Universal Banker - Ocala, FL

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.

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.

• 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, features, benefits, advantages, rules, regulations, price structure, and a simple definition of each service offered.
• Able to identify customer needs and expectations by listening for clues. Seeks the opportunity to expand customer relationships by making referrals as outlined in the goals for this position.
• Presents a neat and professional personal appearance in accordance with bank policy.
• Knows and ensures compliance with all banking regulations, including Regulation CC and the Bank Secrecy Act.
• Develops a strong understanding of customer‑facing technology and is able to discuss with and enroll customers in self‑service options.
• Processes transactions for savings, checking, and loan accounts and performs all teller duties, including cash handling, safe deposit box access, certified check sales, ATM service, and branch capture system usage.

• Opens new deposit accounts and understands the products and financial services offered by the bank.
• Handles other services such as stop payments, wire transfers, and other maintenance functions within assigned limits.
• Explains policies and procedures as necessary, keeping in mind most customers’ unfamiliarity with them.
• Resolves customer problems and complaints with courtesy and discretion, directing customers to appropriate sources for assistance.
• Shows sincere appreciation for each customer’s time and business.
• Assures that branch records, reports, and other correspondence resulting from customer development attempts are correct, timely, and properly distributed.

• Eighteen months 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.
• Has increased approval limits for teller transactions and for signing off on checks.
• Other duties as assigned.

• Education:
  
  High School diploma or equivalent.
• Experience:
  
  Cash handling, sales, and customer service; prior banking experience preferred.
• Specific Knowledge:
  Good interpersonal skills, good computer skills, and 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 through Docu Sign as assigned.
• Additional training may be required depending on experience.

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

This position is most likely in an open lobby area with an individual workstation. The position is located inside a cooled and heated facility with the ability to go to a break room or rest room during breaks.

Travel may be required.

Work Location:

4905 NW Blitchton Rd, Ocala, Florida 34482

Equal Opportunity Employer, including disabled/veterans.