Private Banker

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 purpose and how you can bring it to life as an Ameris Bank teammate.

Responsible to acquire, develop and maintain relationships with Affluent and HNW (High Net Worth) clients. Serve as the primary relationship advisor, proactively assessing client needs and effectively meeting the investment, deposit, loan, trust, and planning needs of the client. Acquire client relationships through both internal referrals and external prospecting to generate expanded relationships. Performs other projects and duties as assigned.

• Assess and determine client’s investment goals, presents proposals, and closes managed investment solutions. Follow a fiduciary standard with all clients, always doing what is in the client’s best interest.
• Develop Affluent and HNW client relationships through targeted prospecting, external networking and internal referrals.
• Build a book of business achieving growth targets by meeting client’s investment, trust, deposit and Private Banking needs.
• Utilize goal based planning to meet client needs. Prepare and present financial plans providing recommendations on wealth management topics.
• Maintain an organized and consistent calling effort to build a strong network, develop a pipeline of opportunities, and generate client acquisition and expansion.
• Participate in sales meetings and communicate with branches within assigned network on a consistent basis.
• Partner with, coach and build rapport with Branch managers and branch staff within assigned branch network to maximize effectiveness of referrals.
• Partner with Commercial, Mortgage and SBA teammates to develop relationships and client introductions.
• Through interactions with clients and familiarity with their accounts, identify opportunities for cross-selling and for referrals to other areas of Ameris Bank.
• Provide proactive relationship management to clients, and utilize Salesforce and other relevant Ameris Bank systems required to effectively manage client relationships.
• Communicate regularly with the Managing Director Private Banking regarding client interactions and opportunities.
• Participate in community affairs to increase the Bank’s visibility and enhance new business opportunities.
• Complete required training in a timely fashion and proactively seek other training opportunities appropriate to the position.
• Meet risk and compliance requirements and policies.

• Relationship management, business development, presentation and sales skills required.
• Requires strong knowledge of wealth management including investments, trusts, employee benefit plans, lending, deposits and financial planning.

• Must have a minimum of 8 years sales and client management experience.
• Experience working with internal business partners.

• Bachelor’s degree in Finance, Business, or related field preferred, or equivalent of education and related training or experience required.
• CFP designation preferred

• Medical, Dental and Vision Insurance
• Ameris Bank absorbs a major portion of the cost of healthcare. You become eligible for…