Universal Banker - West Point
SouthState Bank · West Point, GA · 1 mo ago
FinanceFull-time
We need to output HTML fragment with sections for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. Must not include boilerplate like EEO, etc. Must preserve all substantive info.
We need to parse the posting.
Content:
- Intro about SouthState story (company description) maybe belongs to "About the role"? Actually "About the role" could be summary/objectives. The posting includes "Summary/Objectives The Universal Banker serves as a full service, single point of contact..." That's description of role. So we can put that under
About the role
with. - Responsibilities: The "Essential Functions" includes many bullet-like sentences. We can list them as
- . Also "Teller Duties:" and "FSR Duties:" are subcategories; we can include them as list items.
- Requirements: The "Universal Banker Functions" includes experience 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 Additional Responsibilities may include Vault Responsibilities or Back-Up Vault Responsibilities Other duties as assigned". That's more like qualifications/experience. Could go under Requirements or Qualifications.
- Qualifications, Education, And Certification Requirements: includes Education, Experience, Specific Knowledge, Training Requirements/Classes. That's qualifications.
- Skills: maybe "Good interpersonal skills, good computer skills, ability to read, write, speak, and understand English". Could be under Skills.
- Benefits: Not mentioned. No benefits details. So we should not create Benefits section.
- Pay: Not mentioned. So no Pay section.
- Schedule: Not mentioned. So no Schedule section.
We also have PHYSICAL DEMANDS, WORK ENVIRONMENT, TRAVEL, Work Location. Those could be under Requirements or maybe a separate section like "Working Conditions". But we only allowed headings from list. Could we put them under Requirements? Probably yes, as part of requirements. Or we could create a separate section like "Work Environment" but not allowed. So we incorporate into Requirements or maybe under "Qualifications". Better to put under Requirements as they are job requirements.
We must not include boilerplate like Equal Opportunity Employer, etc. Also remove duplicated lines.
We need to preserve all substantive information. So we need to include the company story? It's not about the role but maybe part of About the role? The instruction: "Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we can have About the role includes summary/objectives and maybe company description? The company description is not about the role but could be considered "About the role"? Might be okay to include as part of About the role. However we must not repeat job title. The posting includes "The SouthState story is one of steady growth..." That's company overview. Could be placed under About the role as introductory paragraph. We'll produce:
About the role
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
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.
Then Responsibilities: list essential functions. We'll combine essential functions, teller duties, FSR duties. We'll produce- items.
We need to ensure we don't lose any details.
Let's extract essential functions bullet points:
- 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.
- Able to identify 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.
- Develop a strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service options.
Teller Duties:
- Processes transactions for savings, checking, and loan accounts.
- Maintains a neat and orderly work area.
- May assist in guiding and training new tellers.
- May allow 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.
- May service/balance ATM.
- May utilize the branch capture system.
- Knows and follows policies and procedures in completing transactions, minimizing operational errors, and maintaining a proper workflow.
- Knows and follows the branch’s security and audit procedures and understands the function and operation of the security devices.
FSR Duties:
- Opens new deposit accounts and understands the products and financial services offered by the bank.
- Also handles other services such as stop payments, wire transfers, and other maintenance functions within assigned limits.
- Explains policies and procedures as necessary, keeping in mind most customers’ unfamiliarity with them.
- Resolves customer problems and complaints with courtesy and discretion and direction and directs customers with difficult problems to other sources for assistance.
- Considers problems and complaints as opportunities to satisfy the customer and promote additional services.
- Is knowledgeable of financial services offered by the bank.
- Shows sincere appreciation for each customer’s time and business.
- Gives business card if not already given.
- Knows and follows the branch’s security and audit procedures and understands the function and operation of the security devices.
- Assures that branch records, reports and other correspondence resulting from customer development attempts are correct, timely and are properly distributed.
Universal Banker Functions:
- 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
- Additional Responsibilities may include Vault Responsibilities or Back-Up Vault Responsibilities
- Other duties as assigned
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, 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, 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.
Travel:
- Travel may be required
Work Location:
- 600 Third Ave West Point, Georgia 31833
We need to decide where to put Physical Demands, Work Environment, Travel, Work Location. Could be under Requirements or Qualifications. Since they are not exactly qualifications but job conditions. Could be under Requirements as "Job Requirements". We'll put them under Requirements.
We also have Skills: Good interpersonal skills, good computer skills, ability to read, write, speak, and understand English. That's under Skills.
