Universal Banker I - San Antonio, Texas

Southstate Bank MortgageSan Antonio, TX
219d

About The Position

As a leading bank, SouthState has been providing financial solutions to individuals, families, and businesses for more than 100 years. SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members share core values that make SouthState a great place to bank, and a great place to work. 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.

Requirements

  • One year of teller or cash handling experience and six months customer relationship building or sales experience.
  • Demonstrated expertise in the Teller II and basic FSR job functions.
  • High School diploma or equivalent.
  • Cash handling, sales, customer service experience.
  • 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 understand the products and services offered by the Bank.
  • Able to identify customer needs and expectations by listening for clues.
  • Presents a neat and professional personal appearance, in accordance with bank policy.
  • Knows and ensures compliance to all banking regulations to include Regulation CC and Bank Secrecy Act.
  • Develop a strong understanding of customer facing technology with the ability to discuss with 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.
  • Cashes checks and processes savings withdrawals within assigned limits and in accordance with prescribed procedures.
  • Sells certified checks.
  • Balances transactions daily.
  • Opens new deposit accounts and understands the products and financial services offered by the bank.
  • Explains policies and procedures as necessary.
  • Resolves customer problems and complaints with courtesy and discretion.
  • 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 are properly distributed.
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