Universal Banker III - Houston Pasadena, Texas

At SouthState, we combine steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s, we’ve become a trusted financial partner across the South and beyond—known for blending personal relationships with forward-thinking solutions. We’re committed to helping team members find success while upholding our core values: building trust, fostering lasting relationships, and pursuing excellence. Individual contributions are recognized, potential is cultivated, and team members are inspired to achieve their greater purpose.

About the role

The Universal Banker serves as a full-service, single point of contact in the branch for SouthState customers’ financial needs. Operating in the dual capacity of a Teller and Financial Service Representative (FSR), this role provides exceptional customer service in both transactional and account-management settings. The Universal Banker seeks to attract, expand, and retain customer relationships while contributing to the financial growth of the bank.

Responsibilities

• Serve customers quickly, accurately, efficiently, and confidentially according to SouthState Service Standards.
• Know and understand the Bank’s products and services, including features, benefits, rules, regulations, and pricing.
• Identify customer needs and expectations by listening for clues; expand relationships by making referrals aligned with role goals.
• Maintain a neat, professional 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.
• Cash checks and process savings withdrawals within assigned limits and prescribed procedures.
• Sell certified checks and balance transactions daily.
• Service and balance ATMs; utilize the branch capture system.
• Follow policies and procedures to minimize operational errors and maintain workflow.
• Adhere to the branch’s security and audit procedures, including 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, keeping in mind their unfamiliarity with banking processes.
• Resolve customer problems and complaints with courtesy and discretion; escalate complex issues as needed.
• View problems and complaints as opportunities to satisfy customers and promote additional services.
• Demonstrate knowledge of financial services offered by the bank.
• Show sincere appreciation for each customer’s time and business; provide business cards as appropriate.
• Follow the branch’s security and audit procedures, including operation of security devices.
• Ensure branch records, reports, and correspondence from customer interactions are accurate, timely, and properly distributed.

Universal Banker Functions

• Eighteen months of teller or cash-handling experience; three years of customer relationship-building or sales experience recommended.
• Demonstrated expertise in Teller II and basic FSR job functions.
• May include vault responsibilities or back-up vault duties.
• Increased approval limits for teller transactions and check sign-offs.
• May have established consumer lending goals.
• Perform other duties as assigned.

Requirements

• 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
• 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.
• Effectively access and interpret information on computer screens, documents, reports, and cash denominations.
• Identify customers in a clear and professional manner.

Work Environment

This position is primarily located in an open lobby area with an individual workstation, inside a climate-controlled facility. Access to break rooms and restrooms is available during breaks. Occasional travel may be required for meetings or training.

Work Location: 6025 Crenshaw Rd., Ste. 100, Pasadena, Texas 77505