Floating Teller FSR- Haines City Southern Dunes, FL

SUMMARY/OBJECTIVES

A Floating Teller / FSR has the responsibility to take ownership of all tasks and challenges that they encounter in the operation of their assigned position.

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 SouthState 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.
• Perform the following 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.
• Assures that branch records, reports and other correspondence resulting from customer development attempts are correct, timely and are properly distributed.
• • Performs all functions of an FSR:
  • Open 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.
  • Handles other services, such as stop payments, wire transfers, etc.
  • 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.

   

  FLOATING TELLER/FSR

  • Minimum recommendation of 18 months of Customer Service/Sales experience
  • Demonstrated expertise in the Teller II and basic FSR job functions
  • Typically, 80% of the time spent performing Teller responsibilities, 20% FSR related tasks
  • 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 Foundations
  • All assigned Regulatory Compliance Training
  • Acknowledgement of all policies through DocuSign as assigned
  • Additional training may be required dependent upon experience

  PHYSICAL DEMANDS

  • Must 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 ENVIRONMENT

  This 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.