Travel Relationship Banker - Lowcountry

SOUTH ATLANTIC BANK•Bluffton, SC

12d•Onsite

About The Position

The Travel Relationship Banker performs retail branch responsibilities to support smooth branch operations and deliver excellent customer service, providing coverage at multiple branches within a market. The role processes customer transactions, accurately receives and disburses cash, maintains and balances a cash drawer, and follows federal guidelines and bank policies. The banker interacts with customers to address their banking needs and uses a consultative sales approach to offer products and services. The position also enters new account information, maintains existing accounts, and exercises judgment with moderate supervision.

Requirements

High school graduate or equivalent; good knowledge of math calculations is required.
Two years of cash-handling and customer-service experience.
Understanding and proficiency in teller and customer service representative roles, including the policies, procedures, and regulations specific to each role.
Excellent customer service skills, problem-resolution ability, and a professional image.
Well-developed verbal and written communication skills and comfort speaking with clients in various settings.
Ability to balance tasks associated with various duties.
Highly motivated and goal-oriented.
Strong PC skills, including Microsoft Office, keyboarding, and calculating.

Nice To Haves

Additional banking and/or business coursework.
Experience in other banking areas.
Experience with Jack Henry or other banking systems.

Responsibilities

Travel to multiple branches to provide retail coverage and meet staffing needs.
Accept business and personal deposits, loan payments, and items for collection.
Cash checks and process savings withdrawals within authorized limits.
Prepare cash in/out or debit/credit tickets for cash transactions.
Handle official checks, cash advances, mail deposits, and night depository procedures.
Contact customers regarding overdrafts and non-sufficient funds.
Process large and complicated commercial deposits when needed.
Balance the cash drawer daily while maintaining authorized cash limits.
Deliver excellent customer service and follow up with customers as needed.
Interact professionally with other departments and maintain customer confidentiality.
Respond to customer inquiries in person, by phone, and through email, and provide positive solutions.
Establish customer information files and open personal and business accounts.
Assist customers with account changes, maintenance, reconciliation, complaints, research, and problem resolution.
Assist customers with ancillary products and services, including debit cards, online banking, direct deposit, safe deposit boxes, wire transfers, and night depository services.
Onboard and service clients, and deepen and retain client relationships through consultative sales.
Prepare daily, monthly, and quarterly reports according to schedule.
Balance branch cash, prepare CTR forms, and confirm bank cameras are functioning daily.
Ensure teller drawers are counted and audited monthly.
Receive and send currency to and from the Federal Reserve or designated currency-handling endpoint, maintain optimum cash on hand, and observe cash limits.
Control and distribute official checks within the branch.
Maintain a professional attitude, appearance, and communication style; participate in meetings and assist coworkers as part of the branch team.
Remain compliant within the area of responsibility and follow current bank policies and procedures.
Perform other duties as requested by the Branch Manager and retail staff.