Universal Banker I - McKinney Heritage

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!

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

Reasonable accommodations may be made to enable individuals with disabilities to perform the 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. 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.

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.

UNIVERSAL BANKER FUNCTIONS

Qualifications, Education, and Certification Requirements

TRAINING REQUIREMENTS / CLASSES

PHYSICAL DEMANDS

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 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.

Equal Opportunity Employer, including disabled / veterans.