Universal Banker I - Loveland West, CO

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.

Essential Functions

• 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.
• Able to identify customer needs and expectations by listening for clues.
• Sets the opportunity to expand customer relationships by making referrals as outlined in the goals for this position.
• Develops a strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service options.
• Ensures compliance to all banking regulations to include Regulation CC and Bank Secrecy Act.
• Processes transactions for savings, checking, and loan accounts.
• Maintains a neat and orderly work area.
• May assist in guiding and training new tellers.
• Cashes checks and processes savings withdrawals within assigned limits and in accordance with prescribed procedures.
• Sells certified checks.
• Balances transactions daily.
• May service/balance ATM.
• May utilize the branch capture system.
• Follows policies and procedures in completing transactions, minimizing operational errors, and maintaining a proper workflow.
• Follows the branch’s security and audit procedures and understands the function and operation of the security devices.
• Develops a strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service options.
• Assures that branch records, reports and other correspondence resulting from customer development attempts are correct, timely and are properly distributed.

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: Most likely in an open lobby area with an individual workstation. 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.
• Colorado Pay Range: $38,518.00 - $57,778.00, actual offers to be determined based on applicant’s skills, experience and education.
• Equal Opportunity Employer, including disabled/veterans.