PT Universal Banker - Trinity, FL

About the role

The Universal Banker serves as a full-service, single point of contact in the branch for SouthState customers’ financial needs. This 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

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

Teller Duties

• Process transactions for savings, checking, and loan accounts.
• Maintain a neat and orderly work area; may assist in guiding and training new tellers.
• Provide customers access to safe deposit boxes as needed.
• Cash checks and process savings withdrawals within assigned limits and in accordance with prescribed procedures.
• Sell certified checks and balance transactions daily.
• Service and balance ATMs; utilize the branch capture system.
• Follow policies and procedures to complete transactions, minimize operational errors, and maintain workflow.
• Adhere to the branch’s security and audit procedures, including understanding the function and operation of security devices.

Financial Service Representative (FSR) Duties

• Open new deposit accounts and handle services such as stop payments, wire transfers, and other maintenance functions within assigned limits.
• Explain policies and procedures to customers, resolving problems and complaints with courtesy and discretion.
• Direct customers with complex issues to appropriate resources for assistance.
• Promote additional services by viewing customer problems as opportunities to expand relationships.
• Demonstrate knowledge of financial services offered by the bank.
• Express sincere appreciation for each customer’s time and business; provide business cards as needed.
• Follow the branch’s security and audit procedures, including understanding the function and operation of security devices.
• Ensure branch records, reports, and correspondence related to customer development are accurate, timely, and properly distributed.

Additional Responsibilities

• Perform vault responsibilities or back-up vault responsibilities as assigned.
• 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 based on experience.

Physical Demands

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

Work Location: 1815 Little Rd, Trinity, Florida 34655