Universal Banker: Build Relationships, Serve Clients

SouthState Bank, N.A.; Sugar Land (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

The Universal Banker at SouthState Bank, N.A. serves as a full-service, single point of contact in the branch for customers' financial needs. The role blends teller and FSR responsibilities to attract and grow customer relationships while delivering exceptional service.

Key duties include processing transactions, opening deposits, handling referrals, and maintaining compliance with banking regulations. This position emphasizes professional appearance, English communication, and teamwork.

Qualifications

• Cash handling, sales, customer service. Previous banking experience preferred.

Responsibilities

• 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, minimising 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.
• 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.
• Is knowledgeable of financial services offered by the bank.
• Shows sincere appreciation for each customer's time and business.
• 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.

Skills

Cash handling

Sales

Customer service

Interpersonal skills

English proficiency

Education

High School diploma or equivalent

Job description

The Universal Banker at SouthState Bank, N.A. serves as a full-service, single point of contact in the branch for customers' financial needs. The role blends teller and FSR responsibilities to attract and grow customer relationships while delivering exceptional service.

Key duties include processing transactions, opening deposits, handling referrals, and maintaining compliance with banking regulations. This position emphasizes professional appearance, English communication, and teamwork.