Floating Universal Banker

About the role

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 Financial Service Representative (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.

Responsibilities

• Serves customers quickly, accurately, efficiently, and confidentially according to SouthState Bank Service Standards.
• Knows and understands the products and services offered by the Bank, including facts, features, benefits, rules, regulations, and pricing.
• Identifies customer needs and expectations by listening for clues; expands customer relationships by making referrals.
• Presents a neat and professional personal appearance in accordance with bank policy.
• Ensures compliance with all banking regulations, including Regulation CC and the Bank Secrecy Act.
• Develops a strong understanding of customer-facing technology to discuss and enroll customers in self-service options.

Teller Duties

• Processes transactions for savings, checking, and loan accounts.
• Maintains a neat and orderly work area.
• Assists in guiding and training new tellers.
• Allows 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.
• Services/balances ATMs.
• Utilizes the branch capture system.
• Follows policies and procedures to minimize operational errors and maintain workflow.
• Follows the branch’s security and audit procedures, including understanding the function and operation of security devices.

Financial Service Representative (FSR) Duties

• Opens new deposit accounts and handles services such as stop payments, wire transfers, and other maintenance functions within assigned limits.
• Explains policies and procedures to customers.
• Resolves customer problems and complaints with courtesy and discretion.
• Directs customers with difficult problems to other sources for assistance.
• Promotes additional services by addressing customer problems and complaints as opportunities.
• Shows appreciation for each customer’s time and business.
• Assures branch records, reports, and correspondence are correct, timely, and properly distributed.

Floating Universal Banker Functions

• Floats to different offices in an area to accommodate staffing needs.
• May assume Vault Responsibilities or Back-Up Vault Responsibilities.
• Performs other duties as assigned.

Requirements

• 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.
• High School diploma or equivalent.
• Cash handling, sales, and customer service experience; previous banking experience preferred.
• Good interpersonal and computer skills.
• Ability to read, write, speak, and understand English.

Training

• The SouthState Way
• New Team Member Orientation
• Teller Foundations
• Banker Foundations
• All assigned Regulatory Compliance Training
• Acknowledgement 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.
• Must be able to identify customers.

Work Environment

This position is typically located in an open lobby area with an individual workstation inside a cooled and heated facility. Travel may be required for meetings or training as needed.

Work Location: 200 East Broad Street, Suite 100, Greenville, South Carolina 29601