New

Client Experience Officer - Charleston

BankTalent HQ
Commensurate with education and experience.
United States, South Carolina, Charleston
May 10, 2025
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 serving others, cherishing our family culture, competing with a passion for winning, celebrating our victories, and enjoying the journey along the way. 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 led with $4.2 billion in assets and 300 associates across eight 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. Our purpose is to enable dreams, earn trust, and exceed expectations. POSITION SUMMARY Responsible for expanding as well as developing new client relationships. Offers appropriate bank products and services and provides quality client service. ESSENTIAL RESPONSIBILITIES Supervises Client Experience Bankers and provides coaching and mentoring in order to create a World Class service environment for Southern First clients. Work closely with other bank departments on outside business development calls and handle any client retail deposit needs. Grow the deposit base by expanding existing relationships and winning new clients. Offer appropriate bank services and products by developing and maintaining a strong working knowledge of all relevant Bank products and services to include cash management, remote deposit, ACH and wires and positive pay services. Adhere to high ethical standards and comply with all policies/procedures/regulations/applicable laws. Research and verify account information, client inquiries and resolve problems for clients, as necessary. Discuss products and rates. Provide Safe deposit box services Provide services such as account opening, responding to clients and providing leadership to the team. Complete other duties as assigned. ADDITIONAL RESPONSIBILITIES OR DETAILS May be required to represent the Bank in the local business community. Authority figure and liaison between the office and upper management for Bank locations with no executive management present. ESSENTIAL SKILLS, EDUCATION AND EXPERIENCE Required Five years banking experience, preferably in Client Services or related area. Must have basic computer skills. Minimum 2 years of supervisory experience and ability to write and conduct an objective employee performance review. Interpersonal communication skills in order to represent the Bank in a positive way in dealing with clients and other team members. Proficiency in Microsoft Outlook. Extensive knowledge of retail banking rules, regulations, policies, and procedures Maintain regular, consistent, and professional attendance, punctuality, and professional appearance. Successful completion of compliance training deemed necessary by the Bank. Preferred High school diploma or equivalent. Experience using bank systems, such as Horizon XE This position must be able to sit for long periods of time as position involves large amount of time spent at desk and computer. Local and overnight travel required infrequently (2x per year) Standard office environment with climate control and sufficient lighting. PHYSICAL REQUIREMENTS: Ability to sit for up to eight hours Ability to hear or see telephone ringing and respond to telephone calls Ability to perform work on computer using Bank Systems and software 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 employee 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.