Client Experience Banker (Lead Teller) - Raleigh

Southern First Bank; Raleigh (NC); On-site; USD 42,000 - 52,000; Full time

Job summary

Southern First Bank in Raleigh, NC seeks a Client Experience Banker (Lead Teller) to deliver exceptional teller service and build lasting client relationships. You will process transactions, identify client needs, and guide customers to the right team for complex solutions.

The role requires strong communication, reliability, and knowledge of retail banking rules, with opportunities to support vault and back-office tasks as part of daily duties.

Qualifications

• Proficiency in Microsoft Outlook.
• Strong professional communication skills.
• Reliable attendance and punctuality.
• Ability to operate standard office equipment.
• Ability to multitask with rapid response to clients.
• Knowledge of retail banking rules, regulations, and procedures.
• Successful completion of training deemed necessary by the Bank.

Responsibilities

• Perform teller transactions and provide prompt, accurate client service.
• Uncover client needs and transition to the appropriate team member.
• Balance transactions and verify cash totals.
• Educate clients on bank services and digital capabilities.
• Adhere to policies, procedures and regulations including BSA and Reg CC.
• Assist with vault maintenance and other duties as assigned.

Skills

Microsoft Outlook

Professional communication

Attendance & punctuality

Office equipment operation

Multitasking

Retail banking knowledge

Education

High school diploma or equivalent

Banking experience (teller/platform)

Tools

Horizon XE

Job description

Client Experience Banker (Lead Teller) - Raleigh

Job Category: Retail

Requisition Number: CLIEN001541

• Full-Time

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.

Performs all of the above responsibilities, and:

• 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 training.
• May be responsible for Vault Maintenance.

ADDITIONAL RESPONSIBILITIES OR DETAILS

• Perform backup functions such as processing check orders.
• May assist Client Experience Officer in opening and closing.

ESSENTIAL SKILLS, EDUCATION AND EXPERIENCE

Required:

• 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.

Preferred:

• High school diploma or equivalent.
• Banking Experience, ideally on both the teller and platform roles.
• Experience using bank systems: Horizon XE

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.
• Standard office environment with climate control, and sufficient lighting.

PHYSICAL REQUIREMENTS:

• Ability to stand for up to eight hours
• Ability to hear or see telephone ringing and respond to telephone calls
• Ability to perform work on computer using Bank Systems and software

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
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.