Client Experience Lead Teller - Elevate Banking Service

Southern First Bank

Raleigh (NC)

On-site

USD 42,000 - 52,000

Full time

9 days ago

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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

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.

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