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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

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