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Client Experience Banker

2 months ago

Greenville SC United States Southern First Bank Full time
This could be the job for you if you enjoy helping others by being knowledgeable and professional and your communication style is factual, polite, and friendly. If the balance between relationships and quality are important and you thrive in an environment where you can learn and be a resource for others, we can't wait to see what we can do together. We are your perfect company if you value community, integrity, and fun. Our employees enjoy working here because we foster a sense of belonging, our words and actions are rooted in kindness, and our leadership teams interact at every level of the organization. We know our employees have a choice where they can work, and we are grateful that they choose Southern First. What's in for you:Tools and training to help you succeedSupportive environment with a successful, stable organizationRecognition for ideas, creativity, and dedicationCompetitive salary and benefits*package*Benefits include: Medical, Dental & Vision insurance, 401K, Health Savings Account, Flexible Care Spending Account, Dependent Care Spending Account, Critical Illness Benefits, Life & Accident Insurance & Disability InsurancePrimary Responsibilities: Job Description
  • Assist in the support of Client Experience Officers by assisting in the daily maintenance of existing relationships. This includes support for Electronic Banking, Mobile Banking, BillPay, HorizonXE, Remote Deposit Capture, Electronic Funds Transfers etc.
  • Work closely with the Client Experience Officer/Client Experience Relationship Team to handle any client retail deposit needs in the absence of Client Experience Officer.
  • Research and verify account information and resolve problems for clients as necessary.
  • Educate clients on bank services, products, and digital capabilities by developing and maintaining a strong working knowledge of all relevant Bank products and services.
  • Perform standard retail banking responsibilities, such as: safe deposit box services, cash checks, process credit card advances, redeem U.S. Savings Bonds, issue and sign cashier checks and loan proceeds checks, and accept loan payments and deposits, verifying cash and endorsements, and issue receipts.
  • May include answering and directing incoming client phone calls by discerning the levels of priority as well as escalation of calls to the appropriate team member, as necessary.
  • Balance transactions at end of day and verifies cash totalsEssential Skills, Education and Experience: Job Description
    • Cash handling accuracy.
    • Proficiency in Microsoft Outlook.
    • Ability to effectively communicate while displaying the professional demeanor which is identified with Southern First Bank.
    • Ability to maintain regular consistent and professional attendance, punctuality and professional appearance.
    • Ability to operate computer and other standard office equipment such as a typewriter, 10 key calculator/adding machine, copier, and fax machine.
    • Ability to multi-task while maintaining a rapid response rate for acknowledging clients in person as well as incoming calls.
    • Knowledge of retail banking rules, regulations, policies and procedures
    • Successful completion of all training deemed necessary by the Bank.Preferred:
      • High school diploma or equivalent.
      • Banking Experience, ideally on both the teller and platform roles.
      • Experience using bank systems: Horizon XE
        • This position must be able to sit for long periods of time as position involves majority of time spent at desk and computer.
        • Little to no travel required.
        • Standard office environment with climate control, and sufficient lighting.This description is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent an expressed or implied contract of employment nor does it alter your at-will employment, and the Company reserves the right to change this job description and/or assign tasks for the employee to perform, as the Company may deem appropriate.Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)