Universal Banker I - Greenville Antrim Drive, SC

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

• Serve customers quickly, accurately, efficiently, and confidentially according to the South State Bank Service Standards.
• Know and understand the products and services offered by the Bank, including facts, features, benefits, rules, regulations and price structure.
• Identify customer needs and expectations by listening for clues.
• Seek opportunities to expand customer relationships by making referrals as outlined in the goals for this position.
• Present a neat and professional personal appearance, in accordance with bank policy.
• Know and ensure compliance to all banking regulations, including Regulation CC and Bank Secrecy Act.
• Develop a strong understanding of customer‑facing technology and enroll customers in self‑service options.

Teller Duties

• Process transactions for savings, checking, and loan accounts.
• Maintain a neat and orderly work area.
• Assist in guiding and training new tellers.
• Allow customers access to safe deposit boxes.
• Cash checks and process savings withdrawals within assigned limits and procedures.
• Sell certified checks.
• Balance transactions daily.
• Service/balance ATM.
• Utilize the branch capture system.
• Follow policies and procedures to minimize operational errors and maintain proper workflow.
• Follow branch’s security and audit procedures and understand the operation of security devices.

FSR Duties

• Open new deposit accounts and understand the products and financial services offered by the bank.
• Handle other services such as stop payments, wire transfers, and other maintenance functions within assigned limits.
• Explain policies and procedures as necessary, keeping in mind most customers’ unfamiliarity with them.
• Resolve customer problems and complaints with courtesy and discretion and direct customers with difficult problems to other sources for assistance.
• Consider problems and complaints as opportunities to satisfy the customer and promote additional services.
• Show sincere appreciation for each customer’s time and business.
• Give business card if not already given.
• Ensure branch records, reports and other correspondence resulting from customer development attempts are correct, timely and properly distributed.
• Follow branch’s security and audit procedures and understand security devices operation.

Universal Banker Functions

• One year of teller or cash handling experience and six months of customer relationship building or sales experience.
• Demonstrated expertise in the Teller II and basic FSR job functions.
• Additional responsibilities may include Vault Responsibilities or Back‑Up Vault Responsibilities.
• Other duties as assigned.

Qualifications, Education, and Certification Requirements

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

Training Requirements / Classes

• The SouthState Way
• New Team Member Orientation
• Teller Foundations
• Banker Foundations
• All assigned Regulatory Compliance Training
• Acknowledgement of all policies through DocuSign as assigned
• Additional training may be required dependent upon experience.

Physical Demands

• Must be able to lift up to 50 pounds.
• Must be able to stand and/or sit for long periods of time.
• Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers.

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.

Travel

Travel may be required to come to meetings or training as needed.

Work Location

45 E. Antrim Drive, Greenville, South Carolina 29607

Equal Opportunity

Equal Opportunity Employer, including disabled/veterans. Our business model supports the unique character of the communities we serve and encourages decision making by the banker that is closest to the customer. We think and act like owners and measure success over entire economic cycles. We prioritize soundness before short‑term profitability and growth.