Client Support Lead, Banking
On-siteCharlotte, North Carolina, United States
Job Summary
Lead, manage, and develop Client Support and Client Experience specialist teams within the Central Alabama Lobby market. Ensure associates are staffed, trained, and working efficiently to deliver exceptional client service while coordinating vendors, technology, and facility issues. Handle daily client interactions via phone, letters, and email, and provide sales, processing, and administrative support to Client Advisors. Process deposits, withdrawals, and banking transactions, verify cash endorsements, examine checks, and manage hold notices per regulatory requirements. Review monthly audits, maintain teller over/short reports, and refer unresolved client issues to the proper departments. Maintain compliance with bank policies and procedures while fostering strong client relationships.
Required Qualifications
- High school diploma or general education degree
- Five (5) years or more of related experience and/or training
- Previous leadership experience highly preferred
- Problem solving skills and attention to detail
- Experience with various systems, such as Horizon or other core banking system, required
- Proficiency in Microsoft Office Suite required
- Proven ability to adapt to new technology and/or systems timely and efficiently
- Excellent verbal and written communication skills
Desired Qualifications
- Previous leadership experience highly preferred
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