Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Universal Banker

South State

Universal Banker IIThe SouthState 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 SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!Summary/ObjectivesThe Universal Banker II serves as a full service, single point of contact in the branch for SouthState 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 II seeks to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the bank.Essential FunctionsReasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Serves customers quickly, accurately, efficiently, and confidentially according to the South State Bank Service Standards.Knows and understand the products and services offered by the Bank. These include facts and features, benefits and advantages, rules and 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 to all banking regulations to include Regulation CC and Bank Secrecy Act.Develop a strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service options.Teller Duties: Processes transactions for savings, checking, and loan accounts.Maintains a neat and orderly work area.May assist in guiding and training new tellers.May allow customers access to safe deposit boxes.Cashes checks and processes savings withdrawals within assigned limits and in accordance with prescribed procedures.Sells certified checks.Balances transactions daily.May service/balance ATM.May utilize the branch capture system.Knows and follows policies and procedures in completing transactions, minimizing operational errors, and maintaining a proper workflow.Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices.FSR Duties: Opens new deposit accounts and understands the products and financial services offered by the bank. Also 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 and direction and directs customers with difficult problems to other sources for assistance. Considers problems and complaints as opportunities to satisfy the customer and promote additional services.Is knowledgeable of financial services offered by the bank.Shows sincere appreciation for each customer's time and business. Gives business card if not already given.Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices.Assures that branch records, reports and other correspondence resulting from customer development attempts are correct, timely and are properly distributed.Universal Banker FunctionsEighteen months of teller or cash handling experience and six months customer relationship building or sales experienceDemonstrated expertise in the Teller II and basic FSR job functionsAdditional Responsibilities may include Vault Responsibilities or Back-Up Vault ResponsibilitiesHas increased approval limits in approving teller transactions and signing off on checksOther duties as assignedQualifications, Education, and Certification RequirementsEducation: High School diploma or equivalentExperience: Cash handling, sales, customer service. Previous banking experience preferred.Specific Knowledge: Good interpersonal skills, good computer skills, ability to read, write, speak, and understand EnglishTraining Requirements/ClassesThe SouthState Way New Team Member OrientationTeller FoundationsBanker FoundationsAll assigned Regulatory Compliance TrainingAcknowledgement of all policies through DocuSign as assignedAdditional training may be required dependent upon experiencePhysical DemandsMust be able to lift, up to 50 pounds, must be able to stand and/or sit for long periods of time. 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. The position is located inside a cooled and heated facility with ability to go to a break room or rest room during breaks.TravelTravel may be required to come to meetings or training as needed.Work Location: 2004 S. Stemmons Fwy. Lake Dallas, Texas 75065Equal Opportunity Employer, including disabled/veterans.

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Universal Banker in Lake Dallas, TX vacancy
  •  ...SUMMARY / OBJECTIVES The Universal Banker II serves as a full service, single point of contact in the branch for SouthState customers’ financial needs. The position operates in the dual capacity of a Teller and FSR providing exceptional customer service in both transactional... 
    Suggested

    SSB002 SOUTHSTATE BANK, NATIONAL ASSOCIATION

    Lake Dallas, TX
    1 day ago
  • SouthState Bank, N.A. seeks a Universal Banker II in Lake Dallas, TX. This role combines teller and financial service representative duties to serve customers as a single point of contact for transactions and account management. You will attract, expand, and retain customer... 
    Suggested

    SouthState Bank, N.A.

    Lake Dallas, TX
    3 days ago
  • SouthState Bank is seeking a Universal Banker II in Lake Dallas, Texas, to serve customers' financial needs as a teller and FSR. The role requires providing exceptional customer service, managing transactions, and maintaining relationships. Candidates should have cash... 
    Suggested

    SouthState Bank

    Lake Dallas, TX
    3 days ago
  • The Universal Banker at SouthState Bank in Denton, TX serves as a full-service branch contact, combining teller responsibilities with financial services to grow customer relationships. You will handle transactions, open deposits, and refer appropriate products to meet... 
    Suggested

    SouthState Bank

    Denton, TX
    4 days ago
  • SouthState Bank, N.A. in Corinth, Texas seeks a Universal Banker to serve as a full-service, single point of contact for customers' financial needs, blending teller duties with frontline sales and service. You will open accounts, process transactions, identify customer... 
    Suggested

    SouthState Bank, N.A.

    Denton, TX
    3 days ago
  •  ...Universal BankerProvides services for branch customers such as teller transactions, opening new accounts, changing addresses, and handling customer inquiries as neededEssential Duties:Promote and maintain positive relations with all contacts, customers and potential customersPerform... 
    Work experience placement
    Work at office

    Metro City Bank

    Carrollton, TX
    4 days ago
  •  ...SouthState Bank is seeking a Universal Banker to serve as a single point of contact for customers in the branch, performing Teller and FSR duties with a focus on service excellence and relationship growth. The role involves opening deposit accounts, processing transactions... 

    South State

    Denton, TX
    1 day ago
  •  ...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 SouthState customers’ financial requirements. The position... 

    SouthState Bank

    Denton, TX
    4 days ago
  • SouthState Bank, N.A. in Denton, TX is seeking a Universal Banker to serve as a single point of contact for customers in the branch, performing Teller and FSR duties and providing exceptional service in transactions and account management. The role focuses on attracting... 

    SouthState Bank, N.A.

    Denton, TX
    5 days ago
  • Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions, and appointment setting. Maintain a comprehensive understanding of retail banking products and services. Identify opportunities to enhance existing customer...

