Floating Universal Banker - Longmont Fox Creek, CO
About The Position
The Universal Banker serves as a full-service, single point of contact in a SouthState branch for customers’ financial needs. The role combines Teller and Financial Services Representative (FSR) duties, delivering customer service for transactions and account management while attracting, expanding, and retaining customer relationships and contributing to the bank’s financial growth. This floating position supports staffing needs by working at different offices in an area. Additional responsibilities may include vault or backup vault duties, as well as other duties as assigned. The banker serves customers quickly, accurately, efficiently, and confidentially; understands the bank’s products and services, applicable regulations, and customer-facing technologies; and identifies customer needs and opportunities for referrals. Teller work includes processing transactions, balancing daily transactions, cashing checks, processing withdrawals, selling certified checks, and following operational, security, and audit procedures. FSR work includes opening deposit accounts, handling services such as stop payments and wire transfers, maintaining accounts within assigned limits, explaining policies, resolving customer concerns, and ensuring customer-development records and correspondence are accurate and properly distributed. The position requires a high school diploma or equivalent, one year of teller or cash-handling experience, and six months of customer relationship-building or sales experience. Demonstrated expertise in Teller II and basic FSR functions is required. Cash handling, sales, and customer service experience are needed; previous banking experience is preferred. The role requires good interpersonal and computer skills and the ability to read, write, speak, and understand English. Training includes new team member orientation, Teller Foundations, Banker Foundations, assigned regulatory compliance training, and policy acknowledgements; additional training may be required depending on experience. The role is based at 1650 Pace St., Longmont, Colorado, in an open lobby area with an individual workstation inside a climate-controlled facility. Travel may be required for meetings or training. Physical demands include lifting up to 50 pounds, standing and/or sitting for extended periods, accessing and interpreting information on screens and documents, reading cash denominations, and identifying customers. The anticipated Colorado pay range is $38,518.00–$57,778.00, with actual offers based on skills, experience, and education. The anticipated posting deadline is November 22, 2026.
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.
- Cash-handling, sales, and customer-service experience.
- Good interpersonal skills 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 and documents, read 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.
- Understand the bank’s products and services, including their features, benefits, rules, regulations, and pricing.
- Identify customer needs and seek opportunities to expand relationships through referrals.
- Maintain a neat and professional appearance in accordance with bank policy.
- Comply with banking regulations, including Regulation CC and the Bank Secrecy Act.
- Understand customer-facing technology and discuss and enroll customers in self-service options.
- Process transactions for savings, checking, and loan accounts.
- Maintain an orderly work area and, when needed, guide and train new tellers.
- Provide access to safe deposit boxes when authorized.
- Cash checks and process savings withdrawals within assigned limits and procedures.
- Sell certified checks, balance transactions daily, and, as applicable, service or balance ATMs and use the branch capture system.
- Follow transaction, workflow, security, and audit procedures and understand security devices.
- Open new deposit accounts and handle stop payments, wire transfers, and other account maintenance within assigned limits.
- Explain bank policies and procedures to customers.
- Resolve customer problems and complaints courteously and discreetly, referring customers with difficult problems to other assistance as appropriate.
- Show appreciation for customers’ time and business and provide a business card if one has not already been given.
- Ensure branch records, reports, and correspondence resulting from customer-development efforts are correct, timely, and properly distributed.
- Float to different offices in an area to accommodate staffing needs.
- Perform vault or backup vault responsibilities when assigned and other duties as assigned.
- Travel to meetings or training as needed.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
