Universal Banker II - Marietta, GA

Southstate Bank•Marietta, GA

18h•Onsite

About The Position

The Universal Banker serves as a full-service, single point of contact in the branch for customers’ financial needs. This role combines Teller and Financial Services Representative (FSR) responsibilities, providing customer service for transactions and account management while attracting, expanding, and retaining customer relationships and contributing to the bank’s financial growth. The position serves customers accurately, efficiently, and confidentially; learns and explains the bank’s products, services, policies, and procedures; identifies customer needs; and makes referrals to expand relationships. It also requires compliance with banking regulations, including Regulation CC and the Bank Secrecy Act, and the ability to discuss and enroll customers in self-service technology. Teller responsibilities include processing transactions for savings, checking, and loan accounts; cashing checks; processing withdrawals; selling certified checks; balancing transactions; and following operational, security, and audit procedures. The banker may also guide and train new tellers, assist customers with safe deposit boxes, service or balance ATMs, and use the branch capture system. FSR responsibilities include opening deposit accounts and handling services such as stop payments, wire transfers, and account maintenance within assigned limits. The banker explains procedures, resolves customer concerns courteously, refers customers with difficult issues to other sources when appropriate, and ensures customer-development records and correspondence are accurate, timely, and properly distributed. Additional duties may include vault or backup vault responsibilities, approving teller transactions within increased limits, signing off on checks, and other assigned duties.

Requirements

At least 18 months of teller or cash-handling experience.
At least six months of customer relationship-building or sales experience.
Demonstrated expertise in Teller II and basic FSR job functions.
High school diploma or equivalent.
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 and stand and/or sit for long periods.
Ability to access and interpret information on computer screens, documents, reports, and cash denominations, and to identify customers.
Complete required training and assigned regulatory compliance training, and acknowledge assigned policies through DocuSign.

Nice To Haves

Previous banking experience.

Responsibilities

Serve customers quickly, accurately, efficiently, and confidentially according to South State Bank service standards.
Understand and explain the bank’s products, services, features, benefits, rules, regulations, and pricing.
Identify customer needs and expectations by listening, and make referrals to expand customer relationships.
Follow banking regulations, including Regulation CC and the Bank Secrecy Act.
Discuss and enroll customers in self-service technology 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.
Follow transaction procedures to minimize errors and maintain proper workflow.
Follow branch security and audit procedures and understand security devices.
Open deposit accounts and handle stop payments, wire transfers, and other account maintenance within assigned limits.
Explain policies and procedures and resolve customer problems and complaints courteously and discreetly.
Direct customers with difficult problems to other sources for assistance when appropriate.
Maintain accurate, timely, and properly distributed records, reports, and correspondence related to customer-development attempts.
Present a neat and professional appearance and show appreciation for customers’ time and business.
Perform additional duties that may include vault or backup vault responsibilities, guiding and training new tellers, ATM servicing or balancing, safe deposit box access, and other assigned duties.
Travel to meetings or training as needed.