Universal Banker II - Richmond Bon Air, VA

SUMMARY/OBJECTIVES

The Universal Banker serves as a full service, single point of contact in the branch for South State 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.

• 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, price structure, and definitions.
• 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.
• Ensure compliance with 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.
• Maintain a neat and orderly work area and assist in guiding and training new tellers as needed.
• Handle safe deposit box access, cash checks, savings withdrawals, certified checks, daily transaction balancing, ATM service, and branch capture system usage.
• Process transactions for savings, checking, and loan accounts.
• Open new deposit accounts, handle stop payments, wire transfers, and other maintenance functions within assigned limits.
• Explain policies and procedures, resolve customer problems and complaints, and direct difficult cases to appropriate sources.
• Use branch security and audit procedures and understand security device operation.
• Ensure that branch records, reports, and correspondence from customer development attempts are correct, timely, and properly distributed.

• High school diploma or equivalent.
• Eighteen months of teller or cash handling experience and six months of customer relationship building or sales experience.
• Experience with cash handling, sales, customer service; previous banking experience preferred.
• Good interpersonal and computer skills; ability to read, write, speak, and understand English.
• Demonstrated expertise in Teller II and basic FSR job functions.

• South State Way
• New Team Member Orientation
• Teller Foundations
• Banker Foundations
• Regulatory Compliance Training
• Policy acknowledgements via Docu Sign

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

This position is located in an open lobby area with an individual workstation inside a cooled and heated facility.

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

Equal Opportunity Employer, including disabled/veterans.

Location:

2810 Buford Road North Chesterfield, Virginia 23235