Relationship Banker - Retail Banking
Coastal States Bank, Bluffton, SC, United States
Relationship Banker - Retail Banking
The Relationship Banker I is responsible for delivering exceptional client experience while supporting the operational soundness of the branch. This role combines frontline client service with strict adherence to bank security, compliance, and operational standards. Often, the Relationship Banker I serves as the first point of contact for clients, ensuring every interaction reflects Coastal States Bank's core values: Character, Commitment, Service, Trust, and Community. Position focus areas include: Client Experience & Service Excellence Teller & Transaction Processing Security, Compliance & Operational Excellence Team & Community Engagement Critical success factors: Client Focus: Provides exceptional, proactive service to every client. Operational Accuracy: Consistently maintains proficiency standards for balancing, reporting, and compliance. Teamwork: Actively contributes to branch success and peer support. Adaptability: Manages multiple priorities with professionalism and efficiency. Values-Driven: Demonstrates CSB's Core Values of Character, Commitment, Service, Trust, and Community daily. Preferred education/experience/software: High school diploma or equivalent; some college preferred. Knowledge of basic math. Retail banking or cash handling experience is preferred but not required. Strong interpersonal and communication skills are preferred, along with the ability to build trust and serve clients with professionalism. Detail oriented with strong organizational and critical thinking skills. Comfort with digital banking tools and ability to educate clients on their use. Knowledge of a wide range of Microsoft Office software applications is preferred. Training: Responsible for the timely completion of all required compliance training such as BSA, Information Security, and other job specific training as assigned. BSA Compliance: Complies as required with relevant Bank policies and procedures related to BSA, including capture of required CTR data, capture of data for Monetary Instrument Log, and review of parties against the OFAC list. Promptly informs manager and/or compliance staff of potential suspicious activities. Additional requirements: The responsibility to acquire and maintain the required knowledge of State and Federal Banking regulations and policies. Proficient in operating computers and calculators with accuracy and efficiency. Must have excellent customer relation skills. Work environment/physical demands: Professional regulated office environment with adherence to compliance, security, and operational standards. While performing the duties of this position, the team member is regularly required to operate standard office equipment. The team member is frequently required to communicate and perceive. The position is primarily stationary and not substantially exposed to adverse environmental conditions and requires sedentary work such as exerting up to ten pounds of force 5% of the time and a negligible amount of force approximately 95% of the time.
The Relationship Banker I is responsible for delivering exceptional client experience while supporting the operational soundness of the branch. This role combines frontline client service with strict adherence to bank security, compliance, and operational standards. Often, the Relationship Banker I serves as the first point of contact for clients, ensuring every interaction reflects Coastal States Bank's core values: Character, Commitment, Service, Trust, and Community. Position focus areas include: Client Experience & Service Excellence Teller & Transaction Processing Security, Compliance & Operational Excellence Team & Community Engagement Critical success factors: Client Focus: Provides exceptional, proactive service to every client. Operational Accuracy: Consistently maintains proficiency standards for balancing, reporting, and compliance. Teamwork: Actively contributes to branch success and peer support. Adaptability: Manages multiple priorities with professionalism and efficiency. Values-Driven: Demonstrates CSB's Core Values of Character, Commitment, Service, Trust, and Community daily. Preferred education/experience/software: High school diploma or equivalent; some college preferred. Knowledge of basic math. Retail banking or cash handling experience is preferred but not required. Strong interpersonal and communication skills are preferred, along with the ability to build trust and serve clients with professionalism. Detail oriented with strong organizational and critical thinking skills. Comfort with digital banking tools and ability to educate clients on their use. Knowledge of a wide range of Microsoft Office software applications is preferred. Training: Responsible for the timely completion of all required compliance training such as BSA, Information Security, and other job specific training as assigned. BSA Compliance: Complies as required with relevant Bank policies and procedures related to BSA, including capture of required CTR data, capture of data for Monetary Instrument Log, and review of parties against the OFAC list. Promptly informs manager and/or compliance staff of potential suspicious activities. Additional requirements: The responsibility to acquire and maintain the required knowledge of State and Federal Banking regulations and policies. Proficient in operating computers and calculators with accuracy and efficiency. Must have excellent customer relation skills. Work environment/physical demands: Professional regulated office environment with adherence to compliance, security, and operational standards. While performing the duties of this position, the team member is regularly required to operate standard office equipment. The team member is frequently required to communicate and perceive. The position is primarily stationary and not substantially exposed to adverse environmental conditions and requires sedentary work such as exerting up to ten pounds of force 5% of the time and a negligible amount of force approximately 95% of the time.