Southern Bank
Primary Purpose Of Job
This position serves as the focal point in the branch for sales, service, and referral opportunities, supporting overall branch goals and cultivating lifelong relationships with customers. The role involves servicing existing customers, assisting clients with transactions, and upholding the highest ethical standards that our customers and communities trust.
Expectations of All Southern Bank Team Members
Southern Bank team members are a family rooted in the communities we serve, working together to be the best in our industry through innovative ideas and strong products.
Ensure confidentiality of customer non‑public information and secure information systems in compliance with bank regulations.
Essential Functions And Performance Areas
Develop new customer relationships and/or retain and expand existing relationships by proactively identifying opportunities through cross‑selling to achieve personal and branch goals.
Participate in a welcoming lobby experience, directing customers to the appropriate team member based on their needs and encouraging product utilization when necessary.
Takes ownership of the customer experience, including opening accounts, cross‑selling other products, and resolving issues as appropriate.
Build new customer relationships through frequent interactions, proactively contacting customers to ensure satisfaction.
Proactively educate customers on utilizing available access channels.
Actively participate in business development opportunities (e.g., phone outreach, community events, meetings with local businesses) to establish visibility in the community and drive business to the branch.
Assist in resolving difficult customer situations effectively, delivering friendly service, and ensuring the highest level of satisfaction.
Maintain thorough knowledge of bank policy and procedures, including processing retail and commercial transactions, ATM/ITM settlement, night depository, vault cash, safe deposit, opening/closing procedures, ordering cash, and preparing cash for shipment.
Maintain knowledge of regulatory requirements such as the Bank Secrecy Act, Regulation CC, Regulation E, Customer Privacy, and Information Security.
Maintain proficiency in all bank products and services across all delivery channels, including deposit products, electronic services, and loan products.
Maintain trustworthiness, character, professionalism, confidentiality, and honesty in dealings with internal and external customers.
Adhere to Southern Bank telephone standards, supporting open communication and addressing concerns in an open manner.
Maintain attendance and the ability to work a schedule that may include overtime, nights, weekends, and holidays.
May be asked to assist at various branches across Southern Bank’s footprint.
Complete and perform any other duties as assigned.
Knowledge, Skills and Abilities
Demonstrated positive and helpful attitude toward both internal and external customers.
Good interpersonal communication skills, including effective communication and clarity when speaking to customers, employees, and supervisors.
Good computer skills.
Excellent customer service skills.
Education, Training and Experience Requirements
High school diploma or equivalent.
CORE COMPETENCIES
Family & Trust: Southern Bank team members build relationships based on trust and mutual respect, maintain an inclusive and honest environment, and uphold integrity and transparency in all interactions.
Rooted & Service: Southern Bank team members are committed to serving customers, communities, and teams with purpose, professionalism, and respect, while effectively communicating and actively listening to meet their needs.
Innovation & Strength: Southern Bank team members foster collaboration and continuous improvement, encourage visionary thinking, and strive for excellence to drive the organization forward.
Building Customer Loyalty: Effectively meeting customer needs, building productive relationships, and taking responsibility for customer satisfaction and loyalty.
Applied Learning: Assimilating and applying new job‑related information in a timely manner.
Quality Orientation: Accomplishing tasks by considering all areas involved, no matter how small; showing concern for all aspects of the job; accurately checking processes and tasks; being watchful over a period of time.
Seniority Level
Entry level
Employment Type
Full‑time
Job Function
Finance and Sales
Industries
Banking
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Expectations of All Southern Bank Team Members
Southern Bank team members are a family rooted in the communities we serve, working together to be the best in our industry through innovative ideas and strong products.
Ensure confidentiality of customer non‑public information and secure information systems in compliance with bank regulations.
Essential Functions And Performance Areas
Develop new customer relationships and/or retain and expand existing relationships by proactively identifying opportunities through cross‑selling to achieve personal and branch goals.
Participate in a welcoming lobby experience, directing customers to the appropriate team member based on their needs and encouraging product utilization when necessary.
Takes ownership of the customer experience, including opening accounts, cross‑selling other products, and resolving issues as appropriate.
Build new customer relationships through frequent interactions, proactively contacting customers to ensure satisfaction.
Proactively educate customers on utilizing available access channels.
Actively participate in business development opportunities (e.g., phone outreach, community events, meetings with local businesses) to establish visibility in the community and drive business to the branch.
Assist in resolving difficult customer situations effectively, delivering friendly service, and ensuring the highest level of satisfaction.
Maintain thorough knowledge of bank policy and procedures, including processing retail and commercial transactions, ATM/ITM settlement, night depository, vault cash, safe deposit, opening/closing procedures, ordering cash, and preparing cash for shipment.
Maintain knowledge of regulatory requirements such as the Bank Secrecy Act, Regulation CC, Regulation E, Customer Privacy, and Information Security.
Maintain proficiency in all bank products and services across all delivery channels, including deposit products, electronic services, and loan products.
Maintain trustworthiness, character, professionalism, confidentiality, and honesty in dealings with internal and external customers.
Adhere to Southern Bank telephone standards, supporting open communication and addressing concerns in an open manner.
Maintain attendance and the ability to work a schedule that may include overtime, nights, weekends, and holidays.
May be asked to assist at various branches across Southern Bank’s footprint.
Complete and perform any other duties as assigned.
Knowledge, Skills and Abilities
Demonstrated positive and helpful attitude toward both internal and external customers.
Good interpersonal communication skills, including effective communication and clarity when speaking to customers, employees, and supervisors.
Good computer skills.
Excellent customer service skills.
Education, Training and Experience Requirements
High school diploma or equivalent.
CORE COMPETENCIES
Family & Trust: Southern Bank team members build relationships based on trust and mutual respect, maintain an inclusive and honest environment, and uphold integrity and transparency in all interactions.
Rooted & Service: Southern Bank team members are committed to serving customers, communities, and teams with purpose, professionalism, and respect, while effectively communicating and actively listening to meet their needs.
Innovation & Strength: Southern Bank team members foster collaboration and continuous improvement, encourage visionary thinking, and strive for excellence to drive the organization forward.
Building Customer Loyalty: Effectively meeting customer needs, building productive relationships, and taking responsibility for customer satisfaction and loyalty.
Applied Learning: Assimilating and applying new job‑related information in a timely manner.
Quality Orientation: Accomplishing tasks by considering all areas involved, no matter how small; showing concern for all aspects of the job; accurately checking processes and tasks; being watchful over a period of time.
Seniority Level
Entry level
Employment Type
Full‑time
Job Function
Finance and Sales
Industries
Banking
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