Universal Banker I - Houston The Woodlands, Texas

Summary/Objectives The Universal Banker 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 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 SouthState Bank Service Standards. Knows and understands the products and services offered by the Bank, including facts, features, benefits, 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 with all banking regulations, including Regulation CC and the Bank Secrecy Act. Develops a strong understanding of customer‑facing technology with the ability to discuss with and enroll customers in self‑service options. Teller duties include processing transactions for savings, checking, and loan accounts; cashing checks; selling certified checks; balancing transactions daily; servicing/balancing ATM; and utilizing the branch capture system. Assists in guiding and training new tellers. Allows customers access to safe deposit boxes. Knows and follows policies and procedures to minimize operational errors and maintain proper workflow. Understands and follows branch security and audit procedures and the operation of security devices. Handles FSR duties such as opening new deposit accounts, managing stop payments, wire transfers, and other maintenance functions within assigned limits; Explains policies and procedures to customers, resolves complaints with courtesy, and directs customers to alternative assistance when needed. Ensures branch records, reports, and correspondence resulting from customer development attempts are correct, timely, and properly distributed. Shows sincere appreciation for each customer’s time and business, giving a business card when appropriate. Universal Banker Functions One year 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. Other duties as assigned. Qualifications, Education, and Certification Requirements Education: 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 SouthState Way New Team Member Orientation Teller Foundations Banker FoundationsAll assigned regulatory compliance training Acknowledgement of all policies through DocuSign as assigned Additional training may be required depending on experience. Physical Demands 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. Work Environment This position is most likely in an open lobby area with an individual workstation. It is located inside a cooled and heated facility with access to a break room or restroom during breaks. Travel Travel may be required to attend meetings or training as needed. Work Location 2829 Technology Forest Blvd., Ste. 120, The Woodlands, Texas 77381 Equal Opportunity Employer Equal Opportunity Employer, including disabled/veterans. #J-18808-Ljbffr SouthState Bank