Client Relationship Banker II - Elevate Banking

South Atlantic Bank; Beaufort (SC); On-site; USD 32,000 - 42,000; Full time

Job summary

South Atlantic Bank is seeking a customer-focused branch associate to deliver an exceptional client experience. You will handle everyday transactions, onboard new customers, open personal and business accounts, and deepen relationships through consultative sales while using the CRM to track interactions.

The role requires strong communication, attention to detail, and the ability to balance client needs with risk and policy.

Qualifications

• High school diploma or equivalent required; banking or business coursework is helpful.
• 2+ years in retail banking or branch operations preferred.
• Strong communication and problem-solving skills.
• Knowledge of bank products and services; compliance awareness.

Responsibilities

• Deliver exceptional customer service and accurate transactions.
• Onboard new clients and open personal and business accounts.
• Cross-sell bank products through consultative guidance.
• Respond to inquiries via phone, email, or chat.
• Maintain CRM records and ensure policy compliance.
• Support teller duties as needed.

Skills

Customer service

Communication

Sales skills

Attention to detail

Teamwork

Education

High school diploma or equivalent

Banking or business courses (helpful)

Tools

CRM system

Microsoft Office

Jack Henry banking software

Job description

South Atlantic Bank is seeking a customer-focused branch associate to deliver an exceptional client experience. You will handle everyday transactions, onboard new customers, open personal and business accounts, and deepen relationships through consultative sales while using the CRM to track interactions.

The role requires strong communication, attention to detail, and the ability to balance client needs with risk and policy.