Universal Banker I - Cleveland, GA

Southstate Bank•Cleveland, OH

11d•Onsite

About The Position

The Universal Banker serves as a full-service, single point of contact in the branch for customers’ financial needs. The position combines Teller and Financial Services Representative (FSR) responsibilities, providing customer service for both transactions and account management. The Universal Banker works to attract, expand, and retain customer relationships and contribute to the bank’s financial growth. The position is located at 575 South Main Street, Cleveland, Georgia 30528, and is most likely based in an open lobby area with an individual workstation inside a climate-controlled facility. Travel may be required for meetings or training.

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 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 expectations by listening, and seek opportunities to expand customer relationships through referrals.
Maintain a neat and professional appearance in accordance with bank policy.
Know and comply with banking regulations, including Regulation CC and the Bank Secrecy Act.
Develop an understanding of 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 balance transactions daily.
Cash checks, process savings withdrawals within assigned limits, and sell certified checks according to procedures.
May guide and train new tellers, allow customers access to safe deposit boxes, service or balance ATMs, and use the branch capture system.
Follow transaction, workflow, security, and audit procedures, and understand the operation of security devices.
Open new deposit accounts and handle services such as stop payments, wire transfers, and other maintenance functions within assigned limits.
Explain policies and procedures, resolve customer problems and complaints courteously and discreetly, and direct customers with difficult problems to other sources for assistance.
Use customer problems and complaints as opportunities to satisfy customers and promote additional services.
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 correct, timely, and properly distributed.
May have vault or backup vault responsibilities; perform other duties as assigned.
Attend required training and complete assigned regulatory compliance training and policy acknowledgements.