Client Experience Banker - Charlotte

Southern First Bank•Charlotte, NC

13d

About The Position

Southern First is seeking a Client Experience Banker in Charlotte to provide prompt, efficient, and accurate client service while performing teller and platform transactions. The banker represents the Bank professionally, identifies client needs beyond the immediate transaction, and connects clients with the appropriate team member when needed. The role primarily supports the Client Experience Officer with servicing, maintaining, and fulfilling retail deposit needs. Service is provided in person, by telephone, and by email. The position also supports the Client Experience Officer and Client Experience Relationship Team with existing client relationships, particularly when the officer is unavailable. The role requires compliance with applicable banking regulations, policies, procedures, and laws.

Requirements

High school diploma or equivalent preferred.
Banking experience preferred, ideally in both teller and platform roles.
Cash-handling accuracy.
Interpersonal skills to represent the Bank positively with the public, clients, and team members.
Ability to communicate effectively with a professional demeanor.
Ability to adjust to change and work as a team player.
Outgoing personality and genuine desire to meet the public.
Regular, consistent, and professional attendance, punctuality, and personal appearance.
Ability to operate a computer and standard office equipment, including a typewriter, 10-key calculator or adding machine, copier, and fax machine.
Ability to multitask while responding promptly to in-person clients and incoming calls.
Working knowledge of Microsoft Word and Excel.
Knowledge of retail banking rules, regulations, policies, and procedures.
Successful completion of all training deemed necessary by the Bank.
Ability to sit for long periods, as most of the time is spent at a desk and computer.

Nice To Haves

High school diploma or equivalent.
Banking experience, ideally in both teller and platform roles.

Responsibilities

Accept deposits, verify cash and endorsements, and issue receipts.
Cash checks and redeem U.S. Savings Bonds.
Issue and sign cashier's checks and loan proceeds checks.
Accept loan payments and safe deposit box rental payments.
Answer client inquiries, provide account balances, and research and verify account information to resolve client problems.
Balance transactions at the end of the day and verify cash totals.
Comply with BSA and Regulation CC requirements.
Answer and direct incoming client phone calls, determine priority, and identify which inquiries can be handled directly.
Support Client Experience Officers with daily maintenance of existing client relationships and retail deposit needs.
Assist clients with Electronic Banking, Mobile Banking, BillPay, HorizonXE, Remote Deposit Capture, and Electronic Funds Transfers.
Discuss bank products and rates, and cross-sell services and products by maintaining knowledge of relevant offerings.
Provide safe deposit box services and process credit card advances.
Adhere to ethical standards and comply with applicable policies, procedures, regulations, and laws.
Complete other duties as assigned.
May assist with training, vault maintenance, scheduling, opening, and closing.
May perform backup functions such as account and debit card file maintenance and processing check orders.