Floating Universal Banker - Argyle, Texas

Summary/Objectives

The Universal Banker serves as a full service, single point of contact in the branch for SouthState customers' financial needs. The position operates in the dual capacity of a Teller and FSR providing exceptional customer service in both transactional and account management. The Universal Banker seeks to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the bank.

About the Role

Serves customers quickly, accurately, efficiently, and confidentially according to the South State Bank Service Standards. Knows and understand the products and services offered by the Bank. These include facts and features, benefits and advantages, rules and regulations, price structure, and a simple definition of each service offered. Identifies customer needs and expectations by listening for clues. Seeks the opportunity to expand customer relationships by making referrals as outlined in the goals for this position. Presents a neat and professional personal appearance, in accordance with bank policy. Knows and ensures compliance to all banking regulations to include Regulation CC and Bank Secrecy Act. Develops a strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service options.

Responsibilities

• Processes transactions for savings, checking, and loan accounts.
• Maintains a neat and orderly work area.
• Affords customers access to safe deposit boxes.
• Cashes checks and processes savings withdrawals within assigned limits and in accordance with prescribed procedures.
• Sells certified checks.
• Balances transactions daily.
• Utilizes the branch capture system.
• Completes transactions, minimizing operational errors, and maintains a proper workflow.
• Fulfills vault responsibilities or back-up vault responsibilities.
• Floated to different offices to accommodate staffing needs.

Requirements

• One year of teller or cash handling experience and six months customer relationship building or sales experience.
• Demonstrated expertise in the Teller II and basic FSR job functions.

Qualifications, Education, And Certification Requirements

• Education: High School diploma or equivalent.
• Experience: Cash handling, sales, customer service. Previous banking experience preferred.
• Specific Knowledge: Good interpersonal skills, good computer skills, ability to read, write, speak, and understand English.
• Training Requirements/Classes: The SouthState Way New Team Member Orientation, Teller Foundations, Banker Foundations, All assigned Regulatory Compliance Training, Acknowledgment of all policies through DocuSign as assigned, Additional training may be required dependent upon experience.

Physical Demands

• Must be able to lift, up to 50 pounds, must be able to stand and/or sit for long periods of time.
• Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers.

Work Environment

• This position is most likely in an open lobby area with an individual workstation.
• The position is located inside a cooled and heated facility with ability to go to a break room or rest room during breaks.

Travel

• Travel may be required to come to meetings or training as needed.

Work Location

100 Old Town S. Blvd. Argyle, Texas 76226

Equal Opportunity Employer

including disabled/veterans.