Client Experience Banker, Lead Teller - Charlotte

Company: Southern First Bank
Location: Charlotte
Posted on: May 1, 2025

Job Description:

At Southern First, we believe banking is about people, and we're making a difference one client and one banker at a time. Rooted in service and family, our core values make up the foundation of our company and the way we do business. Those values include serving others, cherishing our family culture, competing with a passion for winning, celebrating our victories, and enjoying the journey along the way. Every day, our team proudly carries out our mission of impacting lives in the communities we serve.Headquartered in beautiful Greenville, SC, Southern First is locally owned and led with $4 billion in assets and 300 associates across eight growing Southeastern markets in three states. Our relationship-first approach to banking is backed by our commitment to investing in easy-to-use technology, giving our clients all of the tools they need to easily manage their finances whenever, wherever.If you are passionate about impacting lives in our community and building long-lasting client relationships, we'd love for you to join our team. Our purpose is to enable dreams, earn trust, and exceed expectations.POSITION SUMMARY

• Responsible for operating a teller window 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.
• Responsible for being support for the Client Experience Officer by assisting with servicing, maintenance and all other retail deposit needs. Provides prompt, efficient and accurate service via telephone, email, and in person.ESSENTIAL RESPONSIBILITIES
  • Accept deposits, verifying cash and endorsements, and issues receipts.
  • Cash checks
  • Process credit card advances.
  • Process night deposit bags.
  • Redeem U.S. Savings Bonds.
  • Issue, log in, and sign cashier's checks and sign 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.
  • 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, 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.
  • Cross-sell the bank's services and products 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 determining what can or cannot be handled at the level confined to the front desk.
  • Adhere to high ethical standards and comply with all policies/procedures/regulations/applicable laws.
  • Complete other duties as assigned.Lead Teller Position
    • May be granted override permissions for teller team transactions and teller systems.
    • May assist management in developing strategies and processes to exceed client service via the teller line.
    • May be responsible to coach and teach team to deliver exceptional service to clients.
    • May assist management with teller team appraisals and individual teller development plans and career trainingADDITIONAL 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
        • High school diploma or equivalent experience..
        • Banking Experience preferable, ideally on both the teller and platform roles.
        • Cash handling accuracy.
        • Interpersonal skills to represent the Bank in a positive way in dealing with the general 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.Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Keywords: Southern First Bank, Gastonia , Client Experience Banker, Lead Teller - Charlotte, Other , Charlotte, North Carolina