Universal Banker I - Greeley West, CO

SouthState Bank•Greeley, CO

13d•$38,518 - $57,778•Onsite

About The Position

The Universal Banker serves as a full-service, single point of contact for customers’ financial needs in a SouthState branch, working in the dual capacity of Teller and Financial Services Representative (FSR). The role provides customer service for transactions and account management, identifies opportunities to expand and retain customer relationships, and contributes to the bank’s financial growth. The position is based in a branch lobby with an individual workstation at 2700 47th Ave., Greeley, Colorado 80634. 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.
Cash-handling, sales, and customer-service experience.
Good interpersonal and computer skills.
Ability to read, write, speak, and understand English.
Ability to lift up to 50 pounds, stand and/or sit for long periods, access and interpret information on computer screens and documents, read reports and cash denominations, and identify customers.

Nice To Haves

Previous banking experience preferred.

Responsibilities

Serve customers quickly, accurately, efficiently, and confidentially according to SouthState service standards.
Understand bank products and services, including their features, benefits, rules, regulations, and pricing.
Identify customer needs and expectations, and make referrals to expand customer relationships.
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 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 use the branch capture system.
Follow transaction, workflow, security, and audit policies and procedures, including proper use of security devices.
Open new deposit accounts and perform services such as stop payments, wire transfers, and account maintenance within assigned limits.
Explain bank policies and procedures to customers as needed.
Resolve customer problems and complaints courteously and discreetly, referring difficult issues to other sources when appropriate and using service interactions to 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 perform vault or backup vault responsibilities.
Complete required orientation, foundational, regulatory compliance, policy acknowledgment, and any additional assigned training.
Perform other duties as assigned.
Travel to meetings or training as needed.