Floating Universal Banker - Leesburg

SouthState Bank; Leesburg (FL); On-site; USD 35,000 - 50,000; Full time

Job summary

A leading bank is seeking a Floating Universal Banker for their Leesburg branch. This role combines teller functions and financial service responsibilities to serve customers' needs. The ideal candidate will uphold high standards of service and have relevant experience in customer relations and cash handling. Join SouthState Bank where individual contributions are recognized and cultivated.

Qualifications

• Experience in cash handling and customer service preferred.
• Entry-level position requiring teamwork and good interpersonal skills.

Responsibilities

• Provide exceptional customer service and process transactions accurately.
• Open new deposit accounts and resolve customer issues.
• Float to different branches as needed.

Skills

Customer Service

Sales

Cash Handling

Interpersonal Skills

Fluency in English

Education

High School diploma or equivalent

Job description

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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, we have become a trusted financial partner across the South and beyond, known for combining personal relationships with forward-thinking solutions.

We are committed to helping our team members find their success while maintaining our core 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 aims to attract, expand, and retain customer relationships and is responsible for contributing to the bank’s financial growth.

Essential Functions

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

• Serves customers quickly, accurately, efficiently, and confidentially according to South State Bank Service Standards.
• Knows and understands the products and services offered by the bank, including features, benefits, rules, regulations, and pricing.
• Identifies customer needs through attentive listening and makes referrals to expand relationships.
• Presents a neat and professional personal appearance, in line with bank policy.
• Ensures compliance with all banking regulations, including Regulation CC and Bank Secrecy Act.
• Develops a strong understanding of customer-facing technology and assists customers with self-service options.

Teller Duties

• Processes transactions for savings, checking, and loan accounts.
• Maintains a neat and orderly work area.
• May assist in training new tellers.
• Provides access to safe deposit boxes.
• Cashes checks and processes withdrawals within limits.
• Sells certified checks.
• Balances transactions daily.
• May service/balance ATM and utilize branch capture systems.
• Follows policies and procedures to minimize errors and ensure security.

FSR Duties

• Opens new deposit accounts and handles related services.
• Explains policies and procedures clearly to customers.
• Resolves customer problems courteously and refers complex issues to appropriate channels.
• Shows appreciation for customer business and shares contact information.
• Follows security and audit procedures.
• Ensures accurate documentation of customer development efforts.

Floating Universal Banker Functions

• One year of teller or cash handling experience and six months of customer relationship or sales experience.
• Demonstrated expertise in Teller II and basic FSR functions.
• May include vault responsibilities or back-up vault duties.
• Float to different branches as needed.
• Perform other duties as assigned.

Qualifications, Education, and Certification

• High School diploma or equivalent.
• Cash handling, sales, and customer service experience; banking experience preferred.
• Good interpersonal and computer skills; fluency in English.

Training Requirements

• New Team Member Orientation, Teller Foundations, Banker Foundations, Regulatory Compliance Training, Policy Acknowledgment.
• Additional training as needed based on experience.

Physical Demands

• Ability to lift up to 50 pounds, stand or sit for long periods, and interpret information from screens and documents.

Work Environment

Typically in an open lobby area within a climate-controlled facility.

Travel

Travel required to various branches within the region.

Additional Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales
• Industry: Banking