Banking to assist customers with Online Banking and Bill Pay questions or problems Adhere to all banking regulations, policies, and procedures to maintain a secure and compliant environment Originates wire transfer for customers as needed Assist with charge backs at supervisor's request Handle specific customer paperwork on request Participate in ongoing training, and development programs to enhance product knowledge, customer service skills, and sales techniques. Performs other task request by supervisor(s) as they relate to the bank and its functions REQUIRED EDUCATION, EXPERIENCE AND SKILLS High school diploma or equivalent; Associate's or bachelor's degree in business, Finance, or a related field preferred. Previous experience in banking, customer service, or sales is highly desirable. Strong knowledge of banking products, services, and regulations. Excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment, handle multiple tasks, and manage time effectively. Proficient in using computer systems, including Microsoft Office Suite, and other banking software. Cash-handling experience with attention to detail and accuracy. Ability to work flexible hours, including weekends and holidays, as needed. Ability to work independently and in a team environment. Strong attention to detail, organizational skills, and problem-solving abilities. POSITION SPECIFIC COMPETENCIES Relationship management and communication skills Proactivity Sales and Cross Selling aptitude Knowledge of banking products, services, and regulations Problem-Solving skills Compliance Ability to handle cash and maintain a balanced cash drawer Teamwork and Collaboration Adaptability and Flexibility WORKING CONDITIONS AND PHYSICAL REQUIREMENTS Regular contact with general public. Travel will be required to other locations within the position's market to provide assistance and / or attend meetings. Also, travel for seminars and training may be required. Requires lifting of heavy coins which involves short distance movement of coin bags, which may weigh as much as 50 lbs. Position requires standing, stooping, kneeling, squatting and sitting. Must have ability to stand for long periods of time. Receives currency from all sources causes environment to be slightly unclean. Must be capable of operating all types of office equipment including computer, copy machine, fax and telephone. Lobby environment requires professional demeanor and appearance. In the instance of a major or extensive natural disaster, epidemic or pandemic occurrence, or other disruption within our footprint, it may be necessary for associates to relocate before, during or after, to ensure business continuity. EQUIPMENT USED Computer, telephone, fax machine, scanner, copier, printer SUPERVISORY REQUIREMENTS: None The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions. This is not intended to be and should not be construed as an all-inclusive list of the responsibilities, skills, or working conditions associated with the position. While this job description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add, or remove duties and assign other duties as necessary.

The Virtual Banker will work to provide a complete range of bank services utilizing Interactive Teller Machine (ITM) live video technology connected to branches across the banks footprint. The Virtual Banker will provide exceptional customer service, which includes cashing checks, depositing checks, account servicing, account maintenance, and explaining products that may be available to meet the needs of the customer. This position will build relationships with video banking customers and identify sales opportunities, including new accounts, cross sell of existing accounts, and loan opportunities. The Virtual Banker should maintain a broad knowledge of the financial industry as a whole and the organization (including its policies, procedures, products, and related services). RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER Responsibilities * Meet or exceed established standards of performance for service and sales while providing an exceptional customer experience * Maintain confidentiality and security of customer information according to regulatory and company guidelines and policies * Process customer transactions accurately including; deposits, transfers, stop payments, loan payments, etc. * Provide customers with answers to inquiries regarding a very broad and challenging range of financial services in an efficient and timely fashion * Uncover banking needs through the discovery process by initiating conversations with all customers and responding efficiently and accurately, as well as promoting and cross-selling bank products and services in a professional manner * Investigate, track, and resolve customer problems and inquiries in a timely manner * Maintain knowledge of Customer Experience Center policies and procedures, bank products and services, general operating procedures, and regulations to protect the bank from unnecessary risk * Participate in training and other learning opportunities to expand knowledge of company and position * Exhibit positive team spirit and willingness to help customers, both internal and external * Perform other related duties as assigned Qualifications * High school diploma or equivalent required, college education preferred * Minimum of 1 year of experience in customer service and/or sales required * Detail-oriented and good organizational skills * Ability to produce individual and team sales and customer experience results * Effective written and verbal communication skills, including a pleasant tone * Proven ability to work closely with others in a willing and professional manner to resolve problems and address needs * Strong sales and marketing skills, with proven ability to sell bank products and services preferred * Strong sense of teamwork, ability to work cooperatively in a team environment * Comfortable using a variety of technology software products * Knowledge of bank policies and procedures, regulations, control systems, operational issues related to banking, and retail deposit/loan products and services preferred * Ability to work and adhere to flexible schedule in a demanding and fast-paced environment (Hours may exceed 40 hours per week, including Saturday rotations) Physical Demands The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus. Work Environment The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May". This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law. This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.

