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Client Experience Banker Manager

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Southern First Bank

Jun 25, 2024

Applications are closed

  • Job
    Full-time
    Junior & Mid Level
  • Banking & Finance
  • Greenville

Requirements

  • Minimum of 2 years of banking experience and ability to write and conduct an objective employee performance review.
  • Must have proficiency with basic computer skills and an ability to adapt quickly and train others with new systems and/or technology.
  • Excellent interpersonal communication skills and professional writing to represent the Bank in a positive way in dealing with clients and other team members.
  • Proficiency in Microsoft Outlook.
  • 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.
  • Preferred:
  • High school diploma or equivalent.
  • Experience using bank systems, such as Horizon XE

Responsibilities

  • Assist in the recruiting and hiring of Client Experience Bankers (Tellers and Teller Leader).
  • Supervise Client Experience Bankers (Tellers and Teller Leader) by providing coaching, mentoring, and specific performance feedback to create a world class service environment for Southern First clients.
  • Support local vendors, clients and the Southern First Facility and IT teams as the main point of contact for local partnerships and events.
  • Maintain security standards for the office, including opening and closing procedures.
  • Serve as assistant to the Client Experience Officer/Client Experience Relationship Team with retail deposit needs in the absence of Client Experience Officer.
  • Provide services such as account opening, responding to clients and providing leadership to the team.
  • Research and verify account information and resolve problems for clients with exceptional service.
  • Educate clients on bank services, products, and digital capabilities by developing and maintaining a strong working knowledge of all relevant Bank products and services.
  • 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.
  • Ensuring all monthly audits are performed and documented accordingly and that additional training or debriefs are incorporated for continuous learning and growth of the team.
  • Adhere to high ethical standards and comply with all policies/procedures/regulations/applicable laws.
  • Assure full compliance with BSA and Reg CC and all other regulations, policies, and procedures.
  • Complete other duties as assigned.
  • ADDITIONAL RESPONSIBILITIES OR DETAILS:
  • May be required to represent the Bank in the local business community.

FAQs

What are the essential responsibilities of a Client Experience Banker Manager?

The essential responsibilities of a Client Experience Banker Manager include recruiting and hiring Client Experience Bankers, supervising and coaching Tellers and Teller Leaders, serving as the main point of contact for local partnerships and events, maintaining security standards, assisting with retail deposit needs, providing exceptional client service, educating clients on bank services, performing monthly audits, ensuring compliance with regulations, and representing the Bank in the local business community.

What qualifications are required for a Client Experience Banker Manager?

To qualify for a Client Experience Banker Manager position, candidates must have a minimum of 2 years of banking experience, proficiency with basic computer skills, excellent interpersonal communication skills, knowledge of retail banking rules and regulations, proficiency in Microsoft Outlook, and the ability to conduct employee performance reviews. Additionally, candidates must have a high school diploma or equivalent.

What are some preferred qualifications for a Client Experience Banker Manager?

Preferred qualifications for a Client Experience Banker Manager include experience using bank systems such as Horizon XE.

What are some duties that may be assigned to a Client Experience Banker Manager?

Some duties that may be assigned to a Client Experience Banker Manager include assisting with account opening, responding to client inquiries, providing leadership to the team, researching and verifying account information, training team members on new systems or technology, conducting compliance training, and representing the Bank in the local business community.

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Southern First Bank

Enabling dreams, earning trust, and exceeding expectations.

Finance
Industry
201-500
Employees
1999
Founded Year

Mission & Purpose

Our philosophy is that relationships come first. We get to know you and your goals so we can help you achieve them. Each account comes with a team of bankers dedicated to providing you personalized service, and our easy-to-use technology gives you all the tools you need to manage your finances - whenever, wherever. From banking on the go to answering financial questions big or small, we are here to support the way you bank. Southern First Bank serves Greenville, Columbia, Charleston, Summerville, Atlanta, Charlotte, Raleigh, and Greensboro. Member FDIC. Equal Housing Lender. Equal Opportunity Employer. NMLS #754127. This page is presented by Southern First Bank. LinkedIn.com is owned by a third party unaffiliated with Southern First. Southern First is not responsible for the privacy or security policies at this site or other third party sites that may be linked to by this page or other LinkedIn.com pages. We urge you to review the privacy and other policies of each website that you visit. Southern First does not endorse and is not responsible for any ads that LinkedIn.com may place on this page, or for the content, products, advice, opinions, recommendations or other material of third party sites or other pages on LinkedIn.