Universal Banker - South Dallas, Texas
Listed on 2026-06-17
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Finance & Banking
Bank Customer Service, Banking Operations, Retail Banking
The South State 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.
Responsibilities- Serve customers quickly, accurately, efficiently, and confidentially according to 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 job goals.
- Present a neat and professional appearance in accordance with bank policy.
- Ensure compliance with all banking regulations, including Regulation CC and the Bank Secrecy Act.
- Develop a strong understanding of customer‑facing technology and enroll customers in self‑service options.
- Process transactions for savings, checking, and loan accounts.
- Maintain a neat and orderly work area and assist in guiding and training new tellers.
- Handle safe deposit box access, cash checks, and process savings withdrawals within assigned limits.
- Sale certified checks and balance transactions daily.
- Assist with ATM servicing and balance, and utilize the branch capture system.
- Follow policies and procedures for minimizing operational errors, maintaining workflow, and security and audit procedures.
- Open new deposit accounts and handle stop payments, wire transfers, and other maintenance functions within assigned limits.
- Explain policies and procedures to customers, resolve problems and complaints with courtesy and discretion, and refer complex issues to other sources.
- Show sincere appreciation for each customer’s time and business and distribute business cards when appropriate.
- Ensure branch records, reports, and correspondence from customer development attempts are correct, timely, and properly distributed.
- High school diploma or equivalent.
- One year of teller or cash handling experience and six months of customer relationship building or sales experience.
- Demonstrated expertise in Teller II and basic FSR job functions.
- Good interpersonal and computer skills; ability to read, write, speak, and understand English.
- Previous banking experience preferred.
- The South State Way new team member orientation.
- Teller Foundations and Banker Foundations.
- All assigned regulatory compliance training.
- Acknowledgement of all policies through Docu Sign, as assigned.
- Additional training may be required depending on experience.
Must be able to lift up to 50 pounds and stand or sit for long periods. Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers.
Work EnvironmentThis position is most likely in an open lobby area with an individual workstation, located inside a cooled and heated facility with access to a break room or restroom during breaks.
Location1409 Botham Jean Boulevard Suite 1510 Dallas, Texas 75215
Equal Opportunity Employer, including disabled/veterans.
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