Client Experience Officer - Raleigh

Southern First Bank; Raleigh (NC); On-site; USD 42,000 - 64,000; Full time

Job summary

Southern First Bank in Raleigh, NC seeks a seasoned Client Services professional to expand and develop client relationships. You will cross-sell bank products and services while delivering high-quality client service across deposit and account activities.

The role requires staying compliant with bank policies and regulations, deep product knowledge, and strong interpersonal communication to represent the bank positively with clients and team members.

Qualifications

• High school diploma or equivalent preferred.
• Five years banking experience, preferably in Client Services or related area.
• Ability to identify client needs and determine suitable bank products.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Word and Excel.

Responsibilities

• Work closely with the Relationship Team to handle client retail deposit needs.
• Collaborate with Team Leader on outside business development calls.
• Grow the deposit base by expanding relationships and acquiring new clients.
• Cross-sell bank products and services with strong product knowledge (cash management, remote deposit, ACH, wires, lockbox).
• Ensure compliance with policies, procedures, and applicable laws.
• Research and respond to client inquiries and review account information as needed.
• Provide client services support including account opening and team leadership.
• Perform other duties as assigned.

Skills

Interpersonal skills

Client needs analysis

Team player

MS Word & Excel

Education

High school diploma or equivalent

Tools

Microsoft Word

Excel

Job 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 expanding as well as developing new client relationships. Cross selling bank products and services and providing quality client service.

Essential Responsibilities

• Work closely with the Relationship Team to handle any client retail deposit needs.
• Work closely with Team Leader on outside business development calls.
• Grow the deposit base by expanding existing relationships and winning new clients.
• Cross-sell the bank’s services and products by developing and maintaining a strong working knowledge of all relevant Bank products and services to include cash management, remote deposit, ACH and wires and lockbox services.
• Adhere to high ethical standards and comply with all policies/procedures/regulations/applicable laws.
• Research and answer client inquiries; discuss products and rates.
• Research and verify account information and resolve problems for clients, as necessary.
• Safe deposit box services.
• Required to support the office with Client Services Support functions like account opening, responding to clients and providing leadership to the team.
• Complete other duties as assigned.

Additional Responsibilities Or Details

• May be required to represent the Bank in the local business community.
• May have lending authority.
• Authority figure and liaison between the office and upper management for Bank locations with no executive management present.

Essential Skills, Education And Experience

• High school diploma or equivalent preferred.
• Five years banking experience, preferably in Client Services or related area.
• Must have skill sets for identifying client needs and determine suitable Bank products, organizational skills, and computer skills.
• Basic management skills and ability to write and conduct an objective employee performance review.
• Exceptional interpersonal communication skills to represent the Bank in a positive way in dealing with clients and other team members.
• Working knowledge of Microsoft Word and Excel.
• Extensive knowledge of retail banking rules, regulations, policies, and procedures
• The ability to adjust to rapid change and willingness to be a team player.
• Maintain regular, consistent, and professional attendance, punctuality, and personal appearance.
• Successful completion of compliance training deemed necessary by the Bank.

WORK CONDITIONS

• This position must be able to sit for long periods of time as position involves large amount of time spent at desk and computer.
• Some local and non-local travel required.

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.