Universal Banker: Personal Banking & Customer Growth

SouthState Bank; McKinney (TX); On-site; USD 36,000 - 52,000; Full time

Job summary

The Universal Banker at SouthState Bank in McKinney, TX serves as a single point of contact for customers' financial needs, combining teller and financial services duties to foster relationships and drive growth.

The role emphasizes accurate cash handling, product knowledge, and compliance while delivering courteous service and referrals to expand customer relationships and meet branch goals.

Qualifications

• Education: High School diploma or equivalent.
• Experience: Cash handling, sales, customer service.
• Specific knowledge: Good interpersonal skills, good computer skills, ability to read, write, speak, and understand English.

Responsibilities

• Opens new deposit accounts and 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.
• Processes transactions for savings, checking, and loan accounts.

Skills

Cash handling

Sales

Customer service

Interpersonal skills

Computer skills

English proficiency

Education

High School diploma or equivalent

Job description

The Universal Banker at SouthState Bank in McKinney, TX serves as a single point of contact for customers' financial needs, combining teller and financial services duties to foster relationships and drive growth.

The role emphasizes accurate cash handling, product knowledge, and compliance while delivering courteous service and referrals to expand customer relationships and meet branch goals.