Client Experience Banker (Platform)
Company: Southern First Bank
Location: Greenville
Posted on: August 4, 2022
Job Description:
Responsible for performing both platform and teller transactions
while providing prompt, efficient and accurate client service,
representing the Bank in a courteous, professional manner, able to
uncover client needs beyond the immediate transaction and
successfully transition the client to the appropriate team member
to address that need.
POSITION SUMMARY
- Responsible for performing both platform and teller
transactions while providing prompt, efficient and accurate client
service, representing the Bank in a courteous, professional manner,
able to uncover client needs beyond the immediate transaction and
successfully transition the client to the appropriate team member
to address that need.
- Client Experience Banker summary: Responsible for being the
primary support for the Client Experience Office by assisting with
serving, maintenance, and all other retail deposit needs. Provides
prompt, efficient, and accurate service via telephone, email, and
in person.
ESSENTIAL RESPONSIBILITIES
- 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 answer client inquiries; discuss products and
rates.
- Educating clients on bank services, products, and digital
capabilities by developing and maintaining a strong working
knowledge of all relevant Bank products and services.
- Perform safe deposit box services.
- Research and verify account information and resolve problems
for clients as necessary.
- 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.
- Adhere to high ethical standards and comply with all
policies/procedures/regulations/applicable laws.
- Accept deposits, verifying cash and endorsements, and issues
receipts.
- Cash checks
- Process credit card advances.
- Redeem U.S. Savings Bonds.
- Issue and sign cashier checks and loan proceeds
checks.
- Accept loan payments and safe deposit box rental
payments.
- Answer client inquiries and gives balances.
- Balance transactions at end of day and verifies cash
totals.
- Assure full compliance with BSA and Reg CC and all other
regulations, policies and procedures.
- Complete other duties as assigned.
ADDITIONAL RESPONSIBILITIES OR DETAILS
- Perform backup functions such as account and debit card file
maintenance, process check orders, etc.
- May assist Client Experience Officer in training, vault
maintenance, scheduling, opening and closing.
ESSENTIAL SKILLS, EDUCATION AND EXPERIENCE
- Cash handling accuracy.
- Interpersonal skills to represent the Bank in a positive way in
dealing with the public, clients and other team members.
- Ability to effectively communicate while displaying the
professional demeanor which is identified with Southern First
Bank.
- Ability to adjust to change and a willingness to be a team
player.
- Outgoing personality and a genuine desire to meet the
public.
- Maintain regular consistent and professional attendance,
punctuality and personal 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.
- Working knowledge of Microsoft Word and Excel.
- Knowledge of retail banking rules, regulations, policies and
procedures
- Successful completion of all training deemed necessary by the
Bank.
WORK CONDITIONS
- 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.
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
Disabilities
The 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)
Requirements
- High school diploma or equivalent preferred.
- Banking Experience preferable, ideally on both the teller and
platform roles.
Keywords: Southern First Bank, Greenville , Client Experience Banker (Platform), Other , Greenville, South Carolina
Didn't find what you're looking for? Search again!
Loading more jobs...