FSR - University Parkway Sarasota

As a leading bank, SouthState has been providing financial solutions to individuals, families, and businesses 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/OBJECTIVES

It is the responsibility of the FSR I 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.

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.

FSR I FUNCTIONS

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

OTHER DUTIES

Accepts other duties as assigned.

Qualifications, Education, and Certification Requirements

Education: High School Diploma or equivalent

Experience: 18 months (or less) 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.

TRAINING REQUIREMENTS/CLASSES

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

PHYSICAL DEMANDS

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.

WORK ENVIRONMENT

This position is most likely in an open lobby area with an individual workstation or individual desk.

TRAVEL

Travel may be required to come to meetings as needed.

R-02589