Virtual Experience Banker I

Southern First Bank • Greenville, SC

2d • Remote

About The Position

Responsible for expanding and supporting client relationships via telephone and electronic communication methods. Offers appropriate bank products and services and provides quality client service. This role involves assisting clients with daily maintenance functions such as electronic Banking, BillPay, Mobile Banking, Money Movement, Payment requests, and Debit Card related issues. The position requires researching and answering client inquiries, resolving problems, and recommending appropriate bank products and services by identifying client needs. A strong working knowledge of all relevant Bank products and services is essential, along with adherence to high ethical standards and compliance with all policies, procedures, regulations, and applicable laws. Other duties may be assigned.

Requirements

• Proficiency in use of computers, and basic office equipment such as copiers, printers, fax machine, telephones, etc.
• Interpersonal communication skills to represent the Bank in a positive way in dealing with clients and other team members.
• Proficiency in Microsoft Outlook, Word and Excel.
• Ability to maintain confidentiality and exhibit a high degree of integrity.
• Extensive knowledge of retail banking rules, regulations, policies and procedures.
• Maintain regular, consistent, and professional attendance, punctuality and professional appearance.
• Successful completion of compliance training deemed necessary by the Bank.

Nice To Haves

• High school diploma or equivalent.
• Five years of banking experience, preferably in Client Services, Consumer and Business Client Support with Telephone Banking or Call Center experience.
• Experience with Bank systems and software such as: Horizon XE

Responsibilities

• Assist clients at the point of contact through telephone, email, video conference, live chat communication and quickly adopt to emerging solutions.
• Support client needs involving daily maintenance functions such as electronic Banking, BillPay, Mobile Banking, Money Movement, Payment requests as well as Debit Card related issues.
• Research and answer client inquiries and resolve problems for clients as necessary.
• Offer appropriate products and services of the bank by identifying existing Client’s needs and making recommendations.
• Develop and maintain a strong working knowledge of all relevant Bank products and services.
• Adhere to high ethical standards and comply with all policies/procedures/regulations/applicable laws.
• Complete other duties as assigned.
• Support clients with consumer online banking, debit card inquiries, password resets, and general account maintenance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED