Qureos Mentor

SouthState Bank

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!
 
SUMMARY/OBJECTIVES
 The Universal Banker serves as a full service, single point of contact in the branch for SouthState 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. 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 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.
 Develop a strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service options.
 
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.
 
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 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.
 
UNIVERSAL BANKER FUNCTIONS
 One year of teller or cash handling experience and six months customer relationship building or sales experience
 Demonstrated expertise in the Teller II and basic FSR job functions
 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.
 
TRAVEL
 Travel may be required to come to meetings or training as needed.
 
Work Location: 1100 S Tamiami Trl Sarasota, Florida 34236
 
Equal Opportunity Employer, including disabled/veterans.

Universal Banker - Tamiami Trail, Sarasota

<div>
 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!
 
 
 
 Summary/Objectives
 
 
 
 The responsibility of a Loan Assistant I is to direct the timely processing and fulfillment of Commercial loans. Additional tasks may be assigned at the direction of the Market Leaders. As a Loan Assistant I, you will provide essential support with the deal team with the management of simple commercial loans and basic client relationships. Your primary responsibilities will include collecting and organizing borrower documentation, inputting data into the loan processing system, and assisting with the preparation of loan files for loan closings and funding and the fulfillment of post-closing documentation requirements. You will also serve as a point of contact for clients throughout the life cycle of their lending relationship.
 
 
 This entry-level role is perfect for individuals looking to start a career in commercial lending, with opportunities for growth and development.
 
 
 
 Essential Functions
 
 
 
 
 PRIMARY RESPONSIBILITIES
 
 
 
 <ul>
 <li>
 Assist in tracking and management of the loan pipeline, loan maturities, the uninsured reports, and past dues reports, ensuring timely processing and adherence to deadlines.
 </li>
 <li>
 Remain knowledgeable of all State and Federal lending and documentation regulations as well as Bank policies and guidelines ensuring compliance
 </li>
 <li>
 Collect and organize all necessary documentation from borrowers, such as income verification, credit reports, and identification.
 </li>
 <li>
 Input data into loan processing systems accurately and efficiently.
 </li>
 <li>
 Provide back-up support to other Loan Assistants to cover PTO requests, and absences.
 </li>
 <li>
 Order title searches, UCC searches, appraisals and flood certifications as needed.
 </li>
 <li>
 Coordinate closings with lenders, attorneys, insurance agents and clients.
 </li>
 <li>
 Initiate the disbursement of closing funds and issues loan proceeds via checks and/or wires.
 </li>
 <li>
 Review closed and funded loans for document completion, ensure that loans are booked in a timely and accurate manner.
 </li>
 <li>
 Contact settlement agents, register of deeds, and title insurance agencies to obtain post-purchase documentation, as necessary. Maintain a tickler system on any outstanding post-closing documentation (collateral and exception monitoring) and report on status during weekly meetings.
 
 
 
 </li>
 </ul>
 
 Lender / Customer Support
 
 
 
 <ul>
 <li>
 Maintain clear and effective communication with lenders (likely 1-2), and other stakeholders throughout the loan process.
 </li>
 <li>
 Provide exceptional client service through offering assistance and responding to questions and requests for information.
 </li>
 <li>
 Notify clients of any issues or discrepancies that may arise and assist in resolving them.
 
 
 
 </li>
 </ul>
 
 Culture Champion
 
 
 
 <ul>
 <li>
 Advocate our culture by providing prompt, efficient, and exceptional customer service.
 </li>
 <li>
 Build internal and external relationships with customers.
 </li>
 <li>
 Demonstrate a commitment to the Company&rsquo;s core values.
 </li>
 <li>
 Strong work ethic, results driven, committed to meeting deadlines and achieving company and department goals.
 </li>
 <li>
 Participate with community organizations and in community projects.
 </li>
 <li>
 Actively participate in learning and development for continued personal and professional development.
 
 
 
 </li>
 </ul>
 
 Confidentiality and Compliance
 
 
 
 <ul>
 <li>
 Ensures confidentiality of all sensitive material and matters, directs documents to the appropriate parties, obtains approvals as necessary, and ensures deadlines are met.
 </li>
 <li>
 Adhere to compliance, security and internal guidelines and requirements for position and applicable compliance and consumer protection regulations, preventing fraud and protecting customer assets.
 
 
 
 </li>
 </ul>
 Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
 
 
 
 COMPETENCIES
 
 
 
 
 Skills Necessary
 
 
 
 <ul>
 <li>
 Excellent time management, organizational skills, and attention to detail required.
 </li>
 <li>
 Excellent communication, and interpersonal skills.
 </li>
 <li>
 Excellent computer skills required, especially Microsoft Office.
 </li>
 <li>
 Ability to prioritize tasks, think and work independently.
 </li>
 <li>
 Ability to exercise good judgment to analyze and problem solve situations that arise. Ability to exercise personal and professional responsibility and work with limited direction.
 
 
 
 </li>
 </ul>
 
 Qualifications, Education, And Certification Requirements
 
 
 
 <ul>
 <li>
 Education: A high school diploma or equivalent is required. Bachelor&rsquo;s degree or additional course work in banking, finance or lending is an asset.
 </li>
 <li>
 Experience:
 </li>
 <ul>
 <li>
 A minimum of one (1) year of experience in commercial lending documentation is preferred.
 </li>
 <li>
 A minimum of one (1) year of Commercial Banking support experience or client service experience within a financial institution by being able to field client&rsquo;s account inquiries and/or maintenance requests with clear and efficient communication.
 
 </li>
 </ul>
 </ul>
 
 Training Requirements/Classes
 
 
 
 Required annual compliance training, New Employee Orientation
 
 
 
 PHYSICAL DEMANDS
 
 
 
 Must be able to effectively access and interpret information on computer screens, documents, and reports. 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.
 
 
 
 WORK ENVIRONMENT
 
 
 
 This position could be in a cubicle or private office environment that may be loud throughout the day. If applicable telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology are delivered.
 
 
 
 TRAVEL
 
 
 
 Travel may be required to meet with lender and/or client meetings as needed. In addition, travel may be required to attend all hands meetings, career development, site visits, acquisition/merger support, etc.
 
 
 Work Location: 20 N Orange Ave, Suite 1303 Orlando, Florida 32801
 
 
 Equal Opportunity Employer, including disabled/veterans.
</div>

Loan Assistant I

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!
 
SUMMARY/OBJECTIVES
 A Teller 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.
 Assesses and effectively manages all risks associated with job function. 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 customer in self-service options.
 
Performs 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 within assigned limits.
 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.
 
TELLER 1 FUNCTIONS
 18 months or less experience
 Teller duties
 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
 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.
 
TRAVEL
 Travel may be required to come to meetings or training as needed.
 
Work Location: 1001 Pine Log Road Aiken, South Carolina 29803
 
Equal Opportunity Employer, including disabled/veterans.

Part Time Teller - Aiken, SC

Join SouthState Bank and explore 3   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

SouthState Bank

About Company

Universal Banker - Tamiami Trail, Sarasota

Loan Assistant I

Part Time Teller - Aiken, SC