Floating Universal Banker - Palm City, FL

South State BankPalm City, FL
Onsite

About The Position

The Universal Banker serves as a full service, single point of contact in the branch for SouthState customers’ financial needs. The position operates in the dual capacity of a Teller and FSR providing exceptional customer service in both transactional and account management. The Universal Banker seeks to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the bank. This role requires floating to different offices in an area to accommodate staffing needs. Additional responsibilities may include Vault or Back-Up Vault Responsibilities.

Requirements

  • One year of teller or cash handling experience.
  • Six months customer relationship building or sales experience.
  • Demonstrated expertise in the Teller II and basic FSR job functions.
  • High School diploma or equivalent.
  • Good interpersonal skills.
  • Good computer skills.
  • Ability to read, write, speak, and understand English.

Nice To Haves

  • Previous banking experience preferred.

Responsibilities

  • Serves customers quickly, accurately, efficiently, and confidentially according to the South State Bank Service Standards.
  • Knows and understands the products and services offered by the Bank, including facts, features, benefits, advantages, rules, regulations, and price structure.
  • Identifies customer needs and expectations by listening for clues and seeks opportunities to expand customer relationships by making referrals.
  • Presents a neat and professional personal appearance.
  • Ensures compliance with all banking regulations, including Regulation CC and Bank Secrecy Act.
  • Develops a strong understanding of customer-facing technology and can discuss and enroll customers in self-service options.
  • Processes transactions for savings, checking, and loan accounts.
  • Maintains a neat and orderly work area.
  • May assist in guiding and training new tellers.
  • May allow customers access to safe deposit boxes.
  • Cashes checks and processes savings withdrawals within assigned limits and in accordance with prescribed procedures.
  • Sells certified checks.
  • Balances transactions daily.
  • May service/balance ATM.
  • May utilize the branch capture system.
  • Follows policies and procedures in completing transactions, minimizing operational errors, and maintaining a proper workflow.
  • Follows branch security and audit procedures and understands the function and operation of security devices.
  • Opens new deposit accounts and understands the products and financial services offered by the bank, handling services such as stop payments, wire transfers, and other maintenance functions within assigned limits.
  • Explains policies and procedures as necessary.
  • Resolves customer problems and complaints with courtesy and discretion, and directs customers with difficult problems to other sources for assistance.
  • Shows sincere appreciation for each customer’s time and business.
  • Assures that branch records, reports, and other correspondence resulting from customer development attempts are correct, timely, and properly distributed.
  • Floats to different offices in an area to accommodate staffing needs.
  • Performs other duties as assigned.

Benefits

  • SouthState Way New Team Member Orientation
  • Teller Foundations
  • Banker Foundations
  • All assigned Regulatory Compliance Training
  • Acknowledgement of all policies through DocuSign as assigned
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