Client Experience Banker (Lead Teller) - Charlotte
- Compensation
- Not disclosed
- Location
- Charlotte, North Carolina, United States
- Work setup
- Not specified
- Seniority
- Lead
- Employment
- Contract
- Experience
- Not specified
- Category
- Finance
- Posted
Must have
- Cash handling accuracy.
- Proficiency in Microsoft Outlook.
- Ability to effectively communicate while displaying the professional demeanor which is identified with Southern First Bank.
- Ability to maintain regular consistent and professional attendance, punctuality and professional 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.
- Knowledge of retail banking rules, regulations, policies and procedures.
- Successful completion of all training deemed necessary by the Bank.
Nice to have
- High school diploma or equivalent.
- Banking Experience, ideally on both the teller and platform roles.
- Experience using bank systems: Horizon XE
Full 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 caring, serving, and loving others. 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 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. We care. We serve. We love.
POSITION SUMMARY
- Responsible for performing 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.
- Responsible for assisting with serving, maintenance, and all other retail deposit needs. Provides prompt, efficient, and accurate service via telephone, email, and in person.
ESSENTIAL RESPONSIBILITIES
- Perform standard retail banking responsibilities, such as: safe deposit box services, cash checks, process credit card advances, redeem U.S. Savings Bonds, issue and sign cashier checks and loan proceeds checks, and accept loan payments and deposits, verifying cash and endorsements, and issue receipts.
- 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.
- 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.
- Balance transactions at end of day and verify cash totals
- 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.
Lead Teller Position:Performs all of the above responsibilities, and:
- May be granted override permissions for teller team transactions and teller systems.