What are the responsibilities and job description for the Financial Center Service Associate position at South State Bank?
As a leading regional bank, SouthState has been providing financial solutions to individuals, families, and businesses in the Southeast for more than 100 years. SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members share core values that make SouthState a great place to bank, and a great place to work.
Summary:
The purpose of the Financial Center Service Associate position is to provide superior and quality service to customers through efficient and accurate financial transaction processing. This position will also actively participate in referring products and services to customers based on their financial needs.
Responsibilities:
Assist customers by processing a variety of financial transactions efficiently and accurately according to established Bank policies and procedures
Open new accounts, including but not limited to checking, savings, CD’s, IRA’s, Business
Process maintenance, operations and correspondence for new and existing accounts
Consistently meet customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty
Perform duties of Financial Center Teller
Balance cash drawer daily in accordance with established policies and procedures
Assist with balancing vault and ATM as needed
Provide account services to customers by receiving deposits, verifying cash and endorsements, cashing checks, accepting savings deposits and withdrawals while maintaining alertness for forgeries, stop payments, fraudulent items, and false identification.
Actively participate in meeting financial center sales goals
Acquire, expand, and retain client relationships with existing clients and prospects to achieve target objectives
Participate in weekly coaching sessions with financial center leadership
Conduct discussions with existing clients and prospects to understand background and identify banking needs through effective profiling; clearly communicate potential solutions
Participate in workplace banking events
Cross-sell all products and services to meet clients’ needs and achieve strategic objectives and retention goals
Refer to other lines of business in order to expand new and existing relationships
Demonstrate knowledge and understanding of teller and new account systems; maintaining technical expertise of current products
Maintain the required knowledge of products, services, policies and procedures, and other compliance requirements that pertain to the Retail Bank
Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
Obtain legal documentation and all required customer information in compliance with the Bank’s New Account Opening Policy, the Bank Secrecy Act and the US Patriot Act’s Customer Identification Program
Qualifications:
Education Requirements
High school diploma or equivalent education certificate (GED)
Minimum Experience
Minimum of 6 months of teller experience
Minimum of 6 months of new accounts experience (with a bank), required
Knowledge, Skills, & Abilities
Knowledge of financial products, services, procedures, policies and appropriate regulatory issues relating to daily job functions
Ability to complete routine transactions with limited supervision
Strong organizational, interpersonal, communication, and customer relation skills
Attention to detail and mental concentration for accurately performing tasks
Ability to balance multiple tasks simultaneously
Ability to handle frequent interruptions
Ability to follow standard operating policies and procedures
Proven ability to identify customer needs and tailor features and benefits of products/services to customers with differing needs
Ability to make personal connections, engage and educate customers, ask open-ended questions and use listening skills to establish trust and build lasting customer relationships
Computer proficiency with working knowledge of Microsoft Office Suite applications, required
Ability to adapt to changing work environment
Ability to work during branch hours of operation
Meticulous attention to detail and time management
Strong team player
General knowledge of Bank Secrecy Act and OFAC related responsibilities in the performance of daily operations to ensure adherence to bank policies and compliance with all regulatory requirements
Position requires lifting, carrying, or moving heavy items. Must be able to lift up to 25 lbs.
May be required to sit or stand for long periods of time
In accordance with Colorado law: Colorado pay for this position is anticipated to be between $33,841.60 - $50,774.88 , actual offers to be determined based on applicant’s skills, experience and education.
While the anticipated deadline for the job posting is 03-02-2025, we encourage you to submit your application as we may still consider qualified candidates beyond this date.
Benefits | SouthState Careers
Summary:
The purpose of the Financial Center Service Associate position is to provide superior and quality service to customers through efficient and accurate financial transaction processing. This position will also actively participate in referring products and services to customers based on their financial needs.
Responsibilities:
Assist customers by processing a variety of financial transactions efficiently and accurately according to established Bank policies and procedures
Open new accounts, including but not limited to checking, savings, CD’s, IRA’s, Business
Process maintenance, operations and correspondence for new and existing accounts
Consistently meet customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty
Perform duties of Financial Center Teller
Balance cash drawer daily in accordance with established policies and procedures
Assist with balancing vault and ATM as needed
Provide account services to customers by receiving deposits, verifying cash and endorsements, cashing checks, accepting savings deposits and withdrawals while maintaining alertness for forgeries, stop payments, fraudulent items, and false identification.
Actively participate in meeting financial center sales goals
Acquire, expand, and retain client relationships with existing clients and prospects to achieve target objectives
Participate in weekly coaching sessions with financial center leadership
Conduct discussions with existing clients and prospects to understand background and identify banking needs through effective profiling; clearly communicate potential solutions
Participate in workplace banking events
Cross-sell all products and services to meet clients’ needs and achieve strategic objectives and retention goals
Refer to other lines of business in order to expand new and existing relationships
Demonstrate knowledge and understanding of teller and new account systems; maintaining technical expertise of current products
Maintain the required knowledge of products, services, policies and procedures, and other compliance requirements that pertain to the Retail Bank
Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
Obtain legal documentation and all required customer information in compliance with the Bank’s New Account Opening Policy, the Bank Secrecy Act and the US Patriot Act’s Customer Identification Program
Qualifications:
Education Requirements
High school diploma or equivalent education certificate (GED)
Minimum Experience
Minimum of 6 months of teller experience
Minimum of 6 months of new accounts experience (with a bank), required
Knowledge, Skills, & Abilities
Knowledge of financial products, services, procedures, policies and appropriate regulatory issues relating to daily job functions
Ability to complete routine transactions with limited supervision
Strong organizational, interpersonal, communication, and customer relation skills
Attention to detail and mental concentration for accurately performing tasks
Ability to balance multiple tasks simultaneously
Ability to handle frequent interruptions
Ability to follow standard operating policies and procedures
Proven ability to identify customer needs and tailor features and benefits of products/services to customers with differing needs
Ability to make personal connections, engage and educate customers, ask open-ended questions and use listening skills to establish trust and build lasting customer relationships
Computer proficiency with working knowledge of Microsoft Office Suite applications, required
Ability to adapt to changing work environment
Ability to work during branch hours of operation
Meticulous attention to detail and time management
Strong team player
General knowledge of Bank Secrecy Act and OFAC related responsibilities in the performance of daily operations to ensure adherence to bank policies and compliance with all regulatory requirements
Position requires lifting, carrying, or moving heavy items. Must be able to lift up to 25 lbs.
May be required to sit or stand for long periods of time
In accordance with Colorado law: Colorado pay for this position is anticipated to be between $33,841.60 - $50,774.88 , actual offers to be determined based on applicant’s skills, experience and education.
While the anticipated deadline for the job posting is 03-02-2025, we encourage you to submit your application as we may still consider qualified candidates beyond this date.
Benefits | SouthState Careers
Salary : $33,842 - $50,775
