Client-Focused Relationship Banker II

South Atlantic Bank; Beaufort (SC); On-site; USD 36,000 - 48,000; Full time

Job summary

South Atlantic Bank in Beaufort, SC seeks an experienced client service professional to support branch operations and deliver an exceptional customer experience. You will process a variety of transactions, onboard clients, and deepen relationships through consultative sales, using the CRM system to manage interactions.

Ideal candidates bring strong communication, attention to detail, and knowledge of bank products.

Qualifications

• High school graduate; banking knowledge helpful.
• Strong customer service and communication skills.
• Sales ability and cross-selling capability.
• Familiarity with CRM and banking systems; MS Office proficiency.

Responsibilities

• Provide exceptional client experience with accurate service.
• Support day-to-day branch operations and transactions as needed.
• Onboard, service and deepen client relationships via consultative sales.
• Respond to inquiries via phone, email and chat with timely accuracy.
• Promote bank products and connect clients to appropriate partners.
• Assist with opening personal and business accounts.
• Maintain compliance and follow internal guidelines.

Skills

Customer service

Communication skills

Sales & cross-selling

CRM knowledge

Banking systems

Microsoft Office

Attention to detail

Problem resolution

Education

High School

Tools

CRM system

Jack Henry

Job description

South Atlantic Bank in Beaufort, SC seeks an experienced client service professional to support branch operations and deliver an exceptional customer experience. You will process a variety of transactions, onboard clients, and deepen relationships through consultative sales, using the CRM system to manage interactions.

Ideal candidates bring strong communication, attention to detail, and knowledge of bank products.