Client Experience & Relationship Lead

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

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.