Virtual Assistant Excel Jobs in Greer, SC (NOW HIRING)

At Southern First, we believe banking is about people, and we’re making a difference one client and one banker at a time. Rooted in service and family, our core values make up the foundation of our company and the way we do business. Those values include caring, serving, and loving others. Every day, our team proudly carries out our mission of impacting lives in the communities we serve.

Headquartered in beautiful Greenville, SC, Southern First is locally owned and growing Southeastern markets in three states. Our relationship-first approach to banking is backed by our commitment to investing in easy-to-use technology, giving our clients all of the tools they need to easily manage their finances whenever, wherever.

If you are passionate about impacting lives in our community and building long-lasting client relationships, we’d love for you to join our team. We care. We serve. We love.

POSITION SUMMARY

Responsible for expanding and supporting client relationships via telephone and electronic communication methods.  Offers appropriate bank products and services and provides quality client service.

ESSENTIAL RESPONSIBILITIES                                                    

• Assist clients at the point of contact through telephone, email, video conference, live chat communication and quickly adopt to emerging solutions.
• Support client needs involving daily maintenance functions such as electronic Banking, BillPay, Mobile Banking, Money Movement, Payment requests as well as Debit Card related issues.
• Research and answer client inquiries and resolve problems for clients as necessary.
• Offer appropriate products and services of the bank by identifying existing Client’s needs and making recommendations.
• Develop and maintain a strong working knowledge of all relevant Bank products and services.
• Adhere to high ethical standards and comply with all policies/procedures/regulations/applicable laws.
• Complete other duties as assigned.

Virtual Experience Banker I

• Proficiency in use of computers, and basic office equipment such as copiers, printers, fax machine, telephones, etc.
• Interpersonal communication skills to represent the Bank in a positive way in dealing with clients and other team members.
• Proficiency in Microsoft Outlook, Word and Excel.
• Ability to maintain confidentiality and exhibit a high degree of integrity.
• Extensive knowledge of retail banking rules, regulations, policies and procedures.
• Maintain regular, consistent, and professional attendance, punctuality and professional appearance.
• Successful completion of compliance training deemed necessary by the Bank.
• Support clients with consumer online banking, debit card inquiries, password resets, and general account maintenance.

Virtual Experience Banker II

Additional Requirements:

• Support clients with consumer and business online banking, debit card, ACH, wires, password reset, and disputes.
• Manage end to end dispute process.
• Support client money movement activities which include Consumer and Business ACH and wires.
• Develop and maintain a strong working knowledge of all relevant Bank products and services.

Virtual Experience Banker III

Additional Requirements:

• Rotate to retail office locations as needed to support clients in person.
• New account opening for existing clients.
• Support Client Experience Officers by assisting in daily maintenance of existing relationships to include support for Electronic Funds Transfers and account openings.
• Work closely with Client Experience Officer/Client Experience Relationship Team to handle any client retail deposit needs in the absence of the Client Experience Officer.
• Educate clients on bank services, products, and digital capabilities by developing and maintaining a strong working knowledge of all relevant Bank products and services.
• Extensive knowledge of retail banking rules, regulations, policies, and procedures.

Preferred

• High school diploma or equivalent.
• Five years of banking experience, preferably in Client Services, Consumer and Business Client Support with Telephone Banking or Call Center experience.
• Experience with Bank systems and software such as: Horizon XE

 BEHAVIORAL COMPETENCIES

Cooperative

Supportive

Responsive

Abides by rules and structure

Willing and Helpful

Quick to respond to others

 WORK CONDITIONS

• This position must be able to sit for long periods of time as the position involves large amount of time spent at desk and computer.  
• Standard office environment with climate control, and sufficient lighting.

PHYSICAL REQUIREMENTS: 

• Ability to sit for up to eight hours
• Ability to hear or see telephone ringing and respond to telephone calls
• Ability to perform work on computer using Bank Systems and software

 This description is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent an expressed or implied contract of employment nor does it alter your at-will employment, and the Company reserves the right to change this job description and/or assign tasks for the employee to perform, as the Company may deem appropriate.