We also have Training Requirements/Classes could be under Qualifications.
We'll create sections:
About the role (as above)
Responsibilities (list)
Requirements (include experience, physical demands, work environment, travel, work location)
Qualifications (education, specific knowledge, training)
Skills (interpersonal, computer, language)
We must not create Benefits, Pay, Schedule.
Now ensure we don't repeat any info inadvertently.
Let's craft HTML.
We'll need to escape any special characters? Not needed.
We'll produce:
About the role
... company story ...
The Universal Banker serves as a full service, single point of contact ...
Responsibilities
- Serves customers quickly, accurately, efficiently, and confidentially according to the South State Bank Service Standards.
- Knows and understands 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.
- Able to identify 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.
- Processes transactions for savings, checking, and loan accounts.
- Maintains a neat and orderly work area.
- May assist in guiding and training new tellers.
- May allow 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.
- May service/balance ATM.
- May utilize the branch capture system.
- Knows and follows policies and procedures in completing transactions, minimizing operational errors, and maintaining a proper workflow.
- Knows and follows the branch’s security and audit procedures and understands the function and operation of the security devices.
- Opens new deposit accounts and understands the products and financial services offered by the bank.
- Also handles other services such as stop payments, wire transfers, and other maintenance functions within assigned limits.
- Explains policies and procedures as necessary, keeping in mind most customers’ unfamiliarity with them.
- Resolves customer problems and complaints with courtesy and discretion and directs customers with difficult problems to other sources for assistance.
- Considers problems and complaints as opportunities to satisfy the customer and promote additional services.
- Is knowledgeable of financial services offered by the bank.
- Shows sincere appreciation for each customer’s time and business.
- Gives business card if not already given.
- Knows and follows the branch’s security and audit procedures and understands the function and operation of the security devices.
- Assures that branch records, reports and other correspondence resulting from customer development attempts are correct, timely and are properly distributed.
- 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.
- Additional Responsibilities may include Vault Responsibilities or Back-Up Vault Responsibilities.
- Other duties as assigned.
- items.
We need to ensure we don't lose any details.
Let's extract essential functions bullet points:
- 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.
- Able to identify 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.
- Develop a strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service options.
Teller Duties:
- Processes transactions for savings, checking, and loan accounts.
- Maintains a neat and orderly work area.
- May assist in guiding and training new tellers.
- May allow 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.
- May service/balance ATM.
- May utilize the branch capture system.
- Knows and follows policies and procedures in completing transactions, minimizing operational errors, and maintaining a proper workflow.
- Knows and follows the branch’s security and audit procedures and understands the function and operation of the security devices.
FSR Duties:
- Opens new deposit accounts and understands the products and financial services offered by the bank.
- Also handles other services such as stop payments, wire transfers, and other maintenance functions within assigned limits.
- Explains policies and procedures as necessary, keeping in mind most customers’ unfamiliarity with them.
- Resolves customer problems and complaints with courtesy and discretion and direction and directs customers with difficult problems to other sources for assistance.
- Considers problems and complaints as opportunities to satisfy the customer and promote additional services.
- Is knowledgeable of financial services offered by the bank.
- Shows sincere appreciation for each customer’s time and business.
- Gives business card if not already given.
- Knows and follows the branch’s security and audit procedures and understands the function and operation of the security devices.
- Assures that branch records, reports and other correspondence resulting from customer development attempts are correct, timely and are properly distributed.
Universal Banker Functions:
- 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
- Additional Responsibilities may include Vault Responsibilities or Back-Up Vault Responsibilities
- Other duties as assigned
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, 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, 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.
Travel:
- Travel may be required
Work Location:
- 600 Third Ave West Point, Georgia 31833
We need to decide where to put Physical Demands, Work Environment, Travel, Work Location. Could be under Requirements or Qualifications. Since they are not exactly qualifications but job conditions. Could be under Requirements as "Job Requirements". We'll put them under Requirements.
We also have Skills: Good interpersonal skills, good computer skills, ability to read, write, speak, and understand English. That's under Skills.
We also have Training Requirements/Classes could be under Qualifications.
We'll create sections:
About the role (as above)
Responsibilities (list)
Requirements (include experience, physical demands, work environment, travel, work location)
Qualifications (education, specific knowledge, training)
Skills (interpersonal, computer, language)
We must not create Benefits, Pay, Schedule.
Now ensure we don't repeat any info inadvertently.
Let's craft HTML.
We'll need to escape any special characters? Not needed.
We'll produce: