Client Experience Banker - Charlotte

Southern First Bank•Charlotte, NC

20d

About The Position

The Client Experience Banker performs teller and platform transactions as needed while providing prompt, efficient, and accurate service. The role represents the Bank courteously and professionally, identifies client needs beyond the immediate transaction, and connects clients with the appropriate team member. It provides the primary support for the Client Experience Officer by helping with servicing, maintenance, and other retail deposit needs. Client service is provided by telephone, email, and in person. The position also supports the Client Experience Officer and Client Experience Relationship Team with daily maintenance of existing relationships and client retail deposit needs. It may include answering and routing calls, assisting with training and operational tasks, and performing backup account and debit card maintenance. Regular, predictable attendance is required; most of the work is performed at a desk and computer, and little to no travel is required.

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 when dealing with the public, clients, and team members.
Ability to communicate effectively with the professional demeanor associated with Southern First Bank.
Ability to adapt 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 position's time is spent at a desk and computer.

Nice To Haves

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

Responsibilities

Accept deposits, verify cash and endorsements, and issue receipts.
Cash checks; redeem U.S. Savings Bonds; issue and sign cashier's checks and loan proceeds checks.
Accept loan payments and safe deposit box rental payments, and process credit card advances.
Answer client inquiries, provide account balances, research and verify account information, and resolve client problems.
Balance transactions at the end of the day and verify cash totals.
Comply with BSA and Reg CC requirements and applicable policies, procedures, regulations, and laws.
Answer and route incoming client calls, assess their priority, and determine whether they can be handled directly or should be referred.
Support Client Experience Officers with daily maintenance of existing relationships and electronic, mobile, BillPay, HorizonXE, remote deposit capture, and electronic funds transfer services.
Work with the Client Experience Officer and Client Experience Relationship Team to handle client retail deposit needs when the Client Experience Officer is absent.
Discuss products and rates, and cross-sell the Bank's services and products by maintaining knowledge of relevant offerings.
Provide safe deposit box services.
Complete other duties as assigned.
May assist with training, vault maintenance, scheduling, and opening and closing.
Perform backup functions such as account and debit card file maintenance and processing check orders.