Southern Bank
Personal Banker at Southern Bank
Join to apply for the
Personal Banker
role at
Southern Bank .
Primary Purpose of Job This position is the focal point in the branch for sales, service, and referral opportunities in support of the overall branch goals, striving to build lifelong relationships with our customers. The role involves servicing existing customers and assisting customers with transactions. As part of a team, Personal Bankers play a vital role in maintaining the highest ethical standards and the values trusted by our customers and communities.
Expectations of All Southern Bank Team Members
Southern Bank team members are part of a family rooted in the communities we serve, working together to be the best in our industry by utilizing innovative ideas and strong products. The Southern Bank Patch illustrates these ideals.
Ensure the confidentiality of customer non‑public personal information and secure information systems to comply with bank regulations.
Essential Functions And Performance Areas
Develop new customer relationships and retain and expand existing relationships by proactively identifying customer opportunities using cross‑selling fundamentals to achieve personal and branch goals.
Participate in a welcoming lobby experience, directing customers to appropriate team members based on identified needs and encouraging utilization of products 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 and proactively contact customers to ensure customer satisfaction.
Proactively educate customers on utilizing available access channels.
Actively participate in business development opportunities such as 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 while delivering friendly customer service and ensuring the highest level of customer satisfaction.
Maintain thorough knowledge of bank policy and procedures required, including processing retail and commercial transactions, ATM/ITM settlement, night depository, vault cash, safe deposit, opening/closing procedures, ordering cash, and preparation of cash for shipment and receipt of cash shipment.
Maintain thorough knowledge of bank regulatory requirements including but not limited to 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 or external customers.
Adhere to Southern Bank Telephone Standards, supporting a favorable environment for open communication and addressing concerns or problems openly.
Maintain attendance and 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.
Qualifications Knowledge, Skills, and Abilities
Demonstrated positive and helpful attitude toward both internal and external customers.
Good interpersonal communication skills, including the ability to use effective communication skills, understand procedures, and speak clearly 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: Build relationships based on trust and mutual respect, maintain an inclusive and honest environment, and uphold integrity and transparency in all interactions.
Rooted & Service: Commit to serving customers, communities, and teams with purpose, professionalism, and respect, while effectively communicating and actively listening to meet their needs.
Innovation & Strength: Foster collaboration and continuous improvement, encourage visionary thinking, and strive for excellence to drive the organization forward.
Building Customer Loyalty: Effectively meet customer needs; build productive customer relationships; take responsibility for customer satisfaction and loyalty.
Applied Learning: Assimilate and apply new job‑related information in a timely manner.
Quality Orientation: Accomplish tasks by considering all areas involved, no matter how small; show concern for all aspects of the job; accurately check processes and tasks; be watchful over a period of time.
Seniority Level
Entry level
Employment Type
Full‑time
Job Function
Finance and Sales
Industries
Banking
Referrals increase your chances of interviewing at Southern Bank by 2x
#J-18808-Ljbffr
Personal Banker
role at
Southern Bank .
Primary Purpose of Job This position is the focal point in the branch for sales, service, and referral opportunities in support of the overall branch goals, striving to build lifelong relationships with our customers. The role involves servicing existing customers and assisting customers with transactions. As part of a team, Personal Bankers play a vital role in maintaining the highest ethical standards and the values trusted by our customers and communities.
Expectations of All Southern Bank Team Members
Southern Bank team members are part of a family rooted in the communities we serve, working together to be the best in our industry by utilizing innovative ideas and strong products. The Southern Bank Patch illustrates these ideals.
Ensure the confidentiality of customer non‑public personal information and secure information systems to comply with bank regulations.
Essential Functions And Performance Areas
Develop new customer relationships and retain and expand existing relationships by proactively identifying customer opportunities using cross‑selling fundamentals to achieve personal and branch goals.
Participate in a welcoming lobby experience, directing customers to appropriate team members based on identified needs and encouraging utilization of products 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 and proactively contact customers to ensure customer satisfaction.
Proactively educate customers on utilizing available access channels.
Actively participate in business development opportunities such as 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 while delivering friendly customer service and ensuring the highest level of customer satisfaction.
Maintain thorough knowledge of bank policy and procedures required, including processing retail and commercial transactions, ATM/ITM settlement, night depository, vault cash, safe deposit, opening/closing procedures, ordering cash, and preparation of cash for shipment and receipt of cash shipment.
Maintain thorough knowledge of bank regulatory requirements including but not limited to 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 or external customers.
Adhere to Southern Bank Telephone Standards, supporting a favorable environment for open communication and addressing concerns or problems openly.
Maintain attendance and 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.
Qualifications Knowledge, Skills, and Abilities
Demonstrated positive and helpful attitude toward both internal and external customers.
Good interpersonal communication skills, including the ability to use effective communication skills, understand procedures, and speak clearly 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: Build relationships based on trust and mutual respect, maintain an inclusive and honest environment, and uphold integrity and transparency in all interactions.
Rooted & Service: Commit to serving customers, communities, and teams with purpose, professionalism, and respect, while effectively communicating and actively listening to meet their needs.
Innovation & Strength: Foster collaboration and continuous improvement, encourage visionary thinking, and strive for excellence to drive the organization forward.
Building Customer Loyalty: Effectively meet customer needs; build productive customer relationships; take responsibility for customer satisfaction and loyalty.
Applied Learning: Assimilate and apply new job‑related information in a timely manner.
Quality Orientation: Accomplish tasks by considering all areas involved, no matter how small; show concern for all aspects of the job; accurately check processes and tasks; be watchful over a period of time.
Seniority Level
Entry level
Employment Type
Full‑time
Job Function
Finance and Sales
Industries
Banking
Referrals increase your chances of interviewing at Southern Bank by 2x
#J-18808-Ljbffr