Client Experience Banker (Lead Teller) - Raleigh

Southern First Bank•Raleigh, NC

10d

About The Position

The Client Experience Banker (Lead Teller) performs teller transactions while providing prompt, efficient, and accurate client service in a courteous and professional manner. The role involves identifying needs beyond the immediate transaction and connecting clients with the appropriate team member. It also supports retail deposit servicing and maintenance, assisting clients by telephone, email, and in person. The Lead Teller performs the standard responsibilities of the position and may have override permissions for teller transactions and systems. The role may also support management with teller-line service strategies, team coaching and training, teller appraisals and development plans, and vault maintenance. Additional duties may 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 while maintaining the professional demeanor associated with Southern First Bank.
Ability to maintain regular, consistent, and professional attendance, punctuality, and 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 in-person clients and 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 Horizon XE bank systems.

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 and loan proceeds checks, accepting loan payments and deposits, verifying cash and endorsements, and issuing receipts.
Answer and direct incoming client calls, assess priority, and escalate calls 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, maintaining working 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.
Assist with servicing, maintenance, and other retail deposit needs, providing service by telephone, email, and in person.
As a Lead Teller, potentially use override permissions for teller transactions and systems.
As a Lead Teller, potentially help management develop teller-line client-service strategies and coach and teach the team.
As a Lead Teller, potentially assist with teller appraisals, individual development plans, and career training.
As a Lead Teller, potentially maintain the vault.
Perform backup functions such as processing check orders.
Potentially assist the Client Experience Officer with opening and closing.
Complete other duties as assigned.