Office Support Specialist

Southern First Bank; Greenville (SC); On-site; USD 42,000 - 54,000; Full time

Job summary

Southern First Bank, headquartered in Greenville, SC, seeks an Office Support Specialist to maintain and grow its retail client base. The role requires autonomous work on retail banking applications and processes, supporting staff and clients across multiple banking functions.

The ideal candidate has a Bachelor’s or an Associate degree with several years of banking experience, strong communication and organizational skills, and proficiency in Word, PowerPoint, and Excel.

Qualifications

• This position requires completion of a Bachelor’s degree or a minimum of an Associate of Arts degree with equivalent experience.
• Minimum five‑year prior retail banking experience preferred.
• Excellent interpersonal, communication, organization and attention to detail required.
• Expert knowledge of Word, PowerPoint and Excel desired.
• Excellent administrative, time management, data management and communication skills.
• Requires adaptability and dependability.
• Ability to self‑direct and make decisions based on policy and procedures.
• Ability to work independently in a time sensitive environment, prioritize and organize workload, multi‑task, adapt quickly to change, manage time and resources to ensure work is completed efficiently and within established time frames.

Responsibilities

• Assist in developing, coordinating and conducting one‑on‑one training of retail staff on bank applications, products and/ or procedures for Client Experience Bankers and Client Experience Officers.
• Support and assist to Retail Associates with new account openings, problem resolution, and research as needed.
• Critical role of audit and review of various Quality Control reports as assigned by SVP Director of Client Support. This includes but not limited to Document Exceptions, Account Ownerships, Debit Card Audits, Rate Exceptions, Operational Reports, Safe Deposit Boxes, Teller Outages, Etc.
• Develop and maintain a strong working knowledge of all relevant Bank products and services. Assist in product enhancements, recommendations or changes as assigned by SVP Director of Client Support.
• Collaborate with Quality Control and/or BSA to assist in the resolution and remediation of any new account exceptions and trends, CTRs, and possible fraud risk, etc.
• Critical Role in assisting in the daily servicing role of our clients. This includes, but not limited to support calls, tickets, Horizon XE, EFT, Mobile Banking deposits, ATM deposit verification, Branch Cash Orders, etc.
• Assist in creating and maintaining training manuals and aids, documentation, policies, procedures and recurring education requirements for retail staff.
• Manage, coordinate and supervise the operational reviews of all offices in each market.
• Perform, review and update various GL outages, ATM Cash Suspense, ATM Diebold information, ATM transactions.
• Complete other duties as assigned.

Skills

Interpersonal skills

Communication

Organization

Attention to detail

Education

Bachelor’s degree

Associate of Arts

Tools

Word

PowerPoint

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

The Office Support Specialist performs maintenance of and/or the expansion of new and existing client base. This position requires ability to work autonomously regarding the operations of all retail banking applications and processes.

ESSENTIAL RESPONSIBILITIES

• Assist in developing, coordinating and conducting one‑on‑one training of retail staff on bank applications, products and/ or procedures for Client Experience Bankers and Client Experience Officers.
• Support and assist to Retail Associates with new account openings, problem resolution, and research as needed.
• Critical role of audit and review of various Quality Control reports as assigned by SVP Director of Client Support. This includes but not limited to Document Exceptions, Account Ownerships, Debit Card Audits, Rate Exceptions, Operational Reports, Safe Deposit Boxes, Teller Outages, Etc.
• Develop and maintain a strong working knowledge of all relevant Bank products and services. Assist in product enhancements, recommendations or changes as assigned by SVP Director of Client Support.
• Collaborate with Quality Control and/or BSA to assist in the resolution and remediation of any new account exceptions and trends, CTRs, and possible fraud risk, etc.
• Critical Role in assisting in the daily servicing role of our clients. This includes, but not limited to support calls, tickets, Horizon XE, EFT, Mobile Banking deposits, ATM deposit verification, Branch Cash Orders, etc.
• Assist in creating and maintaining training manuals and aids, documentation, policies, procedures and recurring education requirements for retail staff.
• Manage, coordinate and supervise the operational reviews of all offices in each market.
• Perform, review and update various GL outages, ATM Cash Suspense, ATM Diebold information, ATM transactions.
• Complete other duties as assigned.

ESSENTIAL SKILLS, EDUCATION AND EXPERIENCE

• This position requires completion of a Bachelor’s degree or a minimum of an Associate of Arts degree with equivalent experience.
• Minimum five‑year prior retail banking experience preferred.
• Excellent interpersonal, communication, organization and attention to detail required.
• Expert knowledge of Word, PowerPoint and Excel desired.
• Excellent administrative, time management, data management and communication skills.
• Requires adaptability and dependability.
• Ability to self‑direct and make decisions based on policy and procedures.
• Ability to work independently in a time sensitive environment, prioritize and organize workload, multi‑task, adapt quickly to change, manage time and resources to ensure work is completed efficiently and within established time frames.

WORK CONDITIONS

• Working conditions are normal for an office environment which includes sitting, standing and working on computers for extended periods of time.
• Work may occasionally require evening work with very limited travel, if any.

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 associate to perform, as the Company may deem appropriate.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.