Logo of Huzzle

Virtual Experience Banker I

  • Job
    Senior Level
  • Banking & Finance
  • Greenville

AI generated summary

  • You must have strong computer skills, excellent communication abilities, and knowledge of retail banking procedures. Experience with Microsoft Office and banking software is essential. A high degree of integrity and confidentiality is required. Flexibility to work in-person occasionally is preferred.
  • You will assist clients virtually, addressing inquiries, providing technical support, recommending products, and ensuring exceptional client experiences while adhering to ethical standards and regulations.


  • Virtual Experience Banker I
  • Proficiency in the use of computers, and basic office equipment such as copiers, printers, telephones, etc.
  • Interpersonal communication skills to represent the Bank in a positive way in dealing with clients and other team members.
  • Proficiency in Microsoft Outlook, Word, and Excel.
  • Ability to maintain confidentiality and exhibit a high degree of integrity.
  • 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.
  • Support clients with any Consumer Online Banking, Debit Card, questions, password resets, etc.
  • Virtual Experience Banker II
  • Additional Requirements:
  • Support clients with any Consumer and Business Online Banking, Debit Card, ACH, Wires; questions, password resets, disputes, etc.
  • Managing end to end dispute process.
  • Supporting client money movement activities which include Consumer and Business ACH and Wires
  • Developing and maintaining a strong working knowledge of all relevant Bank products and services.
  • Virtual Experience Banker III
  • Additional Requirements:
  • Rotate to retail office locations as needed to support clients in person.
  • Assist in the support of Client Experience Officers by assisting in the daily maintenance of existing relationships.
  • This includes support for Electronic Funds Transfers, Consumer Account Opening, 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.
  • Extensive knowledge of retail banking rules regulation, policies, and procedures.
  • Preferred:
  • High school diploma or equivalent.
  • Five years banking experience, preferably in Client Services, Consumer and Business Client Support with Telephone Banking or Call Center experience.
  • Experience with Bank systems and software such as: Horizon XE, GLIA, Microsoft 365


  • Assist clients at the point of contact through telephone, email, video conference, live chat communication and quickly adopt to emerging solutions while creating an exceptional and unique client experience.
  • Support client needs involving daily maintenance functions such as electronic Banking, BillPay, Mobile Banking, money, and payment requests as well as and Debit Card related issues.
  • Research and answer client inquiries and resolve problems for clients as necessary.
  • Offer appropriate products and services of the bank by identifying existing Client’s needs and making recommendations.
  • Develop and maintain a strong working knowledge of all relevant Bank products and services.
  • Adhere to high ethical standards and comply with all policies/procedures/regulations/applicable laws.
  • Complete other duties as assigned.


What are the main responsibilities of a Virtual Experience Banker I?

The main responsibilities of a Virtual Experience Banker I include assisting clients through telephone, email, video conference, and live chat communication, supporting client needs with electronic banking services, researching and resolving client inquiries, offering appropriate bank products and services, and maintaining a strong knowledge of all relevant bank offerings.

What skills and experience are required for a Virtual Experience Banker I position?

Skills and experience required for a Virtual Experience Banker I position include proficiency in computer usage, strong interpersonal communication skills, knowledge of Microsoft Outlook, Word, and Excel, ability to maintain confidentiality and integrity, familiarity with retail banking rules and regulations, and successful completion of necessary compliance training.

What is the work environment like for a Virtual Experience Banker I?

Virtual Experience Banker I works in a standard office environment with climate control and sufficient lighting. The position involves sitting for long periods at a desk and computer, and requires the ability to work at a computer for up to eight hours, respond to telephone calls, and utilize bank systems and software.

What are the additional responsibilities for a Virtual Experience Banker II?

In addition to the responsibilities of a Virtual Experience Banker I, a Virtual Experience Banker II supports clients with Consumer and Business Online Banking, ACH, Wires, dispute resolution, and additional client money movement activities. They also manage end-to-end dispute processes and maintain a strong knowledge of all relevant bank products and services.

What are the additional requirements for a Virtual Experience Banker III?

Virtual Experience Banker III may rotate to retail office locations to support clients in person, assist Client Experience Officers with maintaining existing relationships, handle client retail deposit needs, educate clients on bank services and products, and ensure compliance with retail banking rules and regulations.

Enabling dreams, earning trust, and exceeding expectations.

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.