The South Financial Group conducts banking operations as Carolina First Bank with over 100 banking offices in NC and SC, as Mercantile Bank with over 65 banking offices in Florida, and as Bank CaroLine (Internet only). Founded in 1986, The South Financial Group uses a super-community bank strategy, serving the needs of small business, middle market companies, and retail consumers by offering a full range of financial services, including deposits and loans; treasury management and merchant processing; full service brokerage and investments; business and personal insurance; trust and investment management; and wealth management and private banking....and an exceptional level of personalized service.

The South Financial Group focuses on fast-growing banking markets in the Southeast and operates Carolina First Bank, which conducts operations as: Carolina First Bank (NC and SC), and Mercantile Bank (FL).

Founded in 1986, The South Financial Group uses a super-community bank strategy, serving the needs of small business, middle market companies, and retail consumers by offering a full range of financial services, including deposits and loans, treasury management and merchant processing; commercial insurance; full service brokerage and investments; life insurance; trust and investment management; and wealth management and private banking. As a super-community bank, we offer customers personalized service and local decision-making, backed by products and services usually found only at larger banks.

Money Manager I Job Summary
This is an excellent opportunity for a professional and proactive salesperson dedicated to providing superior customer service. Maintains current client relationships, ensures banking needs are consistently being met, provides exemplary customer service to clients and prospects and adhers to company policies and procedures in an accurate manner preventing operating losses for the bank. Serves as back up teller.

1. Develops relationships through prospecting and cross-selling
2. Completes required number of financial analysis on clients and prospects on a consistent basis to assess current and future needs.
3. Achieves branch product sales goals by selling and cross-selling suitable bank products and services in person and/or on the telephone.
4. Achieves Line of Business Referral goals by referring clients and prospects to credit department, Trust, Mortgage, CF Securities, Cash Management, Merchant Services, etc.
5. Establishes client information files and opens personal and business accounts including checking, savings, IRA and certificates of deposit, prepares all related legal documentation and enters information on the system forwarding the completed legal documentation for Imaging.
6. Maintains tickler file for follow up calls and initiates consulting calls to clients as needed.
7. Uses tag-ons to inform clients of products and services.
8. Knows and completes all transactions in accordance with bank policies, procedures and security measures to protect clients and avoid losses to the bank.
9. Demonstrates exemplary service and professionalism to clients and prospects by standing and greeting them by name, shaking their hand, and maintaining good eye contact.
10. Assists clients with account maintenance issues, name/address changes, reconciliation and research requests.
11. Researches and resolves account problems and complaints.
12. Performs and assists with other branch related duties as needed including but not limited to: answering phone, dual control, opening vault, answering customer/prospect questions and directing them to appropriate staff, accepting loan applications, running credit checks, opening night deposit, maintaining night depository records, branch self audit and supply ordering.

Money Manager I Qualifications
1. High school diploma or equivalent. Additional banking or general business courses are helpful, e.g. American Institute of Banking.
2. Experience in banking is helpful.
3. Knowledge of bank products and services as well as money manager policies and procedures is helpful.
4. Proactive sales skills and experience is very helpful.
5. Familiarity with personal computers and proficiency with Microsoft Word, Outlook, and Excel.
6. Strong written and verbal communication skills as well as professional image.
7. Available to work banking hours Monday-Friday and on a rotating Saturday schedule in various branches.

Money Manager I Primary Measurements

Branch retail sales products per day/month

Line of business referrals

Number of completed financial analysis

Number of completed consult calls

Sales process championing/participation

Documented Policy Violation

Operating losses

Benefits

Health/Dental/Vision Insurance

Paid vacation and holidays

Competitive Compensation and Incentives

401K

Tuition Reimbursement

Must be able to successfully pass a job specific assessment, credit check, criminal background check, drug screening, and reference check.

Keywords: sales, customer service, banking, financial products, customer relations