Floating Universal Banker - Vero Beach

Floating UB

The 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!

It is the responsibility of the Floating UB to take ownership of all tasks and challenges that they encounter in the operation of their assigned position.

Performs all functions of Personal Banker

Able to identify customer needs and expectations by listening for clues and through meaningful conversations. Seeks the opportunity to expand customer relationships by making referrals as outlined in the goals for this position.

Opens new deposit accounts and understands the financial services offered by the bank. This includes knowing the features and benefits, rules, regulations, pricing, and a simple definition of each service. Also handles other services such as stop payments, wire transfers, and other maintenance functions within assigned limits.

Serves customers quickly, accurately, efficiently and confidentially according to the South State Bank Gold Customer Service Standards and within established 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.

Presents a neat and professional personal appearance, in accordance with bank policy.

Maintains a neat, orderly and attractive work area. Desk should be maintained at the uniform standard

Assesses and effectively manages all risks associated with job function within SSB compliance and regulations. 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.

May include other branch responsibilities such as approving teller transactions and signing off on checks

Accepts other duties as assigned.

Education : High School Diploma or equivalent

Experience : 18 months or less experience Customer Service / Sales experience

Certifications / Specific Knowledge : Previous banking experience preferred, Good PC skills, Strong organizational skills, ability to read, write and speak English, ability to analyze and solve problems.

The SouthState Way New Team Member Orientation

Banker Foundations

All assigned Regulatory Compliance Training

Acknowledgement of all policies through DocuSign as assigned

Additional training may be required dependent upon experience

Must be able to effectively access and interpret information on computer screens, documents, reports, cash denominations and identify customers. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk. Must be willing to travel for meetings and classes, must be able to stand and / or sit for long periods of time.

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

Travel to branches within the region is required.

Equal Opportunity Employer, including disabled / veterans.