Floating Universal Banker - Longmont Fox Creek, CO

Southstate Bank•Longmont, CO

13d•Onsite

About The Position

The Universal Banker serves as a full-service, single point of contact for SouthState customers’ financial needs. The position combines Teller and Financial Services Representative (FSR) responsibilities, providing customer service for transactions and account management while helping attract, expand, and retain customer relationships and contribute to the bank’s financial growth. This floating role works across offices in an area to accommodate staffing needs. The banker serves customers promptly, accurately, efficiently, and confidentially; learns and explains the bank’s products and services; identifies customer needs; makes referrals; and helps customers understand and enroll in self-service technology. The role requires compliance with banking regulations, including Regulation CC and the Bank Secrecy Act, and adherence to branch security, audit, and operating procedures. Teller duties include processing savings, checking, and loan transactions; cashing checks; processing savings withdrawals; selling certified checks; balancing transactions; and potentially servicing or balancing ATMs, using branch capture systems, assisting with safe deposit box access, or guiding new tellers. FSR duties include opening deposit accounts and handling services such as stop payments, wire transfers, and account maintenance within assigned limits. The banker also resolves customer concerns courteously, refers complex issues as appropriate, and maintains accurate and timely customer-development records. The position is based at 1650 Pace St., Longmont, Colorado 80504. The work is generally in an open lobby area at an individual workstation inside a heated and cooled facility. Travel may be required for meetings or training. The role may include vault or backup vault responsibilities and other assigned duties.

Requirements

High school diploma or equivalent.
One year of teller or cash-handling experience.
Six months of customer relationship-building or sales experience.
Demonstrated expertise in Teller II and basic FSR job functions.
Experience in cash handling, sales, and customer service.
Good interpersonal and computer skills.
Ability to read, write, speak, and understand English.
Ability to lift up to 50 pounds and stand and/or sit for long periods.
Ability to access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers.

Nice To Haves

Previous banking experience.

Responsibilities

Serve customers quickly, accurately, efficiently, and confidentially according to South State Bank Service Standards.
Learn and explain the bank’s products, services, features, benefits, rules, regulations, and pricing.
Identify customer needs, expand customer relationships, and make referrals in line with position goals.
Help customers understand and enroll in self-service technology.
Follow banking regulations, including Regulation CC and the Bank Secrecy Act, and comply with branch security, audit, and operating procedures.
Process savings, checking, and loan transactions; cash checks; process savings withdrawals; sell certified checks; and balance transactions daily.
Maintain an orderly work area and, as needed, assist with training tellers, safe deposit box access, ATM servicing or balancing, and branch capture.
Open deposit accounts and handle stop payments, wire transfers, and other account maintenance within assigned limits.
Explain bank policies and procedures, resolve customer problems courteously, and direct customers with difficult issues to appropriate sources.
Maintain accurate, timely, and properly distributed branch records, reports, and customer-development correspondence.
Float to different offices in the area to accommodate staffing needs.
Perform vault or backup vault responsibilities and other duties as assigned.