Universal Banker - Poinciana
Listed on 2026-07-20
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Finance & Banking
Bank Customer Service, Retail Banking
Overview
The South State story is one of steady growth, deep community roots, and an unwavering commitment to helping customers move forward. We are known for combining personal relationships with forward-thinking solutions and for building trust, fostering lasting relationships, and pursuing excellence. At South State, individual contributions are recognized and potential is cultivated. This role begins your career path in a customer-focused banking environment.
Position: Universal Banker – a full-service, single point of contact in the branch for customers’ financial needs. The role combines Teller and Financial Services Representative (FSR) responsibilities to deliver exceptional service in both transactional and account management.
Responsibilities- Serve customers quickly, accurately, efficiently, and confidentially according to South State Bank Service Standards.
- Know and understand the bank's products and services, including features, benefits, rules and regulations, pricing, and simple definitions of services.
- Identify customer needs and expectations by listening for cues; seek opportunities to expand relationships through referrals aligned with position goals.
- Present a neat and professional appearance in accordance with bank policy.
- Ensure compliance with banking regulations, including Regulation CC and Bank Secrecy Act.
- Develop understanding of customer-facing technology and guide customers to self-service options where appropriate.
- Process transactions for savings, checking, and loan accounts; maintain a neat and orderly work area.
- Assist in guiding and training new tellers; may provide access to safe deposit boxes.
- Cash checks and process savings withdrawals within assigned limits; sell certified checks; balance transactions daily.
- Service/balance ATMs and utilize the branch capture system; follow policies and procedures to minimize errors.
- Adhere to branch security and audit procedures and understand security device operations.
- Open new deposit accounts and handle related services such as stop payments, wire transfers, and other maintenance within limits.
- Explain policies and procedures to customers, resolve problems with courtesy, and direct difficult issues to appropriate sources.
- Promote additional services by building relationships and showing appreciation for customers’ time and business.
- Understand and apply bank financial services; consistently follow branch security and audit procedures.
- Ensure branch records, reports, and customer development correspondence are accurate, timely, and properly distributed.
- 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 functions; additional responsibilities may include vault duties or back-up vault responsibilities.
- Other duties as assigned.
- Education: High School diploma or equivalent.
- Experience: Cash handling, sales, and customer service; previous banking experience preferred.
- Specific Knowledge: Good interpersonal and computer skills; ability to read, write, speak, and understand English.
- The South State Way
- New Team Member Orientation
- Teller Foundations
- Banker Foundations
- All assigned Regulatory Compliance Training
- Acknowledgement of all policies via Docu Sign as assigned
- Additional training may be required based on experience
Must be able to lift up to 50 pounds and stand or sit for long periods. Must be able to access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers.
Work EnvironmentOpen lobby area with an individual workstation in a temperature-controlled facility.
TravelTravel may be required.
Location850 Cypress Parkway, Kissimmee, Florida 34759
Equal OpportunityEqual Opportunity Employer, including disabled/veterans. Our business model supports the communities we serve and encourages decision making by the banker 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.
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