Southern First Bank · 19 hours ago
Client Experience Officer Atlanta
Atlanta, Georgia, United States
Full-time
Onsite
Senior Level
5+ years expSouthern First Bank is a locally owned bank committed to making a difference in the communities it serves. The Client Experience Officer is responsible for expanding and developing new client relationships while providing quality client service and cross-selling bank products and services.
BankingFinanceFinancial Services
Responsibilities
Work closely with the Relationship Team to handle any client retail deposit needs
Work closely with Team Leader on outside business development calls
Grow the deposit base by expanding existing relationships and winning new clients
Cross-sell the bank’s services and products by developing and maintaining a strong working knowledge of all relevant Bank products and services to include cash management, remote deposit, ACH and wires and lockbox services
Adhere to high ethical standards and comply with all policies/procedures/regulations/applicable laws
Research and answer client inquiries; discuss products and rates
Research and verify account information and resolve problems for clients, as necessary
Safe deposit box services
Required to support the office with Client Services Support functions like account opening, responding to clients and providing leadership to the team
Complete other duties as assigned
May be required to represent the Bank in the local business community
May have lending authority
Authority figure and liaison between the office and upper management for Bank locations with no executive management present
Qualification
Required
Five years banking experience, preferably in Client Services or related area
Must have skill sets for identifying client needs and determine suitable Bank products, organizational skills, and computer skills
Basic management skills and ability to write and conduct an objective employee performance review
Exceptional interpersonal communication skills to represent the Bank in a positive way in dealing with clients and other team members
Working knowledge of Microsoft Word and Excel
Extensive knowledge of retail banking rules, regulations, policies, and procedures
The ability to adjust to rapid change and willingness to be a team player
Maintain regular, consistent, and professional attendance, punctuality, and personal appearance
Successful completion of compliance training deemed necessary by the Bank
Preferred
High school diploma or equivalent preferred
Company
Southern First Bank
Southern First Bank is a bank that offers business and personal account services.
201-500 employees
Funding
Current Stage
Public CompanyTotal Funding
$30.18M2019-10-08Post Ipo Debt· $24M
2014-01-28Post Ipo Equity· $6.17M
1999-10-29IPO
Leadership Team
A
Art Seaver
CEO
Dave Favela
Chief Innovation Officer
Recent News
2026-01-22
2025-10-28
SC Biz News
2025-09-25
Company data provided by crunchbase