Floating Universal Banker - Longmont Fox Creek, CO

South State Bank•Longmont, CO

7d•$38,518 - $57,778•Onsite

About The Position

The Universal Banker serves as a full-service, single point of contact for SouthState customers’ financial needs, operating in both teller and financial services representative (FSR) capacities. The role provides customer service for transactions and account management, builds and retains customer relationships, and contributes to the bank’s financial growth. The Floating Universal Banker travels between area offices to accommodate staffing needs and may take on vault or backup vault responsibilities. The position requires serving customers accurately, efficiently, and confidentially; understanding and explaining the bank’s products, services, policies, and procedures; identifying customer needs and making referrals; and complying with banking regulations, including Regulation CC and the Bank Secrecy Act. Teller responsibilities include processing account transactions, cashing checks, selling certified checks, balancing transactions, and following security, audit, and operational procedures. FSR responsibilities include opening deposit accounts, handling services such as stop payments and wire transfers, resolving customer concerns, and maintaining accurate customer-development records. The role 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. Previous banking experience is preferred. The position is based in an open lobby area with an individual workstation in a climate-controlled facility. Travel may be required for meetings or training. Colorado pay is anticipated to be $38,518 to $57,778, with offers determined by skills, experience, and education.

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 skills and computer skills.
Ability to read, write, speak, and understand English.
Ability to lift up to 50 pounds and to 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 is preferred.

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 customer 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 savings, checking, and loan account transactions.
Maintain a neat and orderly work area.
May guide and train new tellers.
May allow customers access to safe deposit boxes.
Cash checks and process savings withdrawals within assigned limits and procedures.
Sell certified checks and balance transactions daily.
May service or balance ATMs and may use the branch capture system.
Follow transaction, operational, workflow, security, and audit procedures and understand security devices.
Open deposit accounts and handle services such as stop payments, wire transfers, and other maintenance functions within assigned limits.
Explain bank policies and procedures to customers.
Resolve customer problems and complaints courteously and discreetly, and direct 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 records, reports, and correspondence resulting from customer-development efforts are accurate, timely, and properly distributed.
Float to different offices in the area to accommodate staffing needs.
May perform vault or backup vault responsibilities.
Perform other duties as assigned.
Attend meetings or training as needed.