Client Banker; Platform and Teller - Summerville

Client Experience Banker (Platform and Teller) - Summerville

Job Category
:
Retail

Requisition Number
: CLIEN
001458

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• Posted :
  December 17, 2025
• Full-Time

Showing 1 location

Summerville
105 Front St
Summerville, SC 29486, USA

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 performing both platform and teller transactions while providing prompt, efficient and accurate client service, representing the Bank in a courteous, professional manner, able to uncover client needs beyond the immediate transaction and successfully transition the client to the appropriate team member to address that need.
• Client Experience Banker summary:
  Responsible for being the primary support for the Client Experience Office by assisting with serving, maintenance, and all other retail deposit needs. Provides prompt, efficient, and accurate service via telephone, email, and in person.

ESSENTIAL RESPONSIBILITIES

• Assist in the support of Client Experience Officers by assisting in the daily maintenance of existing relationships. This includes support for Electronic Banking, Mobile Banking, Bill Pay, Horizon
  
  XE, Remote Deposit Capture, Electronic Funds Transfers etc.
• Work closely with the Client Experience Officer/Client Experience Relationship Team to handle any client retail deposit needs in the absence of Client Experience Officer.
• Research and answer client inquiries; discuss products and rates.
• Educating clients on bank services, products, and digital capabilities by developing and maintaining a strong working knowledge of all relevant bank products and services.
• Research and verify account information and resolve problems for clients as necessary.
• May include answering and directing incoming client phone calls by discerning the levels of priority as well as escalation of calls to the appropriate team member, as necessary.
• Adhere to high ethical standards and comply with all policies/procedures/regulations/applicable laws.
• Accept deposits, verifying cash and endorsements, and issues receipts.
• Process credit card advances.
• Redeem U.S. Savings Bonds.
• Issue and sign cashier checks and loan proceeds checks.
• Accept loan payments and safe deposit box rental payments.
• Answer client inquiries and gives balances.
• Balance transactions at end of day and verifies cash totals.
• Assure full compliance with BSA and Reg CC and all other regulations, policies and procedures.
• Complete other duties as assigned.

ADDITIONAL RESPONSIBILITIES OR DETAILS

• Perform backup functions such as account and debit card file maintenance, process check orders, etc.
• May assist Client Experience Officer in training, vault maintenance, scheduling, opening and closing.

ESSENTIAL SKILLS, EDUCATION AND EXPERIENCE

• High school diploma or equivalent preferred.
• Banking Experience preferable, ideally on both the teller and platform roles.
• Interpersonal skills to represent the bank in a positive way in dealing with the public, clients and other team members.
• Ability to effectively communicate while displaying the professional demeanor which is identified with Southern First Bank.
• Ability to adjust to…