Jon Ossoff's Senate campaign is looking for senior to junior level writers, video producers, graphic designers, and social media strategists to join our content and creative team. Requirements Campaign experience is not required. Journalism, editorial, or creative production backgrounds are a plus. Benefits The campaign provides benefits, including dental, vision and health insurance. Jon Ossoff for Senate is committed to diversity among its staff and recognizes that its continued success requires the highest commitment to hiring and retaining a diverse staff that provides the best quality services to our mission. Jon Ossoff for Senate is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, creed, sex, age, national origin, protected veterans, marital or familial status or responsibilities, parental status, domestic relationship status, sexual orientation, gender identity or expression, disability status, criminal history status, genetic information, homeless status, matriculation, personal appearance, status as a victim or family member of victim of domestic violence, a sexual offense, or stalking, or any other category prohibited by local, state or federal law.

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! SUMMARY/OBJECTIVES It is the responsibility of the Premier Private Banker III to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. Has responsibility for developing new Private Banking business through sales efforts. Manages a complex loan and deposit portfolio providing superior client service. Analyzes financial information to evaluate the credit worthiness of loan requests. Compiles loan packages ensuring completeness and accuracy of information provided. Sells and cross-sells additional products and services of the Bank. Assures that all loans are following State and Federal regulations and Bank policies and procedures. ESSENTIAL FUNCTIONS * Actively participates in a business development plan to increase the Bank's loan and deposit portfolio * Manages full-service banking relationships with businesses, professional practices and high net worth individuals and oversees a portfolio of highly complex accounts * Consults with prospects and clients regarding financial needs; recommend products and services including credit structures, prepares loan packages for credit review and underwriting, opens and services accounts within authorized limits and ensures records/files are maintained within policy/guidelines. Cross-sells Retail, Trust, Mortgage and Treasury Management services such as credit cards, personal trusts, and investment, financial, and estate planning services. * Analyze financial, tax and credit needs of customers, monitor customers changing needs and recommends strategies that utilize company products/services. * Resolves customer problems and assists with general inquiries. Provides superior service to customers. * Ensures that all required documentation is in file for all loans. Clears documentation or compliance exceptions noted by Loan Operations or other review channels * Develops and utilizes COI network to generate new business * Demonstrates a commitment to fair lending practices. Remains knowledgeable of all laws and regulations governing the lending activities of financial institutions. Ensures compliance with all applicable Bank policies and procedures, as well and all State and Federal regulations. * Builds and maintains a positive working relationship with COI's to enhance the Bank's image and reputation in the marketplace * Represents the Bank, actively endorsing its products and services, making appropriate referrals as necessary and providing leadership in key community activities. * May provide training and guidance to less experienced Private Bankers * Accepts other duties as assigned Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Qualifications, Education, and Certification Requirements * Education: Bachelor's degree in a related field (Finance, Management, Business Administration) or equivalent experience * Experience: Minimum 8 + years Business Banking or Private Banking experience; 5 or more years of lending or sales experience is preferred. FINRA Series 7, 63 or 66 licenses not required unless participating in securities and brokerage activities. * Skills: Excellent written and verbal communication skills are necessary. Demonstrated understanding of financial accounting and analysis. Excellent organization, interpersonal, sales, execution and delivery skills. Must be able to multi-task with frequent interruptions, be comfortable in a fast-paced, changing environment, and manage multiple projects to conclusion on time. Proven success in problem analysis and resolution. Strong attention to detail and accuracy. High level of expertise with MS Office suite. Ability to develop rapport easily with clients, peers and partners. Ability to exercise independent judgment and decision making, initiative and tact in dealing with bank staff and customers. Ability to work independently and in a team setting. Knowledge of state, federal, and regulatory guidelines. * Knowledge: Basic knowledge of bank operating systems. Extensive knowledge of Bank products, services, procedures and practices. Previous experience with analysis of Retail, Private Banking and/or Commercial relationships, strategic sales planning and client issue resolution is required. Must have in-depth knowledge of federal and State lending regulations and Bank policies related to lending procedures. Familiarity with the local business community is strongly preferred. TRAINING REQUIREMENTS/CLASSES Required annual compliance training, New Employee Orientation PHYSICAL DEMANDS Must be able to effectively access and interpret information on computer screens, documents, reports and identify customers. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk. WORK ENVIRONMENT This position is in a private office. Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered. TRAVEL Travel may be required to come to meetings as needed. Work Location: 3475 Piedmont Rd NE Suite 1900 Atlanta, Georgia 30305 Equal Opportunity Employer, including disabled/veterans.

