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Universal Banker - Float - land Cleveland

Job in Loveland, Larimer County, Colorado, 80538, USA
Listing for: SouthState Bank
Full Time position
Listed on 2026-03-14
Job specializations:
  • Finance & Banking
    Bank Customer Service, Retail Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Universal Banker I - Float - Loveland Cleveland, CO

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 roles. 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

Reasonable 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 understands the products and services offered by the Bank, including facts and features, benefits and advantages, rules and regulations, price structure, and a basic definition of each service.
  • Able to identify customer needs and expectations by listening for clues and seeking opportunities to expand customer relationships by making referrals as outlined in the goals for this position.
  • Maintains a neat and professional personal appearance in accordance with bank policy.
  • Ensures compliance with all banking regulations, including Regulation CC and the Bank Secrecy Act.
  • Develops a strong understanding of customer‑facing technology and can discuss and enroll customers in self‑service options.
  • Processes transactions for savings, checking, and loan accounts (Teller Duties).
  • 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.
  • Mays service/balance ATM.
  • May utilize the branch capture system.
  • Knows and follows policies and procedures to minimize operational errors and maintain a proper workflow.
  • Keeps abreast of branch security and audit procedures and understands the operation of 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 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 and gives a business card if not already given.
  • Ensures branch records, reports, and other 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 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 backup vault responsibilities.
  • Floats to different offices in an area to accommodate staffing needs.
  • Other duties as assigned.
Qualifications, Education, and Certification Requirements
  • Education:

    High School diploma or equivalent.
  • Experience:

    Ca…
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