FSR - Tamiami Trail, Sarasota

Sarasota

Tuesday, 19 May 2026

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 South. State Way New Team Member Orientation. Banker Foundations. All assigned Regulatory Compliance Training. Acknowledgement of all policies through Docu. Sign as assigned. Additional training may be required dependent upon experience.

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