Client Experience Banker, Teller Leader - Summerville

Summerville, South Carolina
Oct 06, 2023
May 30, 2024
Full Time

This could be the job for you if you enjoy helping others by being knowledgeable and professional and your communication style is factual, polite, and friendly. If the balance between relationships and quality are important and you thrive in an environment where you can learn and be a resource for others, we can’t wait to see what we can do together.    

We are your perfect company if you value community, integrity, and fun. Our employees enjoy working here because we foster a sense of belonging, our words and actions are rooted in kindness, and our leadership teams interact at every level of the organization. We know our employees have a choice where they can work, and we are grateful that they choose Southern First.  

What’s in for you:   

  • Opportunities for development and advancement
  • Tools and training to help you succeed
  • Supportive environment with a successful, stable organization
  • Recognition for ideas, creativity, and dedication
  • Competitive salary and benefits package*

*Benefits include: Medical, Dental & Vision insurance, 401K, Health Savings Account, Flexible Care Spending Account, Dependent Care Spending Account, Critical Illness Benefits, Life & Accident Insurance & Disability Insurance

Primary Responsibilities: Job Description

  • Perform standard retail banking responsibilities, such as: safe deposit box services, cash checks, process credit card advances, redeem U.S. Savings Bonds, issue and sign cashier checks and loan proceeds checks, and accept loan payments and deposits, verifying cash and endorsements, and issue receipts.
  • 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.
  • Research and verify account information and resolve problems for clients as necessary.
  • Educate clients on bank services, products, and digital capabilities by developing and maintaining a strong working knowledge of all relevant Bank products and services.
  • Balance transactions at end of day and verify cash totals
  • Adhere to high ethical standards and comply with all policies/procedures/regulations/applicable laws.
  • Assure full compliance with BSA and Reg CC and all other regulations, policies and procedures.
  • Complete other duties as assigned.

Lead Teller Position:

Performs all of the above responsibilities, and:

  • May be granted override permissions for teller team transactions and teller systems.
  • May assist management in developing strategies and processes to exceed client service via the teller line.
  • May be responsible to coach and teach team to deliver exceptional service to clients.
  • May assist management with teller team appraisals and individual teller development plans and career training.
  • May be responsible for Vault Maintenance.


  •  Perform backup functions such as processing check orders.
  • May assist Client Experience Officer in opening and closing.



  • Cash handling accuracy.
  • Proficiency in Microsoft Outlook.
  • Ability to effectively communicate while displaying the professional demeanor which is identified with Southern First Bank.
  • Ability to maintain regular consistent and professional attendance, punctuality and professional appearance.
  • Ability to operate computer and other standard office equipment such as a typewriter, 10 key calculator/adding machine, copier, and fax machine.
  • Ability to multi-task while maintaining a rapid response rate for acknowledging clients in person as well as incoming calls.
  • Knowledge of retail banking rules, regulations, policies and procedures.
  • Successful completion of all training deemed necessary by the Bank.


  • High school diploma or equivalent.
  • Banking Experience, ideally on both the teller and platform roles.
  • Experience using bank systems: Horizon XE