Relationship Banker II - Beaufort

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

Job Details: Level: Experienced, Job Location: Beaufort - Beaufort, SC 29906, Position Type: Full Time, Education Level: High School, Travel Percentage: Negligible, Job Shift: Day, Job Category: Banking

JOB SUMMARY

Responsible for delivering an exceptional client experience by providing efficient, accurate and personalized service. This role supports day-to-day branch operations, processes a variety of financial transactions (including teller transactions as needed), and identifies opportunities to deepen client relationships. Success in this role requires strong communication skills, attention to detail, and a customer-first mindset.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Provides an exceptional customer experience for new and existing customers through personalized, efficient, and accurate service
• Provides client onboarding, servicing and deepens and retains client relationships through consultative sales and use of the Bank's Client Relationship Management (CRM) system
• Responds to customer inquiries through multiple channels to include phone, email and chat, delivering timely and accurate support
• Knowledgeable of financial services offered by the bank and proactively recommends Bank products and services that will benefit the customer.
• Recognizes client needs and connects them with appropriate partners including Commercial Lending, Mortgage, Corporate Services and Wealth Management
• Assists client with opening personal and business accounts
• Research and answer client inquiries and assists with maintenance requests; resolves problems as necessary
• Follows all compliance, security, confidentiality, and internal guidelines within area of responsibility and completes all transactions in accordance with them.
• Assist customers with ancillary products and services including but not limited to debit cards, online banking, direct deposit, safe deposit box, wire transfer, and night depository.
• Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
• Cross-trained for teller duties and assists in that capacity as needed.
• Perform other duties as assigned.

Qualifications

• High school graduate or equivalent is required; additional banking or business courses are helpful
• Thorough knowledge of the bank's products and services
• Understanding of branch operations and security is beneficial
• Two or more years of prior retail banking and/or branch operations experience is strongly preferred
• Proven customer service and problem resolution experience
• Well-developed verbal and written communication skills in addition to a professional image
• Demonstrates sound judgement in a sales and service environment by balancing client needs, risk considerations, and business objectives.
• Proficiency with Microsoft Office (Word, Excel, Outlook, etc.); keyboarding and calculating; experience with Jack Henry or other banking systems is helpful.
• Familiarity with banking compliance and deposit regulations
• Sales skills are needed for selling and cross-selling products and services
• Attention to detail and strong organizational skills