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Floating Universal Banker - Longmont Fox Creek

Job in Longmont, Boulder County, Colorado, 80502, USA
Listing for: SouthState Bank
Full Time position
Listed on 2025-12-31
Job specializations:
  • Finance & Banking
    Bank Customer Service, Retail Banking
Job Description & How to Apply Below
Position: Floating Universal Banker - Longmont Fox Creek, CO

Floating Universal Banker - Longmont Fox Creek, CO

Join to apply for the Floating Universal Banker - Longmont Fox Creek, CO role at South State Bank

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: building trust, fostering lasting relationships, and pursuing excellence.

At South State, 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 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. 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
  • Serves customers quickly, accurately, efficiently, and confidentially according to the South State Bank Service Standards.
  • Knows and understands the products and services offered by the Bank, including facts and features, benefits, regulations, and pricing.
  • Able to identify customer needs and expectations by listening for clues, and seeks opportunities to expand relationships through referrals.
  • Maintains a neat and professional personal appearance, in accordance with bank policy.
  • Ensures compliance with all banking regulations, including Regulation CC and Bank Secrecy Act.
  • Develops a strong understanding of customer‑facing technology and enrolls customers in self‑service options.
Teller Duties
  • Processes transactions for savings, checking, and loan accounts.
  • Maintains a neat and orderly work area.
  • Assists in guiding and training new tellers.
  • Provides customers access to safe deposit boxes.
  • Cash checks and processes savings withdrawals within assigned limits.
  • Sells certified checks.
  • Balances transactions daily.
  • Serves / balances ATM.
  • Utilizes branch capture system.
  • Follows policies and procedures to minimize operational errors and maintain workflow.
  • Follows branch security and audit procedures, understanding security devices.
FSR Duties
  • Opens new deposit accounts and understands products and financial services offered.
  • Handles services such as stop payments, wire transfers, and other maintenance functions within limits.
  • Explains policies and procedures to customers, considering unfamiliarity.
  • Resolves customer problems and complaints, directing difficult cases appropriately.
  • Shows sincere appreciation for customers and offers business cards when appropriate.
  • Ensures branch records, reports, and correspondence from customer development attempts are correct, timely, and properly distributed.
Floating Universal Banker Functions
  • One year of teller or cash handling experience and six months customer relationship building or sales experience.
  • Demonstrated expertise in Teller II and basic FSR job functions.
  • Additional responsibilities may include Vault Responsibilities or Back‑Up Vault Responsibilities.
  • Floats to different offices in an area to accommodate staffing needs.
  • Other duties as assigned.
Qualifications, Education, and Certification Requirements
  • 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 South State Way New Team Member Orientation.
  • Teller Foundations.
  • Banker Foundations.
  • All assigned regulatory compliance training.
  • Acknowledgement all policies through Docu Sign as assigned.
  • Additional training may be required dependent on experience.
Physical Demands
  • Must be able to lift up to 50 pounds; stand or sit for long periods;…
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