Are you looking for a rewarding career? Then you've come to the right place. At Colony Bank, we have over 400 engaged team members who are part of high performing teams that are empowered to serve our customers. We are passionate about serving our customers and delivering solutions. At Colony Bank, we Make It Easy! Make It Fun! Make It Happen! Position: Universal Banker Purpose: This position is accountable for the delivery of exceptional customer service through the efficient managing of customer interactions. It assumes a role in developing new customer relationships as well as enhancing existing relationships. Essential Functions and Basic Duties: 1. Handle a variety of transactions using own count money, and cross sell bank services. Exercise independent judgment with close supervision. Refer questionable transactions to Head Teller. * Receive commercial and individual checking and savings deposits, verify cash and endorsements and issue receipts. * Cash checks, verify endorsement, validity and availability of funds. * Pay savings withdrawals after verifying balance and signature. * Accept payments (i.e. installment loan, charge card, personal line of credit, etc.) * Maintain accurate records of official checks and bonds. * Work night drop bags and mail receipts, process all mail envelopes. * Sell official checks * Redeem bonds and bond coupons upon desk approval. * Retain custody of operating cash. * Prepare change orders for customers. * Assist with answering telephones. * Sell and cross-sell bank services. 2. Attends to the needs of customers and prospective customers on banking matters. * Recommends, explains, and opens new deposit accounts for customers. * Opens and closes safety deposit boxes. * Maintains confidentiality of customer accounts. * Handles customer complaints related to the Bank's services, explains service charges, and follows through on misdirected items or errors. * Researches and resolves customer problems by serving as a liaison between the customer and the appropriate bank area. * Answers inquiries and provides information on various accounts, loan balances, and other banking services. * Ensures on-going sales, service, and product knowledge, training and self-development. 3. Provides notary public service. 4. Perform a variety of related clerical functions such as: sorting, counting, and wrapping currency and coins, verify straps, maintain records of transactions, balance deposits and cash drawers. 5. Know the procedures for using the on-line computer terminal system and understand how the entry of date affects not only the individual accounts but the entire system. 6. Serve customers in a cordial manner to encourage satisfaction with service. 7. Perform a variety of miscellaneous duties to assist with the work of the department (i.e. 24 Hour Banking and night deposit). 8. Comply with all federal and state laws and regulations. 9. Adheres to limited transaction limits. 10. Complies with all bank and personnel policies and procedures. 11. Complete periodic training provided and/or required by Colony. 12. Other duties as assigned. Qualifications: Education: 1. A high school diploma or equivalent. 2. Successful completion of Teller school provided by Colony. Experience: 1. Previous teller experience - required. 2. Previous banking experience - preferred. Knowledge: 1. A thorough knowledge of teller procedures or general bank operations. 2. Understand bank policies and procedures. 3. Have a thorough knowledge of bank products and services. 4. Have the ability to effectively handle all routine and complex transactions at the branch. 5. Knowledge of up-to-date loan compliance policies and procedures. Skills/Abilities: 1. General clerical and math skills. 2. Must present a professional image in dealing with customers, interdepartmental and external representatives. 3. Perform duties with considerable speed and accuracy. 4. Sales and service skills; demonstrated ability to positively persuade customers and to identify and satisfy their needs. 5. Ability to coordinate a high level of activities in a variety of conditions. 6. High degree of accuracy and attention to detail. 7. Ability to handle information of confident nature. 8. Ability to adhere to deadlines and tight schedules. 9. Ability to use various office equipment, including, computer, e-mail, internet, Excel, and Microsoft Word. 10. Have a high degree of interpersonal skills, attitude, judgment, communication and the ability to effectively interact with customers and employees. 11. Ability to exercise personal and professional responsibility and work with limited direction. 12. Demonstrate a "Team" attitude at all times. Colony Bank is an equal opportunity employer.