    Jobtailor

    Carrollton, TX
    8 hours ago
  • Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Job Summary Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies...
    Full time
    Part time
    Work at office
    Shift work
    Night shift
    Weekend work
    Day shift

    Truist

    Coppell, TX
    3 days ago
  • Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Responsibilities Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation...
    Full time
    Part time
    Work at office
    Shift work
    Night shift
    Weekend work
    Day shift

    Crump Life Insurance Svcs Inc

    Coppell, TX
    4 days ago
  • Truist is seeking a client-focused representative in Coppell, Texas, to ensure the consistent delivery of services and handling of client transactions. The role demands effective problem-solving and interpersonal skills to enhance the banking experience for clients. The...

    Truist

    Coppell, TX
    3 days ago
  • SSB002 SOUTHSTATE BANK, NATIONAL ASSOCIATION is looking for a Universal Banker II located in Lake Dallas, Texas. This full-service role combines teller and customer service responsibilities, where you will engage with customers to meet their financial needs. The ideal... 

    SSB002 SOUTHSTATE BANK, NATIONAL ASSOCIATION

    Lake Dallas, TX
    3 days ago
  • Crump Life Insurance Svcs Inc in Coppell, Texas, is offering a position focused on providing an exceptional client experience in financial services. Responsibilities include facilitating complex transactions and educating clients on digital banking solutions. Ideal candidates...

    Crump Life Insurance Svcs Inc

    Coppell, TX
    4 days ago
  • Woodforest National Bank is seeking a Retail Banker in Lewisville, Texas. You will serve customers in person, process transactions, open and maintain accounts, and help identify banking solutions. The role emphasizes a positive, engaging approach and strong customer service... 
    Full time

    Woodforest National Bank

    Lewisville, TX
    3 days ago
  •  ...Teller Retail Banker Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our... 
    Full time
    Local area

    Woodforest National Bank

    Denton, TX
    4 days ago
  •  ...driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Personal Banker I , you are the first point of contact for many of our customers, and you set the standard for what it means to bank with us. Our... 
    Monday to Friday

    Frost

    Lewisville, TX
    3 days ago
  •  ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Branch Banking organization, you will be based in Flower Mound, TX at the Flower Mound branch. Bilingual in... 
    Full time
    Temporary work
    Work experience placement
    Work at office

    PNC

    Lewisville, TX
    3 days ago
  • Customer Service RepresentativeUnder direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Evaluate new and existing customer relationships and recommend bank products and services...
    Work experience placement
    Work at office
    Flexible hours
    Afternoon shift

    First National Bank Texas

    Lewisville, TX
    3 days ago
  • $24 - $29 per hour

     ...Join SkyOne Federal Credit Union as a Member Experience Specialist II (Personal Banker) in Lewisville, TX, and become part of an onsite team dedicated to delivering effortless, member-focused financial solutions. In this sales-focused role, you will help enhance the member... 
    Hourly pay
    Local area

    Sky One Federal Credit Union

    Lewisville, TX
    3 days ago
  • Bank Of America Financial Center RepresentativeAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities...
    Work at office
    Flexible hours
    Weekend work
    Day shift

    Bank of America

    Lewisville, TX
    2 days ago
  •  ...Relationship Banker Frisco, Texas;Richardson, Texas; Plano, Texas; Dallas, Texas; Richardson, Texas; Prosper, Texas; Frisco, Texas; Plano, Texas; Frisco, Texas; Cross Roads, Texas; Carrollton, Texas; Frisco, Texas; Carrollton, Texas; Lewisville, Texas; Frisco, Texas... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Lewisville, TX
    3 days ago
  • Relationship Banker II - SB - Northwest Dallas Join to apply for the Relationship Banker II - SB - Northwest Dallas role at JPMorganChase...  ...2x Sign in to set job alerts for “Relationship Banker” roles. Universal Banker/Business Banking Assistant Banker/Lender-Commercial and... 
    Full time
    Immediate start
    Afternoon shift

    JPMorganChase

    Carrollton, TX
    1 day ago
  • PNC is seeking a Personal Banker for the Flower Mound, TX branch. The candidate will build the customer base, enhance financial wellbeing, and drive revenue with PNC solutions. Bilingual in Spanish is preferred, and in-office presence is required. The role emphasizes customer... 
    Work at office

    PNC

    Lewisville, TX
    5 days ago
  • Frost in Lewisville, TX is seeking a Personal Banker I to be the first point of contact for customers, helping with deposits, loans, and account maintenance. You will deliver friendly service and build lasting relationships in a fast-paced banking environment. As a Personal... 

    Frost

    Lewisville, TX
    4 days ago
  • PointBank in Denton, TX is seeking a bilingual Customer Care Banker to handle inbound calls, assist customers with banking inquiries, and support the operations team. This role focuses on courteous, professional service, cross-selling bank products, and documenting referrals... 

    Point Bank

    Denton, TX
    5 days ago
  • Customer Care Banker Call Center (Bilingual English/Spanish Required) About the Organization PointBank has been an independent, locally-owned community bank serving Denton County, Texas since 1884 - over 135 years! Currently, we have nine branches conveniently located... 
    Full time
    Part time
    Local area
    Shift work

    Point Bank

    Denton, TX
    5 days ago
  •  ...Matrix Management, Problem Solving, Understanding Customer Needs Work Experience Roles at this level typically do not require a university / college degree, high school diploma, GED, or any significant experience or product knowledge to accomplish primary duties. Prior... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Little Elm, TX
    2 hours ago
  • $20 - $24 per hour

    Teller Start your career in financial services with a team that values service, collaboration, and professional growth. We are looking for a motivated Teller who is eager to learn, provide outstanding member experience, and grow within the credit union industry. Key...
    Temporary work
    Work at office
    Local area
    Remote work

    Hudson River Community Credit Union

    Corinth, TX
    21 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Universal Banker. Be the first to apply!