Universal Banker Il - Lewisville, Texas

SouthState Bank•Lewisville, TX

1d•Onsite

About The Position

The Universal Banker serves as a full-service, single point of contact for customers’ financial needs at a SouthState branch. The role combines Teller and Financial Services Representative (FSR) responsibilities, providing transactional services and account management while delivering exceptional customer service. The banker identifies customer needs, builds and retains relationships, makes appropriate referrals, and contributes to the bank’s financial growth. The position handles teller transactions and account services, including opening deposit accounts and assisting with services such as stop payments and wire transfers. It also involves following bank security, audit, regulatory, and operational procedures; explaining products and policies; resolving customer concerns; supporting customer use of self-service technology; and maintaining accurate branch records. Additional duties may include vault responsibilities, approving teller transactions within increased limits, and training new tellers.

Requirements

High school diploma or equivalent.
Eighteen months 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 and 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.

Responsibilities

Serve customers quickly, accurately, efficiently, and confidentially in accordance with SouthState service standards.
Understand bank products and services, including their features, benefits, rules, regulations, and pricing.
Identify customer needs and expectations, build customer relationships, and make referrals toward position goals.
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 an orderly work area and, as needed, guide and train new tellers.
As applicable, allow customers access to safe deposit boxes, cash checks, process savings withdrawals within assigned limits, sell certified checks, balance transactions daily, service or balance ATMs, and use the branch capture system.
Follow transaction policies and procedures to minimize errors and maintain workflow, and follow branch security and audit procedures.
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 when appropriate.
Ensure records, reports, and correspondence from customer-development efforts are accurate, timely, and properly distributed.
Perform possible vault or backup vault responsibilities and approve teller transactions or sign off on checks within increased approval limits.
Perform other duties as assigned.
Complete required orientation, teller and banker foundations, regulatory compliance training, and assigned policy acknowledgements.