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SouthState Bank

Regional bank serving Southeastern communities

Universal Banker

Retail & Commercial BankingUpdated on Nov 10
Full-timeColorado Springs, CO, USA$38.5k - $57.8k

About the Job

Requirements

  • One year of teller or cash-handling experience and six months of customer relationship-building or sales experience are required for the floating Universal Banker functions.
  • A high school diploma or equivalent is required.
  • Experience in cash handling, sales, and customer service is required; previous banking experience is preferred.
  • The candidate must have good interpersonal skills and computer skills, and be able to read, write, speak, and understand English.
  • The candidate must be able to lift up to 50 pounds, stand and/or sit for long periods, access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers.

Responsibilities

  • Serve as a full-service, single point of contact in the branch for customers’ financial needs, functioning as both a teller and a financial services representative in transactional and account-management work.
  • Serve customers quickly, accurately, efficiently, and confidentially according to the bank’s service standards.
  • Know and explain the bank’s products and services, including their features, benefits, rules, regulations, pricing, and basic descriptions.
  • Identify customer needs and expectations by listening for clues, and seek opportunities to expand customer relationships through referrals in line with position goals.
  • Maintain a neat and professional personal appearance in accordance with bank policy.
  • Know and ensure compliance with banking regulations, including Regulation CC and the Bank Secrecy Act.
  • Develop a strong understanding of customer-facing technology and discuss and enroll customers in self-service options.
  • Process transactions for savings, checking, and loan accounts; maintain an orderly work area; cash checks and process savings withdrawals within assigned limits and procedures; sell certified checks; balance transactions daily; and, as needed, service or balance ATMs, use the branch capture system, guide and train new tellers, and allow customers access to safe deposit boxes.
  • Follow transaction policies and procedures to minimize operational errors and maintain proper workflow; follow branch security and audit procedures and understand security devices.
  • 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, resolve problems and complaints courteously and discreetly, and direct customers with difficult problems to other sources for assistance.
  • Use customer problems and complaints as opportunities to satisfy customers and promote additional services.
  • Maintain knowledge of the bank’s financial services and show appreciation for each customer’s time and business; provide a business card if one has not already been given.
  • Ensure branch records, reports, and correspondence resulting from customer-development attempts are correct, timely, and properly distributed.
  • Demonstrate expertise in Teller II and basic financial services representative job functions when performing floating Universal Banker duties.
  • Perform vault or backup-vault responsibilities when assigned, and complete other duties as assigned.
  • Attend meetings or training as needed when travel is required.
  • Complete required team-member orientation, teller and banker foundations, assigned regulatory-compliance training, and policy acknowledgements; complete additional training as required based on experience.

Desired Qualifications

  • Previous banking experience.

About the Company

SouthState Bank

Regional bank serving Southeastern communities

SouthState Bank offers checking and savings accounts, loans (including mortgages and business loans), wealth management, and digital banking tools in the Southeast. Deposits fund loans and investments, with revenue from interest and fees supported by branch, online, and call-center services. It differentiates itself through strong ties to local communities and growth via acquisitions and geographic expansion, blending local service with broader resources. Its goal is to help people and businesses manage money effectively while expanding its regional footprint to support economic growth.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Winter Haven, FL
Founded
1934

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