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 Travel 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 multiple banking centers. Serve as both a Teller and Personal Banker that floats between banking centers to support customer and team needs across the retail area. 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 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. * Ability to work with 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 in business 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) * AT&T Employee Discount * 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.

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! SUMMARY/OBJECTIVES The Universal Banker serves as a full service, single point of contact in the branch for SouthState customers' financial needs. The position operates in the dual capacity of a Teller and FSR providing exceptional customer service in both transactional and account management. The Universal Banker seeks to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the bank. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Serves customers quickly, accurately, efficiently, and confidentially according to the South State Bank Service Standards. Knows and understand the products and services offered by the Bank. These include facts and features, benefits and advantages, rules and regulations, price structure, and a simple definition of each service offered. Able to identify customer needs and expectations by listening for clues. Seeks the opportunity to expand customer relationships by making referrals as outlined in the goals for this position. Presents a neat and professional personal appearance, in accordance with bank policy. Knows and ensures compliance to all banking regulations to include Regulation CC and Bank Secrecy Act. Develop a strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service options. Teller Duties: Processes transactions for savings, checking, and loan accounts. Maintains a neat and orderly work area. May assist in guiding and training new tellers. May allow customers access to safe deposit boxes. Cashes checks and processes savings withdrawals within assigned limits and in accordance with prescribed procedures. Sells certified checks. Balances transactions daily. May service/balance ATM. May utilize the branch capture system. Knows and follows policies and procedures in completing transactions, minimizing operational errors, and maintaining a proper workflow. Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices. FSR Duties: Opens new deposit accounts and understands the products and financial services offered by the bank. Also handles other services such as stop payments, wire transfers, and other maintenance functions within assigned limits. Explains policies and procedures as necessary, keeping in mind most customers' unfamiliarity with them. Resolves customer problems and complaints with courtesy and discretion and direction and directs customers with difficult problems to other sources for assistance. Considers problems and complaints as opportunities to satisfy the customer and promote additional services. Is knowledgeable of financial services offered by the bank. Shows sincere appreciation for each customer's time and business. Gives business card if not already given. Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices. Assures that branch records, reports and other correspondence resulting from customer development attempts are correct, timely and are properly distributed. UNIVERSAL BANKER FUNCTIONS One year of teller or cash handling experience and six months customer relationship building or sales experience Demonstrated expertise in the Teller II and basic FSR job functions Additional Responsibilities may include Vault Responsibilities or Back-Up Vault Responsibilities Other duties as assigned Qualifications, Education, and Certification Requirements Education: High School diploma or equivalent Experience: Cash handling, sales, customer service. Previous banking experience preferred. Specific Knowledge: Good interpersonal skills, good computer skills, ability to read, write, speak, and understand English TRAINING REQUIREMENTS/CLASSES The SouthState Way New Team Member Orientation Teller Foundations Banker Foundations All assigned Regulatory Compliance Training Acknowledgement of all policies through DocuSign as assigned Additional training may be required dependent upon experience PHYSICAL DEMANDS Must be able to lift, up to 50 pounds, must be able to stand and/or sit for long periods of time. Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers. WORK ENVIRONMENT This position is most likely in an open lobby area with an individual workstation. The position is located inside a cooled and heated facility. TRAVEL Travel may be required to come to meetings or training as needed. Work Location: 4109 Columbia Road Martinez, Georgia 30907 Equal Opportunity Employer, including disabled/veterans.

Full-time Description The Universal Banker is responsible for performing intermediate duties and support related to branch operational activities and financial services by processing all new account-related transactions. Assists customers in their selection of various accounts and financial services; cross-sells the Bank's products and services; opens, maintains and closes all account types; performs branch clerical duties; promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. ESSENTIAL DUTIES 1. Performs intermediate duties and support related to branch operational activities and financial services by processing all new account-related transactions. 2. Assists consumer and business customers in their selection of various accounts, products and financial services available from the Bank; and ensures cross-sell opportunities are presented by applying professional sales techniques. 3. Interviews customers to obtain information; establishes proper identification of new customers; determines need and extent of reference investigation; and assists customers in completing credit applications. 4. Provides support to all assigned areas of branch operations where service or assistance is needed, including new accounts, teller, safe deposit, vault teller and lending; and provides leadership, training and support to less experienced new account representatives and other branch staff members. 5. Discusses, prepares and processes documents related to the Bank's ELECTRONIC BANKING services. 6. Discusses and accepts merchant card applications for submission to the BANKCARD SERVICES DEPARTMENT. 7. Makes decisions regarding the opening of new deposit accounts and loans; assigns account numbers; completes forms requiring customer signature(s); checks credit history; accepts initial deposits; and prepares all documents and items pertaining to checking accounts, savings accounts and certificates of deposit for processing. 8. Operates personal computer to process account activity; determine balances and resolve problems within given authority. 9. Processes various loan transactions; consumer, commercial and real estate loan payments and advances; processes reports and callbacks. 10. May represent the Bank in various community, civic, and community reinvestment functions to further enhance the Bank's image and develop additional business. 11. Provides effective customer service by answering customer questions; investigates and corrects errors; and resolves problems or other issues. 12. Issues official checks, certificates of deposit (COD), etc. 13. Performs safe deposit duties by opening accounts, controlling access, assisting customers and processing affiliated reports. 14. Receives and processes stop payment and hold orders. 15. Presents funds received from customer to teller for initial deposits; determines funds availability and obtains receipt for customer. 16. Processes credit reports, wire transfers, address changes, check and deposit slip orders, and endorsement stamp orders. 17. Records, files, scans documents, updates information and sorts mail or reports as required. 18. Gathers data and process various reports and callbacks. 19. Answers telephones and directs callers to proper Bank personnel. 20. Processes loan and credit/debit card applications, card ordering and file maintenance. 21. Processes statements, renewal notices and interest payments for IRA and certificates of deposit accounts. 22. May assist in opening and closing the vault daily; assists in balancing vault currency and coin. 23. Cross-trains less experienced branch personnel. 24. Types routine letters reports and forms. 25. Maintains files, copies and faxes documents, and orders and distributes supplies. 26. Performs official notary service duties. 27. Treats people with respect; keeps commitments; Inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. 28. Demonstrates knowledge of and adherence to Equal Employment Opportunity (EEO) policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. 29. Assures compliance with all Bank policies, procedures and processes, and all applicable state and federal banking laws, rules and regulations; adheres to Bank Secrecy Act (BSA) responsibilities that are specific to the position. 30. Completes administrative tasks correctly and on time; supports the Bank's goals and values; benefits the Bank through outside activities. 31. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct. SECONDARY DUTIES The position of Universal Banker performs duties specific to the position and other functions as assigned. SUPERVISORY RESPONSIBILITY The position of Universal Banker is not responsible for the supervision of any employee(s); however the incumbent is required to provide leadership, training and support to less experienced new account representatives and other branch staff members. Requirements MINIMUM REQUIREMENTS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. Associate's degree (AA) or equivalent from a 4-year college or technical school; or 4 years of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution operations, sales or customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Registered with the Nationwide Mortgage Licensing System and Registry as a mortgage loan originator in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act (the “SAFE Act”). Intermediate experience, knowledge and training in branch operation activities, terminology and products and services relating to retail and commercial account customers. Intermediate knowledge of related state and federal banking compliance regulations, and other Bank operational policies Intermediate skills in computer terminal and personal computer operation; host computer system; and word processing, spreadsheet and account opening software programs. Intermediate typing skills to meet production needs of the position. Intermediate knowledge of general office practices. Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; count currency, coin and negotiable instruments in a timely manner. Effective verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees. Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations. Effective organizational and time management skills. Ability to work with minimal supervision while performing duties. Current driver's license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.

