Client Experience Banker (Lead Teller) - Raleigh

Southern First Bank•Raleigh, NC

9d•Onsite

About The Position

The Client Experience Banker performs teller transactions and provides prompt, efficient, and accurate service to clients in person, by telephone, and by email. The role represents the Bank courteously and professionally, identifies client needs beyond the immediate transaction, and connects clients with the appropriate team member. It also supports retail deposit servicing and maintenance. The Lead Teller performs these responsibilities and may receive override permissions for teller transactions and systems. The role may also support management with teller-line service strategies, coaching and training, appraisals, development plans, and career training, and may be responsible for vault maintenance. Additional duties can include processing check orders and assisting the Client Experience Officer with opening and closing.

Requirements

Cash handling accuracy.
Proficiency in Microsoft Outlook.
Ability to communicate effectively and maintain the professional demeanor associated with Southern First Bank.
Ability to maintain regular, consistent, professional attendance and punctuality, and a professional 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 rapidly to clients in person and to incoming calls.
Knowledge of retail banking rules, regulations, policies, and procedures.
Successful completion of all training deemed necessary by the Bank.

Nice To Haves

High school diploma or equivalent.
Banking experience, ideally in both teller and platform roles.
Experience using bank systems, specifically Horizon XE.

Responsibilities

Perform retail banking transactions and services, including safe deposit box services, cashing checks, processing credit card advances, redeeming U.S. Savings Bonds, issuing cashier checks and loan proceeds checks, accepting loan payments and deposits, verifying cash and endorsements, and issuing receipts.
Answer and direct incoming client calls, determine their priority, and escalate them to the appropriate team member when necessary.
Research and verify account information and resolve client problems.
Educate clients about Bank services, products, and digital capabilities by maintaining knowledge of relevant offerings.
Balance transactions at the end of the day and verify cash totals.
Comply with ethical standards, Bank policies and procedures, applicable laws, BSA, Reg CC, and other regulations.
Complete other duties as assigned.
As a Lead Teller, potentially use override permissions for teller transactions and systems.
As a Lead Teller, potentially assist management in developing teller-line service strategies and coach and teach the team to provide exceptional client service.
As a Lead Teller, potentially assist management with teller team appraisals, individual development plans, and career training.
As a Lead Teller, potentially maintain the vault.
Perform backup duties such as processing check orders.
Potentially assist the Client Experience Officer with opening and closing.