Universal Banker II - Marietta, GA

SouthState Bank•Marietta, GA
•Onsite

About The Position

The Universal Banker serves as a full-service, single point of contact in the branch for SouthState customers’ financial needs. Working in the dual capacity of Teller and Financial Services Representative (FSR), this role provides customer service for transactions and account management, builds and retains customer relationships, and contributes to the bank’s financial growth. The position handles teller transactions, deposit account openings, customer requests and problem resolution, referrals, and customer education about bank products, services, and self-service technology. It follows applicable banking regulations, security procedures, and audit requirements. Additional responsibilities may include vault or backup vault duties and other duties as assigned. Travel may be required for meetings or training.

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.
  • 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, 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 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 by listening and seek opportunities to expand customer relationships through referrals.
  • Maintain a neat and professional appearance in accordance with bank policy.
  • Follow applicable 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; cash checks; process savings withdrawals within assigned limits; sell certified checks; and balance transactions daily.
  • Maintain an orderly work area and follow transaction policies and procedures to minimize errors and maintain workflow.
  • Follow branch security and audit procedures and understand the operation of security devices.
  • May guide and train new tellers, allow customers access to safe deposit boxes, service or balance ATMs, and use the branch capture system.
  • Open new 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 as needed.
  • Resolve customer problems and complaints courteously and discreetly, and direct customers with difficult problems to other sources for assistance.
  • 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.
  • May perform vault or backup vault responsibilities and approve teller transactions or sign off on checks within increased approval limits.
  • Complete other duties as assigned.
  • Travel to meetings or training as needed.
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