Title: Universal Banker Reports to: Branch Manager Provides services for branch customers such as teller transactions, opening new accounts, changing addresses, and handling customer inquiries as needed * Promote and maintain positive relations with all contacts, customers, and potential customers * Perform as a team member in allocating and coordinating the work flow * May train new employees and answer co-worker questions * May be responsible for bank opening/closing * Teller transactions * Open and Close Vault * Promote, explain, and sell all banking products * Prepare wire transfer for customers and ensure proper OFAC verification is performed before submitting the wire transfer. * Perform all duties in compliance with BSA/AML regulations and requirements * Obtains adequate data for CIP on all wire and money instrument transactions * Ensure proper customer information is collected and OFAC verification is performed before opening an account * Perform Risk Rating Assessment and Due Diligence for all customers. * Maintain and update customer information * Monitors and reports suspicious activity to the BSA Officer Education/Additional Training or Certifications: * High school Diploma or equivalent Previous Work Experience: * Previous Customer Service Experience * Previous Teller experience preferred * Software skills including Microsoft Office, Adobe, Internet, and Email Language Skills * Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals * Ability to write routine reports and correspondence * Ability to speak effectively before customers or employees of organization * Bilingual skills preferred Work Environment: * This job operates in a professional work environment. * The role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines Physical Demands: * While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. AAP/EEO Statement: * Metro City Bank is an Equal Employment Opportunity/Affirmative Action Employer with regard to Females, Minorities, Veterans, Disabled Persons, Sexual Orientation, and Gender Identity Other Duties: * Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Employer Department Pinnacle Bank Retail Job title Exemption status Universal Banker Non-Exempt Supervised by Retail Sales Manager / Branch Manager The Universal Banker is responsible for: ~demonstrating exceptional customer interaction while efficiently and accurately completing customer transactions in both the Teller and Personal Banker job responsibilities ~demonstrating an accurate knowledge of the bank's products and services ~ensuring superior quality service in completing all customer transactions ~matching the financial needs that achieve those customer goals with product and service solutions ~growing the deposits of the bank by creating an exceptional customer experience while providing and filling customer needs as they occur in the branch environment ~building long-term customer relationships with a focused group of customers by being knowledgeable of the customer base, and proactively uncovering individual customer financial goals ~maintaining a positive service mentality ~having the capacity to successfully satisfy the customer while considering the resources and needs of the organization The employee will support the bank's strategic goals, vision, mission, core values, service standards and service philosophy in actions, words and deeds. Skills, Knowledge, Talents Education High school graduate with equivalent work and skill experience. Prior Experience One year banking, customer service and/or sales experience preferred. Required Skills and Knowledge Core Value: ~ Operate with an Innovative Edge~ Show Leadership Must have a comprehensive knowledge of the bank's products and services. Must have a willingness to serve. Must be able to function efficiently in a network environment and have a working knowledge of Microsoft Office and SharePoint.Must be able to function efficiently on a general business level of math, possess general accounting knowledge (i.e. debits, credits, and an understanding of the bank's account reconciliations).Project a professional image by adhering to guidelines in the employee handbook.Must have a general understanding of the Federal Reserve Banking System.Must be able to collect, research, and analyze information skillfully.Must be a self-starter, a creative thinker, flexible, eager, nurturing, open to change and exhibit good judgment.Must be a leader by example, attentive to detail, work well with others and responsive to supervisory guidance. Pinnacle Bank is an Equal Opportunity Employer and a Drug Free Workplace. As a condition of employment, a completed Application of Employment and satisfactory results from a background check and drug screening must be received. Pinnacle supports a diverse work force and welcomes all qualified applicants. It is the policy of Pinnacle Bank to consider applicants without regard to race, color, religion, creed, national origin, gender, disability, marital or veteran status, age or any other legally protected status.

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! SUMMARY/OBJECTIVES The Universal Banker serves as a full service, single point of contact in the branch for SouthState customers' financial needs. The position operates in the dual capacity of a Teller and FSR providing exceptional customer service in both transactional and account management. The Universal Banker seeks to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the bank. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Serves customers quickly, accurately, efficiently, and confidentially according to the South State Bank Service Standards. Knows and understand the products and services offered by the Bank. These include facts and features, benefits and advantages, rules and regulations, price structure, and a simple definition of each service offered. Able to identify customer needs and expectations by listening for clues. Seeks the opportunity to expand customer relationships by making referrals as outlined in the goals for this position. Presents a neat and professional personal appearance, in accordance with bank policy. Knows and ensures compliance to all banking regulations to include Regulation CC and Bank Secrecy Act. Develop a strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service options. Teller Duties: Processes transactions for savings, checking, and loan accounts. Maintains a neat and orderly work area. May assist in guiding and training new tellers. May allow customers access to safe deposit boxes. Cashes checks and processes savings withdrawals within assigned limits and in accordance with prescribed procedures. Sells certified checks. Balances transactions daily. May service/balance ATM. May utilize the branch capture system. Knows and follows policies and procedures in completing transactions, minimizing operational errors, and maintaining a proper workflow. Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices. FSR Duties: Opens new deposit accounts and understands the products and financial services offered by the bank. Also handles other services such as stop payments, wire transfers, and other maintenance functions within assigned limits. Explains policies and procedures as necessary, keeping in mind most customers' unfamiliarity with them. Resolves customer problems and complaints with courtesy and discretion and direction and directs customers with difficult problems to other sources for assistance. Considers problems and complaints as opportunities to satisfy the customer and promote additional services. Is knowledgeable of financial services offered by the bank. Shows sincere appreciation for each customer's time and business. Gives business card if not already given. Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices. Assures that branch records, reports and other correspondence resulting from customer development attempts are correct, timely and are properly distributed. UNIVERSAL BANKER FUNCTIONS One year of teller or cash handling experience and six months customer relationship building or sales experience Demonstrated expertise in the Teller II and basic FSR job functions Additional Responsibilities may include Vault Responsibilities or Back-Up Vault Responsibilities Other duties as assigned Qualifications, Education, and Certification Requirements Education: High School diploma or equivalent Experience: Cash handling, sales, customer service. Previous banking experience preferred. Specific Knowledge: Good interpersonal skills, good computer skills, ability to read, write, speak, and understand English TRAINING REQUIREMENTS/CLASSES The SouthState Way New Team Member Orientation Teller Foundations Banker Foundations All assigned Regulatory Compliance Training Acknowledgement of all policies through DocuSign as assigned Additional training may be required dependent upon experience PHYSICAL DEMANDS Must be able to lift, up to 50 pounds, must be able to stand and/or sit for long periods of time. Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers. WORK ENVIRONMENT This position is most likely in an open lobby area with an individual workstation. The position is located inside a cooled and heated facility with ability to go to a break room or rest room during breaks. TRAVEL Travel may be required Work Location: 145 Millard Farmer Industrial Blvd Newnan, Georgia 30263 Equal Opportunity Employer, including disabled/veterans.